Larry Kiser, Certified Financial Planner and owner and founder of Sage Wealth Design, gives his back story, including why he moved from 20-plus years in life insurance to starting his own firm. He explains the hard work becoming a CFP takes, his love for mountain biking, and why he named his firm and podcast as he did.

Larry Kiser, Certified Financial Planner and owner and founder of Sage Wealth Design, gives his back story, including why he moved from 20-plus years in life insurance to starting his own firm. He explains the hard work becoming a CFP takes, his love for mountain biking, and why he named his firm and podcast as he did.

When you need someone to help plan your retirement, you don’t want to go for the novice approach. You want the guide that brings you the knowledge needed to build your future.

That’s just what The Sage Investor does. Coming from the mind of Larry Kiser and Sage Wealth Design, The Sage Investor is a financial podcast with intelligence and savvy. Each week, it brings the latest market analyses, key insights into your portfolio, and experienced looks at all the factors affecting your retirement. Tune in to The Sage Investor and start getting wise to your future!



Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 3785624-08/24

When you need someone to help plan your retirement, you don’t want to go for the novice approach. You want the guide that brings you the knowledge needed to build your future.
That’s just what The Sage Investor does. Coming from the mind of Larry Kiser and Sage Wealth Design, The Sage Investor is a financial podcast with intelligence and savvy. Each week, it brings the latest market analyses, key insights into your portfolio, and experienced looks at all the factors affecting your retirement. Tune in to The Sage Investor and start getting wise to your future!
 
Investment advisory products and services made available through Impact Partnership Wealth, LLC ("IPW"), a Registered Investment Adviser. 3785624-08/24

The Sage Investor

Getting to know Larry Kiser and why he named his firm “Sage Wealth Design” 

Did you know most financial New Year’s resolutions don’t last past the first week of January? In this episode of the Sage Investor Podcast, certified financial planner Larry Kiser digs into why financial goals often fail—and how to break the cycle. He discusses practical steps for starting retirement planning from scratch, the emotional traps that derail financial plans, and how to balance technology like AI with the human touch in financial advice. Plus, get a clear look at upcoming tax changes for 2026 and what they mean for your future. Start your year with clarity and confidence by learning what really makes financial resolutions stick.

 

Find out what your current position is and learn more about Sage Wealth Design’s prudent approach to helping people grow and optimize their wealth. Schedule a complimentary meeting here , email team@sagewealthdesign.com, or call 435-704-2213.

Did you know most financial New Year&rsquo;s resolutions don&rsquo;t last past the first week of January? In this episode of the Sage Investor Podcast, certified financial planner Larry Kiser digs into why financial goals often fail&mdash;and how to break the cycle. He discusses practical steps for starting retirement planning from scratch, the emotional traps that derail financial plans, and how to balance technology like AI with the human touch in financial advice. Plus, get a clear look at upcoming tax changes for 2026 and what they mean for your future. Start your year with clarity and confidence by learning what really makes financial resolutions stick.
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Find out what your current position is and learn more about Sage Wealth Design&rsquo;s prudent approach to helping people grow and optimize their wealth. Schedule a complimentary meeting <a href="https://calendly.com/sagewealthdesign/intro?month=2025-05">here</a> , email <a href="mailto:team@sagewealthdesign.com">team@sagewealthdesign.com</a>, or call 435-704-2213.

AI, Emotion, and Your Money: The New Rules of Financial Planning

What if the biggest obstacle to your financial future is simply not asking the right questions? In this episode of the Sage Investor Podcast, host and certified financial planner Larry Kiser breaks down the myths and fears that keep women—and many men—from meeting with a financial advisor. Discover why financial planning doesn’t have to be intimidating, how to spot red flags, and the essential questions to ask before choosing an advisor. Whether you’re just starting out or nearing retirement, this conversation empowers you to step into your financial power and make informed decisions that reflect your values and vision.

 

Find out what your current position is and learn more about Sage Wealth Design’s prudent approach to helping people grow and optimize their wealth. Schedule a complimentary meeting here , email team@sagewealthdesign.com, or call 435-704-2213.

What if the biggest obstacle to your financial future is simply not asking the right questions? In this episode of the Sage Investor Podcast, host and certified financial planner Larry Kiser breaks down the myths and fears that keep women&mdash;and many men&mdash;from meeting with a financial advisor. Discover why financial planning doesn&rsquo;t have to be intimidating, how to spot red flags, and the essential questions to ask before choosing an advisor. Whether you&rsquo;re just starting out or nearing retirement, this conversation empowers you to step into your financial power and make informed decisions that reflect your values and vision.
&nbsp;
Find out what your current position is and learn more about Sage Wealth Design&rsquo;s prudent approach to helping people grow and optimize their wealth. Schedule a complimentary meeting <a href="https://calendly.com/sagewealthdesign/intro?month=2025-05">here</a> , email <a href="mailto:team@sagewealthdesign.com">team@sagewealthdesign.com</a>, or call 435-704-2213.

From Intimidation to Empowerment: Taking Charge of Your Money

Did you know there are over 500 ways to claim Social Security—and your choice could shape your retirement income for decades? In this episode, Larry Kiser of Sage Wealth Design unpacks the maze of Social Security strategies, spousal benefits, and the evolving role of pensions. Learn why personal savings matter more than ever, how to navigate changing rules, and why every retirement plan needs a tailored approach. Whether you’re deciding when to claim, weighing spousal options, or planning for the unexpected, this conversation helps you make informed choices for your financial future.

 

Find out what your current position is and learn more about Sage Wealth Design’s prudent approach to helping people grow and optimize their wealth. Schedule a complimentary meeting here , email team@sagewealthdesign.com, or call 435-704-2213.

Did you know there are over 500 ways to claim Social Security&mdash;and your choice could shape your retirement income for decades? In this episode, Larry Kiser of Sage Wealth Design unpacks the maze of Social Security strategies, spousal benefits, and the evolving role of pensions. Learn why personal savings matter more than ever, how to navigate changing rules, and why every retirement plan needs a tailored approach. Whether you&rsquo;re deciding when to claim, weighing spousal options, or planning for the unexpected, this conversation helps you make informed choices for your financial future.
&nbsp;
Find out what your current position is and learn more about Sage Wealth Design&rsquo;s prudent approach to helping people grow and optimize their wealth. Schedule a complimentary meeting <a href="https://calendly.com/sagewealthdesign/intro?month=2025-05">here</a> , email <a href="mailto:team@sagewealthdesign.com">team@sagewealthdesign.com</a>, or call 435-704-2213.

Getting to know Larry Kiser and why he named his firm “Sage Wealth Design”

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