Wealth Manager Group, LLC

09/02/2026

Think you're too far behind to retire at 60? Joe shares one little-known strategy that could help you catch up.
​​​​​​​https://youtube.com/shorts/TeAwdU-ywL4

Can you really retire at 60 if you're behind on savings? Joe explai...

08/31/2026

Check out this video to learn about our intern interviewer, Casey. As he heads off to Germany for the upcoming semester, we're wishing him safe travels and an unforgettable study abroad experience! If his interviews with Joe made you smile, give this video a like and let us know in the comments what you enjoyed most!

08/27/2026

Take our 5 question quiz to find out your investor style - are you a cool-headed planner or thrill seeking risk taker? Find out here: https://wealthmgr.com/education-from-wealth-manager-group/what-kind-of-investor-are-you

Take our 5 question quiz to find out your investor style - are you a cool-headed planner or thrill seeking risk taker? Find out here:

08/26/2026

Just like every breed brings its own unique personality, strengths, and needs, we understand the same is true for each of our clients. That's why we don't treat you like a pup in the pack with a generic financial plan. We build personalized financial, tax, estate and retirement strategies designed around you. And like a loyal companion, we stay by your side and keep your financial life on a steady leash.

We'd love to meet your loyal companion - drop a photo of your four-legged family member in the comments!

08/24/2026

It's Monday. Need a laugh to break up your day? Check out our Bloopers!

08/19/2026

Intern Casey came in hard looking for a retirement number from Joe. If you've ever Googled "How much money do I need to retire?" this one's for you.
https://youtube.com/shorts/CbUw8GHXPg0

How much do you really need to save for retirement? Casey wants a n...

08/17/2026

Intern Casey asked Joe for a shortcut to early retirement. His answer is simple... but not really what Casey wanted to hear. What do you think?
https://youtube.com/shorts/0yIeiuftZKc

Intern Casey wants to retire early so he asks Joe what the secret i...

08/13/2026

Give more, owe less. The new gift tax limits make estate planning and wealth transfer more powerful than ever. Read this: https://wealthmgr.com/education-from-wealth-manager-group/gift-tax-annual-exclusion

Give more, owe less. The new gift tax limits make estate planning and wealth transfer more powerful than ever. Read this:

08/11/2026

Intern Casey asks Joe what the best financial advice he ever got was. It's something almost everyone can do in 15 minutes a month.
https://youtube.com/shorts/lpx7TrVGgoM

The best financial advice Joe ever received wasn't about investing ...

08/09/2026

Happy Book Lover's Day!
Pick up a book for a little quiet reading time today. If you prefer to be on the move, visit a local independent bookstore and look for special in-store discounts, giveaways and author events.
Tell us: what's your favorite local bookstore and what's the last book you read?