📱 Ready to retire happy? Schedule a no-cost, no obligation consultation with us here: https://ghwealthadvisors.com/contact-us/

Most people review their finances only when something goes wrong: a market drop, a job loss, or a scare. Today, Colin and Victor explain why the best time to review your retirement plan is when things are going well, not after a market downturn. Want to keep more of what you earn and feel confident when markets change? Tune in to hear what areas matter most when planning ahead.

Here’s some of what we discuss in this episode:

☀️ Planning in Good Times: Why strong markets are ideal for review

📊 Performance vs. Risk: Are returns worth the volatility you’re taking?

🧾 Tax Efficiency: How taxes quietly reduce real returns

🧭 Review & Adjust: Using clarity, not fear, to guide decisions

___________________________________________

Connect with Gray Hurst Wealth Advisors

📌 Our website: https://ghwealthadvisors.com/

📞Phone: (513) 984-5999

🗓 Schedule your no-cost consultation: https://ghwealthadvisors.com/contact-us/

📚 Check out our other no-cost financial resources here: https://ghwealthadvisors.com/#

🎥Check us out on YouTube: https://www.youtube.com/channel/UCXCpq47Qa73uQZyYu4fcCAw

📌 Follow Us on Social Media

📍Facebook: https://www.facebook.com/TeamVictorGray

📍LinkedIn: https://www.linkedin.com/in/colinjhurst/

📱 Ready to retire happy? Schedule a no-cost, no obligation consultation with us here: https://ghwealthadvisors.com/contact-us/

Most people treat tax season like a once-a-year chore, and that mindset can quietly cost them. Colin and Victor explain why filing your 2025 return is really all about planning ahead for 2026 and beyond. You’ll hear about the unique tax challenges that retirees face and how proactive planning creates more control, fewer surprises, and could mean money in your pocket.

Here’s some of what we discuss in this episode:

📅 Looking Ahead: Why filing should trigger planning

🧠 Retiree Strategy: Managing taxes without a paycheck

🧾 Using Deductions: Planning early instead of scrambling

🧭 Tax Planning Mindset: Why a written plan matters

___________________________________________

Connect with Gray Hurst Wealth Advisors

📌 Our website: https://ghwealthadvisors.com/

📞Phone: (513) 984-5999

🗓 Schedule your no-cost consultation: https://ghwealthadvisors.com/contact-us/

📚 Check out our other no-cost financial resources here: https://ghwealthadvisors.com/#

🎥Check us out on YouTube: https://www.youtube.com/channel/UCXCpq47Qa73uQZyYu4fcCAw

📌 Follow Us on Social Media

📍Facebook: https://www.facebook.com/TeamVictorGray

📍LinkedIn: https://www.linkedin.com/in/colinjhurst/

📱 Ready to retire happy? Schedule a no-cost, no obligation consultation with us here: https://ghwealthadvisors.com/contact-us/

Scams aren’t just more common these days; they’re more convincing. What used to be obvious red flags now look and sound legitimate, especially as technology makes it easier for criminals to impersonate banks, businesses, and even family members. Colin and Victor expose how modern scams work, why good, intelligent people are getting caught off guard, and what to do if you think you’re a victim of a scam.

Here’s some of what we discuss in this episode:

🧠 Smarter Scams: Why fraud looks more legitimate now

🤖 AI Impersonation: How voices and identities are faked

📞 Stop and Verify: What to do when contacted

🛡️ Trusted Resources: Where to turn for help

___________________________________________

Connect with Gray Hurst Wealth Advisors

📌 Our website: https://ghwealthadvisors.com/

📞Phone: (513) 984-5999

🗓 Schedule your no-cost consultation: https://ghwealthadvisors.com/contact-us/

📚 Check out our other no-cost financial resources here: https://ghwealthadvisors.com/#

🎥Check us out on YouTube: https://www.youtube.com/channel/UCXCpq47Qa73uQZyYu4fcCAw

📌 Follow Us on Social Media

📍Facebook: https://www.facebook.com/TeamVictorGray

📍LinkedIn: https://www.linkedin.com/in/colinjhurst/