Brady Wheeler New York Life

06/17/2026

A closer look at the net-worth benchmarks, habits and long-term strategies that define top-tier wealth.

06/09/2026

Start your life together with honest financial conversations.

Talking about money can be an emotional, especially when two lives come together. You’re blending two sets of financial habits, goals, and those conversations can feel personal.

But talking about money early on can help couples build trust, stay aligned, and create a strong foundation for their future.

This Financial Planning Checklist for Young Couples can help you start that conversation. A few small, consistent steps now can make a big difference later.

Start your financial journey together with clarity and confidence.
https://bit.ly/4e8esRC

06/01/2026

Behind every player on the world stage is someone who believed in them and helped make their dream real.

The Assist, a series from New York Life, tells the stories behind U.S. Men’s National Team players Tyler Adams, Tim Ream, and Matt Turner — and the coaches and mentors who helped shape their journey.

I hope you’ll take a few minutes to watch these stories. And if you’d like to talk about your own goals, I’d be happy to connect.

Watch the series here
https://bit.ly/4cSyoZx

05/18/2026

Millionaire status is rising, but most are older. Here are strategies younger Americans may consider when building wealth.

Millionaire status is rising, but most are older. Here’s how younger Americans can build wealth.

05/11/2026

Anyone who’s taken one of these exams knows the feeling… that moment right before you hit submit - even when you feel confident, there’s always that little bit of anticipation (and nerves).

This past week, I sat for the 140-question Series 65. After 2.5 hours of working through countless concepts, scenarios, and I'll admit it even second-guessing a few answers along the way, it all came down to that one click.

Happy to say - I passed.

Feeling grateful, energized, and excited to have earned another license and to keep building in this industry. On to the next challenge.

04/01/2026

Dallas did not disappoint 🤠

Grateful for an incredible career conference filled with growth, connection, and big ideas—but let’s talk about the real highlight… taking 1st place in Kahoot against 80+ agents in our breakout session 🏆

Safe to say the competitive spirit is alive and well. Back to work feeling energized and inspired!

03/26/2026

Just got back from an incredible 5 days in Dallas at New York Life’s Career Conference, surrounded by some of the company’s top-performing new agents.

I’m especially grateful for the relationships that were built and strengthened throughout the week. Being able to connect with so many driven, supportive, and accomplished individuals was truly the highlight of the experience.

I’m leaving not only inspired, but also excited to bring back and share the new ideas, perspectives, and concepts I’ve learned. Feeling recharged, appreciative, and ready for what lies ahead. 🚀

02/11/2026

Recent data shows that the estimated total savings needed to retire at 65 can differ by as much as $1.46 million depending on where you live. Here’s a look the minimum amount of savings needed to retire at 65 in each state.

The estimated savings needed to retire at 65 varies by nearly $1.5 million from state to state, driven largely by differences in housing costs.

01/20/2026

What is an important lesson you learned from a mistake?

01/19/2026

Martin Luther King Jr. believed that everyone can be great because everyone can serve.

On this MLK Day, we honor his legacy by recommitting ourselves to service, compassion, and making a meaningful difference in the lives of others—one family, one community at a time.

Let’s continue striving to build a more just and hopeful future together.