Northern Way Wealth Management

06/16/2026

Growth isn’t something we just talk about with our clients, it’s something we care about as a team.

Josh Lydia and I recently started reading The Twin Thieves together. We kicked things off outside yesterday in the beautiful courtyard under the sunshine. Not a bad setting for a little team learning ☀️🕶️

One of the most rewarding parts of building Northern Way has been investing in the next generation of leaders and creating space for thoughtful conversations, shared growth, and continued development.

I’m excited for what the future holds for Josh and Lydia, and grateful for the opportunity to keep growing together as a team.

- Jere

06/11/2026

We’re excited to welcome Josh Heuss to the Northern Way team!

Josh recently graduated from the University of Wisconsin–Stevens Point with a degree in Finance, where he was also a member and captain of the wrestling team. Between that and spending his summers commercial salmon fishing in Cordova, Alaska, it’s safe to say Josh knows a thing or two about hard work, discipline, and showing up when it matters.

Josh will be working closely with our advisory team to support clients through thoughtful planning and personalized service.

Outside of work, Josh and his wife, Brooke, love to travel, spend time outdoors, and stay active in their church community. He’s also a big fan of hunting, fishing, fitness, and time with family and friends.

Please join us in giving Josh a warm welcome!

06/03/2026

Most retirement advice focuses on numbers.

In The Right Work, The Right Harvest: Planning for a Fulfilling and Secure Retirement, Jere Smith CFP® focuses on something different:

A values-driven approach to planning.
Built on lessons from his upbringing on a Wisconsin dairy farm, his book centers on one simple idea:

The work you do today shapes the life you live tomorrow.

If you want a retirement that feels meaningful, this is where to start.

👉 Get the book: https://www.amazon.com/dp/B0GX5Z6D95

05/28/2026

Most financial firms try to be the right fit for everyone.

We don’t.

We’ve built a structured process designed for the right households; people who want transparency, direction, and an intentional path to retirement.

Not everyone moves beyond our first call, and that’s by design. Better planning starts with the right fit.

If it's a good fit, we start by understanding what actually matters to you. From there, we figure out what’s getting in the way.

Then we build a plan to steer you toward that path, and focus on the decisions that affect your life now and down the line.

Find out if we're aligned ➡️ www.northernwaywm.com

05/26/2026

What makes Northern Way different than other advisories?

It’s how we do what we do.

We’ve built a structured, step-by-step approach to retirement planning. The whole process is designed to make sure you’re clear on everything before any decisions are made.

It’s not a one-size-fits-all process. And it’s also not open-ended.

It’s intentional and selective. Built for people who want more than surface-level advice.

05/19/2026

Northern Way has joined YouTube! We'll be posting educational videos and occasional team updates.

We're excited to share our insights with a broader community, and have the opportunity to engage with viewers.

Help us get started by subscribing and liking our first videos 👇
https://www.youtube.com/channel/UC2vanW_b4MMOLiExhbsoXTQ

Hi, I'm Jere from Northern Way Wealth Management 👋 I'm a CERTIFIED FINANCIAL PLANNER® Each week, we share insights to help you think more clearly about retirement. We cover investing, taxes, income planning, and the decisions that shape what comes next. Good financial planning is about planning ...

05/13/2026

My journey with financial planning started on a dairy farm in Wisconsin.

Sounds strange, right? But there’s so much that I learned working on that farm that has shaped the way I help people today.

In my new book, The Right Work, the Right Harvest: Planning for a Fulfilling and Secure Retirement, I share my stories of how early mornings, hard work, and lessons from my father and grandmother forged the way I think about money–and life.

I know that retirement isn’t just about how much you have.

It’s about how you got there and what you’re building toward. 😌

👉 Order your copy: https://www.amazon.com/dp/B0GX5Z6D95

05/11/2026

Think you’ll “figure out RMDs later”?

That delay could cost you....

RMDs don’t just impact your IRA. They can increase your taxes on Social Security, capital gains, and even Medicare premiums.

The smartest move? Plan before you’re forced to act.

Read how👉 https://northernwaywm.com/retirement-planning-insights/

05/06/2026

We're on YouTube!

Northern Way has joined YouTube! We'll be posting educational videos and occasional team updates.

We're excited to share our insights with a broader community, and have the opportunity to engage with viewers.

Help us get started by subscribing and liking our first videos and commenting what topics you'd like us to cover 👇

https://www.youtube.com/

Hi, I'm Jere from Northern Way Wealth Management 👋 I'm a CERTIFIED FINANCIAL PLANNER® Each week, we share insights to help you think more clearly about retirement. We cover investing, taxes, income planning, and the decisions that shape what comes next. Good financial planning is about planning ...

04/28/2026

A couple weeks ago, we had the chance to step away from the spreadsheets and spend an evening doing what matters most: connecting with the people we serve.

Our client appreciation event was filled with great conversation, incredible food, and a little nostalgia thanks to a Neil Diamond tribute band 🎶

But more than anything, it was a reminder of why we do what we do and a chance to nurture our relationships. Seeing clients introduce friends and family, sharing stories, and enjoying the night together is what Northern Way is all about.

We’re grateful for the trust our clients place in us every day—and nights like this are just a small way to say thank you.

Stay tuned, because we’re already planning our next event 👀