Trent Weatherman- Northwestern Mutual

07/06/2026

One of the biggest misconceptions I see is that retirement is all about investments.

In reality, the years leading up to and through retirement are when decisions matter most—how you draw income, manage taxes, claim Social Security, navigate market volatility, and protect what you’ve spent a lifetime building.

That’s where thoughtful planning can make a meaningful difference.

06/22/2026

This is one of the questions I answer most often.

A higher tax bracket doesn’t mean all of your income is taxed at that higher rate.

Understanding how marginal taxes work can help you make smarter financial decisions.

06/16/2026

Most people spend 30–40 years focused on one question:

How do I build my wealth?

Then retirement arrives, and suddenly the decisions multiply.

When should I claim Social Security?
How much can I safely withdraw?
Should I do Roth conversions?
How do I minimize taxes?
What happens if the market drops?

Wealth accumulation planning is important, but retirement distribution planning is often far more complex because so many decisions are interconnected.

We work with clients in both stages, but much of our focus is helping people nearing or in retirement turn their savings into sustainable income and make confident decisions with what they’ve built.

Getting to retirement is an accomplishment. Making it work for the next 30 years is a different challenge.

06/14/2026

One of the simplest ways to improve your financial organization?

Figure out what to do with that old 401(k) you’ve been ignoring!!

12/06/2025

I am excited to share that I recently received my RICP® Designation! The RICP® Designation focuses on retirement income planning, including Social Security strategies, tax-efficient income distribution, managing market risk, and optimizing retirement withdrawals.

Looking forward to continuing to help our clients plan for the future!

08/07/2025

https://www.wsj.com/buyside/personal-finance/financial-advisors/asset-management-vs-wealth-management?mod=googlenewsfeed

Important to know the difference!

Learn more about the services of asset and wealth managers.

06/10/2025

Retirement isn't always smooth sailing. From financial hurdles to lifestyle shifts, retirees face some real challenges! What's your plan for retirement?

Even if you're focused on saving for retirement, do you have a plan in place for what you'll do with the money once you reach retirement? The strategies you ...

05/30/2025

Today, I am reflecting on a decade of helping clients navigate their financial journeys. To every client who has trusted my team with their goals, dreams, and aspirations--Thank You! Your confidence in us drives our passion to deliver personalized, impacted financial guidance.

Here's to many more years of building strong relationships, achieving milestones together, and empowering your financial future. The best is yet to come! 💪

08/29/2024

Are you looking for the right financial advisor to fill in the blanks? I'll partner with you on solving the puzzle of life by having better conversations with you which brings you to a better way to money.
Reach out to me now.

08/19/2024

By surveying our clients, we found that those individuals who worked with someone like me on a comprehensive plan including life insurance, investments, and annuities were part of the 80% of our client base that enjoyed life more comfortably. Reach out to me now and get that 80% feeling yourself today.
Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023