Capital Wise Advisory

Capital Wise Advisory Welcome to Capital Wise Advisory where we craft well-designed retirement plans for those nearing or already in retirement.

Our goal is to help you retire confidently and live abundantly.

05/27/2026

The instinct that built your wealth could hurt you most in retirement. 👀

Book a free Retirement Readiness Call — we'll talk through your situation and figure out if working together makes sense. https://calendly.com/dana-ysvp/meeting

05/20/2026

Most people with a pension spend years making sure the money is right. The accounts. The portfolio. The income plan. And very few ever stop to ask the more important question.

Is the math already working...and am I waiting longer than I need to?

In three decades of doing this work I've sat with people who postponed the trip, missed the years with grandchildren, and lost friends before they ever took the trip they'd been planning for thirty years. None of them ran out of money. They just didn't know the math already worked...in time to do something about it.

If you have a pension and you're within 5 years of retirement, this one is for you.

Book a free Retirement Readiness Call — we'll talk through your situation and figure out if working together makes sense:

https://calendly.com/dana-ysvp/meeting

05/18/2026

Most pension holders measure their retirement readiness the same way everyone else does — by portfolio size. But that's the wrong number. And chasing it may be costing you more than you realize.

Here's the reframe. A $5,000 per month pension generates $60,000 per year in income that doesn't depend on your portfolio. To create that same income from investments at a standard 4% withdrawal rate — you'd need $1.5 million. That's $1.5 million in retirement wealth that never shows up on your net worth statement.

In this video I walk through the gap calculation every pension holder should run — adding up every income source that doesn't depend on your portfolio, subtracting that from what you plan to spend, and identifying the only number your portfolio actually needs to fill. For many pension holders that number is dramatically smaller than they ever imagined.

If you have a pension and you're within 5 years of retirement — this one is especially for you.

Book a free Retirement Readiness Call — we'll talk through your situation and figure out if working together makes sense:
https://calendly.com/dana-ysvp/meeting

05/15/2026

Most retirement plans are built by one person. Understood by one person. And the moment that person is gone...the plan goes with them.

Not because the money ran out. Not because the investments were wrong. But because the knowledge lived in one person's head.

In this video I share the three questions every couple should be able to answer before they retire...and what it means if your spouse hesitates on any one of them.

If you're within 5 years of retirement and you're the one managing the finances...this one is especially for you.

Book a free Retirement Readiness Call — we'll talk through your situation and figure out if working together makes sense:

https://calendly.com/dana-ysvp/meeting

05/06/2026

Most people think the Social Security decision comes down to one question: which age gives me the biggest benefit?

It's the wrong question.

If you retire before 70...and most people do...waiting on Social Security means your portfolio is carrying more weight during those bridge years. Add a market downturn to that window and even a well-funded portfolio can take a hit it never fully recovers from.

The right question is whether your entire retirement plan is built to protect you no matter what the market does while you wait.

That's the conversation most people never have...and the one that matters most.

Book a free Retirement Readiness Call:
https://calendly.com/dana-ysvp/meeting

04/29/2026

Most retirees withdraw from the wrong accounts and pay thousands more in taxes than necessary.

04/27/2026

Hit $1.5M at 60? Here's what to review before retiring 👀

04/24/2026

Your biggest tax opportunity in retirement often happens before retirement begins 💡

04/20/2026

You built financial freedom. Now it's time to use it. 🌟

04/17/2026

Where you retire matters—but how you structure income matters more 🧠

Address

28210 Paseo Drive, Suite 190, Office 314
Wesley Chapel, FL
33543

Website

http://linktr.ee/retirewithdana

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