Moneywise CEO, Sherod Waite, shares a video commentary on three common rules of thumb that currently might not make sense for some everyday people and everyday investors. Listen to hear our current Moneywise thoughts on 1) residential homes as the main savings vehicle/personal “ATM” 2) maxing out your 401k or other company-sponsored retirement plan and 3) retirees and hanging on to stocks.

PLEASE NOTE! We at Moneywise Wealth Management do not suggest making any decisions that might impact your long term financial plan or your investment portfolio without first consulting with a trusted financial professional. If you would like to learn more about how our Moneywise financial advisors can help you, your family and business, please reach out to us! We’re here to help in any way that we can.

BE SMART. BE STRATEGIC. BE MONEYWISE. 

Moneywise Wealth Management
661-847-1000 or info@moneywiseguys.com