West Advisory Group

West Advisory Group Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability.

Helping pre-retirees and retirees make confident financial decisions through personalized retirement planning, educational resources, and our signature PEAK FORMula process. West Advisory Group, a dba of Milestone Asset Management, LLC is a registered investment adviser that only conducts business in jurisdictions where it is properly registered, or is excluded or exempted from registration requir

ements. The firm is not engaged in the practice of law or accounting. The information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of any topics discussed. All investments and investment strategies have the potential for profit or loss. A professional adviser should be consulted before making any investment decisions. All expressions of opinion reflect the judgment of the authors as of the date of the post and are subject to change. We are not responsible for comments made by third parties. Content should not be viewed as an offer to buy or sell any of the securities mentioned, as personalized financial advice, or as legal or tax advice. You should always consult an attorney or tax professional regarding your specific legal or tax situation. Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed a specific benchmark. Hyperlinks on our posts are provided as a convenience. We cannot be held responsible for information, services, or products found on websites linked to posts. Clicking the Like button is not a testimonial for, or endorsement of, West Advisory Group or Milestone Asset Management, LLC or any of its Investment Adviser Representatives. This is the only mechanism we have to circulate our page. Visitor posts must refrain from recommending specific investments or investment advisory services. In addition, no one commenting on this wall should post specific securities recommendations. Questions about a specific investment or adviser cannot be answered and may be removed from the page. If you wish to convey an opinion to us, please send an email to [email protected]

06/12/2026

Are you prepared for your Required Minimum Distributions (RMDs)?

Whether you're approaching retirement or already there, understanding RMDs is crucial to managing your retirement accounts and avoiding hefty penalties.

In our latest video, "What is an RMD?," Walt dives deep into:
- What an RMD is and why it's important
- The age requirements for taking RMDs based on IRS rules
- How to calculate your RMD using your account balances and life expectancy
- The potential penalties for not taking your RMD
- Planning strategies to minimize your tax liability and optimize your retirement income

Key Takeaways:
- Learn the rules and regulations surrounding RMDs
- Discover the step-by-step process to calculate your RMD
- Get practical tips on how to incorporate RMD planning into your overall retirement strategy
- Don't miss out on this essential information that can help you keep more of what you've worked hard to save.

Watch the full video now:
https://youtu.be/nkQpiEgx0Ew?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group&utm_content=%5B%F0%9F%8E%AC%5D%20What%20is%20an%20RMD%3F

Stay informed and ensure your money is working for you, not against you. Remember, "It's not what you make, it's what you keep."

06/11/2026

Ever wondered if you can retire at 62 with $400,000 in your 401(k)? Our latest episode of Money in Motion is here to answer that burning question!

In this video, Walt dives into:
- Assessing Your Situation: Lifestyle, financial obligations, and Social Security timing.
- Financial Readiness: Longevity, healthcare costs, inflation, and taxes.
- 401(k) Sustainability: Investment strategies, withdrawal rates, and market impacts.
- Income Generation: Reliable income strategies, annuities, and market investments.
- Risk Management: Emergency funds, long-term care, and estate planning.

Watch the full video now!
https://youtu.be/pXtsLY4_IJw?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group&utm_content=%5B%F0%9F%8E%AC%5D%20Can%20I%20Retire%20at%20Age%2062%20with%20%24400%2C000%20in%20my%20401k%3F

Like, comment, and share this post with anyone planning their retirement!

06/10/2026

Are you nearing retirement, considering it, or just retired?

Dive into our latest YouTube Video where we break down what makes a good 401k balance and how to make the most of it for your retirement journey!

In This Video, You'll Learn:
- The essentials of a 401k and how it can be your retirement powerhouse.
- Key factors that influence your 401k balance, including contribution rates, time, employer contributions, and investment strategies.
- How to evaluate and adjust your 401k to ensure it supports your desired retirement lifestyle.

Key Takeaways:
- The importance of starting your 401k early and maximizing employer contributions.
- How to choose the right investment strategy based on your risk tolerance.
- The significance of continuously reviewing and adjusting your 401k as retirement approaches.

Click the link below to watch the full video and don't forget to subscribe to catch up on the latest videos all about taking control of your retirement future.

https://youtu.be/bgAiZH0b1O0?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group&utm_content=%5B%F0%9F%8E%AC%5D%20What%27s%20a%20Good%20401k%20Balance%3F

06/09/2026

You've worked hard to get here, but now what?

Retirement isn't just about finances—it's about how you'll spend your time, your relationships, and the lifestyle you want.

Let's talk about what comes next. Connect with us in the link in the comments.

We're thrilled to present our latest video tackling a crucial financial question: Roth IRA vs. Pre-Tax Accounts.In this ...
06/05/2026

We're thrilled to present our latest video tackling a crucial financial question: Roth IRA vs. Pre-Tax Accounts.

In this insightful discussion, we break down the different tax buckets where you can potentially allocate your hard-earned money for retirement planning. From taxable to tax-deferred to tax-free, we delve into each option's pros and cons, giving you a comprehensive understanding of where to house your wealth.

