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Rise in Retirement

Rise in Retirement

Written by: W.A. Smith Financial Group
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Rise in Retirement is a weekly show designed to help retirees, pre-retirees, and business owners better understand what it takes to build a secure and meaningful retirement. Each episode breaks down different financial scenarios—based on the same strategies we use with clients at W.A. Smith Financial Group.

Whether you’re preparing for retirement, navigating retirement income decisions, or looking for more clarity on investing, taxes, healthcare, or legacy planning, Rise in Retirement seeks to offer clear, down-to-earth insights that help you think through the next step.

Now available on YouTube and all major podcast platforms, Rise in Retirement brings expert advice and relatable case studies to wherever you like to learn.

For more resources or to schedule a 30-minute call with a W.A. Smith Financial Group wealth advisor, visit www.RiseInRetirement.com.

DISCLAIMER: This content is for informational and educational purposes only. It does not contain investment advice or constitute a recommendation of any investment strategy. Investing involves risk of loss and past performance is never a guarantee of future results/returns. The strategies discussed may not be right for you, and your personal circumstances should be considered before the adoption of any investment or tax strategy. You should review all tax decisions with your accountant, counsel, or tax advisor. Investment advisory services provided by Great Lakes Retirement, Inc., an SEC-Registered Investment Advisor. Insurance and tax planning services provided by W.A. Smith Financial, LLC. You can read more here: https://wasmithfinancial.com/disclosure/ Great Lakes Retirement, Inc., operating under the DBA W.A. Smith Financial Group, is the sole SEC-Registered Investment Advisory firm. Investment Advisory Services are offered exclusively through Great Lakes Retirement, Inc. SEC registration does not imply an endorsement of the firm by the SEC, nor does it indicate a specific level of skill or qualification. Insurance and Tax Planning services offered through W.A. Smith Financial LLC. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results.

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Episodes
  • Couple Retired at 68 with $1.05M But Here’s What They Overlooked | Rise in Retirement Ep. 48

    Couple Retired at 68 with $1.05M But Here’s What They Overlooked | Rise in Retirement Ep. 48
    Aug 10 2025

    Need help in retirement? Go here: https://www.RiseInRetirement.com

    Alan and Denise have $1.05M, no mortgage, and a 2.5% withdrawal rate. On paper, they should feel great. But too many voices—friends, videos, sales pitches—have them questioning everything. We reviewed their plan, and here’s what they were missing.

    DISCLAIMER: Great Lakes Retirement, Inc., operating under the DBA W.A. Smith Financial Group, is the sole SEC-Registered Investment Advisory firm. Investment Advisory Services are offered exclusively through Great Lakes Retirement, Inc. SEC registration does not imply an endorsement of the firm by the SEC, nor does it indicate a specific level of skill or qualification.

    Insurance and Tax Planning services offered through W.A. Smith Financial LLC. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

    This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed.

    Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. You can read more here: https://wasmithfinancial.com/disclosure/
    Show More Show Less
    15 mins
  • We Rejected His $620k Retirement Plan. Here's Why. | Rise in Retirement Ep. 47

    We Rejected His $620k Retirement Plan. Here's Why. | Rise in Retirement Ep. 47
    Aug 3 2025

    Need help in retirement? Go here: www.RiseInRetirement.com

    Jason is 63 with $620,000 saved—and he’s done with the grind. But with no home equity and a $3,600 monthly gap, his withdrawal rate is 7%. Can he retire now—or is it time to delay?

    DISCLAIMER: Great Lakes Retirement, Inc., operating under the DBA W.A. Smith Financial Group, is the sole SEC-Registered Investment Advisory firm. Investment Advisory Services are offered exclusively through Great Lakes Retirement, Inc. SEC registration does not imply an endorsement of the firm by the SEC, nor does it indicate a specific level of skill or qualification.

    Insurance and Tax Planning services offered through W.A. Smith Financial LLC. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

    This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. You can read more here: https://wasmithfinancial.com/disclosure/
    Show More Show Less
    12 mins
  • She’s 68 With $750K But 1 Health Emergency Could Wipe Her Out. | Rise in Retirement Ep. 46

    She’s 68 With $750K But 1 Health Emergency Could Wipe Her Out. | Rise in Retirement Ep. 46
    Jul 27 2025

    Need help in retirement? Go here: www.RiseInRetirement.com

    Susan is 68 with $750,000 saved—debt-free and living comfortably. But with no plan for long-term care or rising health costs, one medical emergency could flip everything. Can a good plan still fail if it’s missing just one piece?

    DISCLAIMER: Great Lakes Retirement, Inc., operating under the DBA W.A. Smith Financial Group, is the sole SEC-Registered Investment Advisory firm. Investment Advisory Services are offered exclusively through Great Lakes Retirement, Inc. SEC registration does not imply an endorsement of the firm by the SEC, nor does it indicate a specific level of skill or qualification.

    Insurance and Tax Planning services offered through W.A. Smith Financial LLC. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Form ADV Part 2A can be obtained by visiting https://adviserinfo.sec.gov and search for our firm name. ADV Form 2B is available upon request. Neither the information nor any opinion expressed is to be construed as solicitation to buy or sell a security or personalized investment, tax, or legal advice.

    This presentation has been provided for informational purposes only and is not intended as legal or investment advice or a recommendation of any particular security or strategy. The investment strategy and themes discussed herein may be unsuitable for investors depending on their specific investment objectives and financial situation. Information obtained from third-party sources is believed to be reliable though its accuracy is not guaranteed. Opinions expressed in this commentary reflect subjective judgments of the author based on conditions at the time of publication and are subject to change without notice. Past performance is not indicative of future results. You can read more here: https://wasmithfinancial.com/disclosure/
    Show More Show Less
    10 mins
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