Wise Assets

Matthew Klaess

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Financial advisor Matt Klaess of Paradigm Wealth Management in Denver, Colorado dives into various different finance and retirement topics and relates them to your retirement. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1802486 - 05/23

07/01/2024

"Peak 65" Retirement

Baby boomers are at peak-levels of retirement. Join Matt as he details how to prepare for this next stage in life.

1 hr
07/01/2024

Risks in Retirement

This week, Matt details 5 big risks in retirement and recaps the markets.

1 hr
05/23/2024

Make Your Money Last in Retirement

With the decline of pensions, saving for retirement rests more on our shoulders. Are you saving enough? Join Matt as he offers retirement strategies and market updates.

1 hr
04/30/2024

Transition from Work to Retirement

Matt discusses challenges in leaving the workforce to retirement and updates in the market.

1 hr
04/30/2024

Top 3 Things You Should Do in Your 50s for Retirement

Join Matt as he goes recaps market news and talks about 3 major things to prepare for when heading into retirement.

1 hr
04/19/2024

Why Work with an Advisor?

Join Matt for the latest market updates and some of the advantages to working with a financial advisor in your retirement.

1 hr
04/19/2024

Will You (and your money) Live to 100?

54% of Americans want to live to 100 or older. Some predict that by 2054, there will be over 400,000 centenarians in our Country. Join Matt as he discusses ways to preserve your wealth through longer life, as well as recent market trends.

1 hr
04/19/2024

Tax Planning vs. Tax Strategies

Join us as Matt shares important tax issues to consider into retirement.

1 hr
04/19/2024

Putting Your Financial Puzzle Pieces in the Right Order

updates in the market and strategies to turn your financial puzzle into a masterpiece.

1 hr
10/10/2023

The Benefits of Roth Conversions

Matt discusses the benefits of Roth conversions and their potential to enhance lifetime wealth.

12 min
10/10/2023

Money Changes in Retirement

In this episode, Matt discusses how your money could change during the transition to retirement and ways to prepare.

17 min
10/10/2023

What's Your Why?

In this episode, Matt discusses the importance of uncovering the "why" behind your financial decisions.

12 min

12 Episodes

Financial advisor Matt Klaess of Paradigm Wealth Management in Denver, Colorado dives into various different finance and retirement topics and relates them to your retirement. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. 1802486 - 05/23

Creator

Matthew Klaess
Years Active

2023 - 2024
Episodes

12
Rating

Clean
Show Website

Wise Assets

Wise Assets

Episodes

"Peak 65" Retirement

Risks in Retirement

Make Your Money Last in Retirement

Transition from Work to Retirement

Top 3 Things You Should Do in Your 50s for Retirement

Why Work with an Advisor?

Will You (and your money) Live to 100?

Tax Planning vs. Tax Strategies

Putting Your Financial Puzzle Pieces in the Right Order

The Benefits of Roth Conversions

Money Changes in Retirement

What's Your Why?

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