What do you do when your smart financial moves still leave you feeling stuck? In this episode, Bryan Gaiser unpacks why proactive planning—not perfect timing—drives better retirement outcomes. From navigating Roth conversions during a rising market to understanding when keeping money in an IRA actually works in your favor, Bryan breaks down how to evaluate tax impact, income needs, and long‑term strategy. Through real‑world examples, he highlights how thoughtful adjustments can help retirees make sense of complex decisions and stay focused on what truly matters.

 

Schedule your complimentary appointment today:gaiserfinancial.com

 

Follow us on social media:Facebook | LinkedIn

 

Tune in to Wealth Thru Wisdom with Bryan Gaiser every Saturday at 10:00 AM on 94.5 WPTI. 

What do you do when your smart financial moves still leave you feeling stuck? In this episode, Bryan Gaiser unpacks why proactive planning&mdash;not perfect timing&mdash;drives better retirement outcomes. From navigating Roth conversions during a rising market to understanding when keeping money in an IRA actually works in your favor, Bryan breaks down how to evaluate tax impact, income needs, and long‑term strategy. Through real‑world examples, he highlights how thoughtful adjustments can help retirees make sense of complex decisions and stay focused on what truly matters.
&nbsp;
Schedule your complimentary appointment today: <a href="https://gaiserfinancial.com/">gaiserfinancial.com</a>
&nbsp;
Follow us on social media: <a href="https://www.facebook.com/GaiserFinancialGroup">Facebook</a> | <a href="https://www.linkedin.com/company/gaiser-financial-group/">LinkedIn</a>
&nbsp;
Tune in to Wealth Thru Wisdom with Bryan Gaiser every Saturday at 10:00 AM on 94.5 WPTI.&nbsp;

Learn valuable retirement planning strategies from financial advisor Bryan Gaiser in Greater Greensboro, NC. We cover all the retirement planning topics that keep you up at night: Investing, taxes, market volatility, and estate planning. Bryan will help you feel prepared, safe, and empowered for your retirement journey.

Wealth Thru Wisdom

The Roth Conversion Dilemma Nobody Talks About

What if a single shift in your income pushed you into higher taxes, Medicare surcharges, or lost deductions? Bryan Gaiser breaks down why tax‑aware planning is essential in retirement and how decisions like Roth conversions, QCDs, and income timing can influence your long‑term financial picture. He explains common misunderstandings around deductions, IRMAA thresholds, and retirement income tools, sharing real‑world examples that highlight why strategy—not guesswork—matters. It’s an insightful look at how your choices today can shape the flexibility you have tomorrow.

Schedule your complimentary appointment today:gaiserfinancial.com

 

Follow us on social media:Facebook | LinkedIn

 

Tune in to Wealth Thru Wisdom with Bryan Gaiser every Saturday at 10:00 AM on 94.5 WPTI. 

What if a single shift in your income pushed you into higher taxes, Medicare surcharges, or lost deductions? Bryan Gaiser breaks down why tax‑aware planning is essential in retirement and how decisions like Roth conversions, QCDs, and income timing can influence your long‑term financial picture. He explains common misunderstandings around deductions, IRMAA thresholds, and retirement income tools, sharing real‑world examples that highlight why strategy&mdash;not guesswork&mdash;matters. It&rsquo;s an insightful look at how your choices today can shape the flexibility you have tomorrow.
Schedule your complimentary appointment today: <a href="https://gaiserfinancial.com/">gaiserfinancial.com</a>
&nbsp;
Follow us on social media: <a href="https://www.facebook.com/GaiserFinancialGroup">Facebook</a> | <a href="https://www.linkedin.com/company/gaiser-financial-group/">LinkedIn</a>
&nbsp;
Tune in to Wealth Thru Wisdom with Bryan Gaiser every Saturday at 10:00 AM on 94.5 WPTI.&nbsp;

Is Your Retirement Income Triggering Hidden Taxes?

Holiday pressure may feel overwhelming, but it often reveals what’s missing in your financial life. In this episode, Byan Gaiser breaks down how to get organized, understand what retirement really requires, and identify the steps that bring clarity to your future. From evaluating taxes and income sources to using dividends and market pullbacks strategically, Brian explains how to gather your full financial picture and align it with your retirement “why.” Whether you’re five years away or already retired, this conversation helps you see where you stand and what adjustments may support the retirement lifestyle you envision.

Schedule your complimentary appointment today:gaiserfinancial.com

 

Follow us on social media:Facebook | LinkedIn

 

Tune in to Wealth Thru Wisdom with Bryan Gaiser every Saturday at 10:00 AM on 94.5 WPTI. 

Holiday pressure may feel overwhelming, but it often reveals what&rsquo;s missing in your financial life. In this episode, Byan Gaiser breaks down how to get organized, understand what retirement really requires, and identify the steps that bring clarity to your future. From evaluating taxes and income sources to using dividends and market pullbacks strategically, Brian explains how to gather your full financial picture and align it with your retirement &ldquo;why.&rdquo; Whether you&rsquo;re five years away or already retired, this conversation helps you see where you stand and what adjustments may support the retirement lifestyle you envision.
Schedule your complimentary appointment today: <a href="https://gaiserfinancial.com/">gaiserfinancial.com</a>
&nbsp;
Follow us on social media: <a href="https://www.facebook.com/GaiserFinancialGroup">Facebook</a> | <a href="https://www.linkedin.com/company/gaiser-financial-group/">LinkedIn</a>
&nbsp;
Tune in to Wealth Thru Wisdom with Bryan Gaiser every Saturday at 10:00 AM on 94.5 WPTI.&nbsp;

Before You Make a Resolution: What Your Finances Are Really Saying

What if your biggest Social Security mistake happens years before you file? In this episode, Bryan Gaiser breaks down why claiming decisions are rarely straightforward and how taxes, income sources, and family dynamics all shape the right strategy. He shares real client scenarios that illustrate how timing, flexibility, and long‑term planning can influence lifetime benefits. From understanding spousal and ex‑spousal options to knowing when IRA withdrawals make more sense than starting Social Security early, this conversation highlights the value of seeing the whole financial picture before making a move.

 

Schedule your complimentary appointment today:gaiserfinancial.com

 

Follow us on social media:Facebook | LinkedIn

 

Tune in to Wealth Thru Wisdom with Bryan Gaiser every Saturday at 10:00 AM on 94.5 WPTI. 

What if your biggest Social Security mistake happens years before you file? In this episode, Bryan Gaiser breaks down why claiming decisions are rarely straightforward and how taxes, income sources, and family dynamics all shape the right strategy. He shares real client scenarios that illustrate how timing, flexibility, and long‑term planning can influence lifetime benefits. From understanding spousal and ex‑spousal options to knowing when IRA withdrawals make more sense than starting Social Security early, this conversation highlights the value of seeing the whole financial picture before making a move.
&nbsp;
Schedule your complimentary appointment today: <a href="https://gaiserfinancial.com/">gaiserfinancial.com</a>
&nbsp;
Follow us on social media: <a href="https://www.facebook.com/GaiserFinancialGroup">Facebook</a> | <a href="https://www.linkedin.com/company/gaiser-financial-group/">LinkedIn</a>
&nbsp;
Tune in to Wealth Thru Wisdom with Bryan Gaiser every Saturday at 10:00 AM on 94.5 WPTI.&nbsp;

The Roth Conversion Dilemma Nobody Talks About

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