Tyler Meyer, CFP®

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The Biggest Challenge in Retirement: When Saving Becomes the Problem

Investing, Kids and Money, Philosophy of Money, Retirement /

There’s a part of retirement planning that no spreadsheet can fix, and it’s probably the biggest challenge people face. It isn’t investment strategy or tax planning or market volatility. The real hurdle is simple. You’ve spent forty years saving. Now you’re supposed to turn around and start spending. The Challenge of Uncomfortable Emotions People picture […]

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Captive vs. Independent: What I Learned From My Time on Each Side

Philosophy of Money /

When I started out in financial services, I worked nearly a decade as a captive agent for the Knights of Columbus. That meant I represented only their products — fixed life insurance and annuities. Today, at QED Wealth Solutions, I work independently as a financial planner. Insurance is still part of the work I do,

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What I Wish Every New Retiree Knew (Before they retired)

Investing, Retirement, Social Security, Tax Planning /

Even the thought of retirement can be exhilarating. Knowing you’ll soon have the time freedom to do what you want, when you want, is enough to get even the most unimaginative person dreaming about the adventures, hobbies, and moments they’ve long put off. But along with the excitement comes some uncertainty. It’s hard to predict

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BBB & You: Big Beautiful Bill and What it means

Current Events, Retirement, Social Security, Tax Planning /

Just how “big” and “beautiful” are these BBB changes for retirees? When Congress names a bill the “Big Beautiful Bill,” you know two things right off the bat: As a financial planner, I’ve had a steady stream of people asking, “So is this actually good news for retirees, or just political fireworks with a fancy

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The Retirement Tax Time Bomb (and How to Diffuse It)

Investing, Social Security, Tax Planning /

If you’re like most people nearing retirement, you probably think the hard part is behind you. You worked hard, saved consistently, and now you’re looking forward to slowing down and enjoying what you’ve built. Cue the hammock, the coffee mug that says “World’s Okayest Golfer,” and maybe a national park or two. But hidden inside

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The Simple Retirement Formula You’ve Been Searching for

Investing, Retirement, Social Security, Tax Planning /

I recently had a client summarize retirement planning better than I ever could:“So basically… as long as I have more coming in than going out, I should be good?” Exactly! Income > Expenses = Freedom The math isn’t complicated. If your income is consistently greater than your expenses, then you’re not dependent on a paycheck

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The 7 Biggest Financial Mistakes Retirees Make (and How to Avoid Them)

Family Legacy Meeting, Investing, Retirement, Social Security /

Retirement should be the reward for a lifetime of hard work—a time to enjoy life without the stress of a paycheck. But for many retirees, financial missteps turn what should be their golden years into a period of stress and uncertainty. Consider this: A study from the Center for Retirement Research found that nearly half

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Client Conversation: What It’s Like to Work with Me on Your Retirement Plan

Fees, Investing, Retirement /

One of the things I value most about being a financial planner is the opportunity to have real, meaningful conversations with my clients. These discussions aren’t just about numbers—they’re about addressing personal concerns, setting goals, and building trust. I recently had a conversation with a client who shared some great questions about market volatility, retirement

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