What will you learn?
- The key differences between taxable, tax-deferred, and tax-free accounts
- How each option affects your tax liabilities now and in the future
- Strategies for optimizing your retirement savings based on your unique circumstances
- Insights into recent legislative changes impacting tax-deferred accounts

This video is a must-watch for anyone looking to make informed decisions about their financial future! Whether you're years away from retirement or already enjoying your golden years, understanding these concepts is essential.

Watch the video now and empower yourself with financial knowledge:
https://youtu.be/5y4fgjcvEMM?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group&utm_content=%5B%F0%9F%8E%AC%5D%20Should%20I%20Put%20My%20Money%20In%20A%20Roth%20IRA%20or%20A%20Pre-Tax%20Account

Don't forget to like, share, and subscribe to our channel for more valuable content on financial planning and wealth management. Your future self will thank you!

Recently, a friend of one of our clients came in to meet with us. She faced a common dilemma: What to do with her 401(k)...
06/04/2026

Recently, a friend of one of our clients came in to meet with us. She faced a common dilemma: What to do with her 401(k) after retiring? With so many options swirling around, this friend felt lost in uncertainty.

That's where our PEAK FORMula process stepped in! Designed to tackle complex retirement questions head-on, we provided our client's friend with the clarity, comfort, and confidence she needed to navigate her retirement journey.

In our latest YouTube video, we dive deep into the intricacies of 401(k) management during retirement. From understanding tax implications to exploring transfer options, we've got you covered every step of the way.

So, if you're grappling with similar questions or know someone who is, tune in to our video now! We hope this inspires you to take control of your retirement future.

Don't forget to like, share, and follow for more invaluable insights.

https://youtu.be/QGYLKFj2ub0?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group&utm_content=%5B%F0%9F%8E%AC%5D%20What%20Should%20I%20Do%20With%20My%20401K%20Going%20Into%20Retirement

05/29/2026

Ever wondered what a good net worth at age 65 looks like?

Check out our latest video, "What's a Good Net Worth at 65?" hosted by our founder, Walt West. Dive into the essentials of evaluating your net worth as you approach retirement.

Here's what you'll learn:
✅ What constitutes net worth
✅ How to document your assets and liabilities
✅ The impact of income, investments, debt, and lifestyle on your net worth
✅ Goal-setting and benchmarking for a comfortable retirement

This video is packed with insights to help you prepare for a financially secure future. Remember, it's not just about what you make, but what you keep!

Watch now and start planning your path to a confident retirement:
https://youtu.be/yOokqTaEN1Y?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group&utm_content=%5B%F0%9F%8E%AC%5D%20What%27s%20A%20Good%20Net%20Worth%20at%2065%3F

05/28/2026

In our latest YouTube video, we dive deep into a crucial topic: "Can I Use My 401K For An Income Plan In Retirement?" Join us as we explore the intricacies of retirement income strategies and uncover valuable insights to help you navigate your financial future.

In this episode, we dissect the concept of "Sequence of Returns" and its profound impact on your retirement journey. Through the stories of Bill and Ted, we illustrate how market performance during the distribution phase can shape your financial outcomes over a lifetime.

But the lesson doesn't stop there! We reveal the importance of crafting a resilient investment strategy that can weather the ebbs and flows of the market. With our signature process, PEAK FORMula, education is key. We've developed an approach that helps our clients put all the pieces of their financial puzzle together, ensuring they're prepared for every aspect of retirement life.

Watch the full video on our YouTube channel to learn how to create an investment strategy that works for you and your family. And remember, subscribe to our channel for more educational videos from our team of experts.

https://youtu.be/vlvnMmkIxUE?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group

This Memorial Day, we pause to honor and remember the men and women who gave their lives in service to our country.At We...
05/23/2026

This Memorial Day, we pause to honor and remember the men and women who gave their lives in service to our country.

At West Advisory Group, we are deeply grateful for the sacrifices made to protect the freedoms we enjoy every day—freedoms that allow us to build, plan, and pursue the future with confidence.

While the holiday weekend often brings time with family and friends, we also recognize the profound meaning behind it: remembering those who served and never returned home.

We are grateful for their service. We are grateful for their sacrifice. And we remember them today and always.

Wishing everyone a safe and meaningful Memorial Day.

05/22/2026

Curious about the best time to start planning for your retirement? Check out our latest Money in Motion video: "When Should I Start Planning for Retirement" featuring our founder and CEO, Walt West.

What You'll Learn:
🔸 Optimal Timing: Discover why starting your retirement planning 5 years in advance can make all the difference.
🔸 Estate Planning Essentials: Ensure your legal documents are in order.
🔸 Tax Strategies: Understand and plan for your tax situation in retirement.
🔸 Income Planning: Learn how to manage your income sources and tackle longevity, inflation, and tax concerns.
🔸 Risk Management: Get tips on preparing for the unexpected and safeguarding your financial future.

Walt dives deep into these topics, sharing valuable insights from his years of experience helping people transition from the accumulation phase to the distribution phase of retirement. It's about being proactive, not reactive.

https://youtu.be/5rAki2gs6DQ?utm_campaign=coschedule&utm_source=facebook_page&utm_medium=West%20Advisory%20Group&utm_content=%5B%F0%9F%8E%AC%5D%20When%20Should%20I%20Start%20Planning%20for%20Retirement

Stay updated with more expert advice and tips by subscribing to our channel.

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Pittsburgh, PA

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Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

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