Wheelhouse Advisory Group In the Media

We help individuals and families pursue their ideal retirements.

Watch Rishi Ghosh on KMOV Channel 4!

Get more retirement guidance from Wheelhouse Advisory Group by tuning into The Wheelhouse Retirement Show each week on Saturday nights at 6:30pm on CBS and Sunday nights at 11:00PM on CBS on KMOV Channel 4.

The Wheelhouse Retirement Show is a paid advertisement.

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Get a sneak preview:

Tv Episode 38

Episode 38:
  • Changes for the Distribution Phase
  • The Right Time to Consolidate Accounts
  • Donor Advised Funds
(Air Date: 09/28/2024, 09/29/2024)

Tv Episode 37

Episode 37:
  • Steps to Retire Early
  • Accessing Retirement Accounts Before Age 59.5
  • Tax Strategies for RMDs
(Air Date: 09/21/2024, 09/22/2024)

Tv Episode 36

Episode 36:
  • Required Minimum Distributions
  • Section 1202
(Air Date: 09/14/2024, 09/15/2024)

Tv Episode 35

Episode 35:
  • Optimizing Your Income Valley
  • Qualified Opportunity Zone Investing
(Air Date: 08/17/2024, 08/18/2024)

Tv Episode 34

Episode 34:
  • Special Guest Marty Ruby
  • Tax Allocations of Your Retirement Funds
  • Philanthropic Goals
(Air Date: 04/27/2024, 04/28/2024)

TV Episode 33

Episode 33:
  • Special Guest Marty Ruby
  • Legislative Risks
  • Tax Bill in Retirement
  • Grantor Retained Annuity Trust
(Air Date: 04/20/2024, 04/21/2024)

TV Episode – 32

Episode 32:
  • Capital Gains Taxes
  • Generation Skipping Transfer Tax
  • Health Savings Accounts
(Air Date: 3/23/2024, 3/24/2024)

TV Episode – 31

Episode 31:
  • Inverted Yield Curve
  • Avoiding Large Portfolio Hits in Early Retirement
  • Pros and Cons of Buffered ETFs
(Air Date: 3/30/2024, 3/31/2024)

TV Episode – 30

Episode 30:
  • Higher interest rates impact on your retirement
  • What you need to know about federal spending
  • Pros and cons of investing in target date funds
(Air Date: 2/24/2024, 2/25/2024)

TV Episode – 29

Episode 29:
  • What lessons can we learn from past recessions
  • Tips to help your income keep pace with inflation
(Air Date: 2/17/2024, 2/18/2024)

TV Episode 28

Episode 28:
  • Tips for taking advantage of historically low tax rates
  • Taxes on your Social Security income
  • Charitable Remainder Trusts (CRTs)
(Air Date: 12/2/2023, 12/3/2023)

TV Episode 27

Episode 27:
  • Components of a Comprehensive Retirement Plan
  • Your Income in Retirement
  • SECURE Act 2.0
(Air Date: 11/4/2023, 11/5/2023)

TV Episode 26

Episode 26:
  • Healthcare in Retirement
  • Basics of Medicare
  • IRMAA and Tax Planning
  • Long-Term Care in Retirement
(Air Date: 6/10/2023, 6/11/2023)

TV Episode 25

Episode 25:
  • Your Spending in Retirement
  • Understanding Your Withdrawal Rate
  • 5 Potential Speedbumps of Your Retirement
(Air Date: 5/13/2023, 5/14/2023)

TV Episode 24

Episode 24:
  • Rising Interest Rates
  • Bonds
  • Inflation
  • TIPS (Treasury Inflation Protected Securities
(Air Date: 3/18/2023 3/19/2023)

TV Episode – 23

Episode 23:
  • 3 Tax Classifications of Various Accounts
  • Real Net Worth vs Paper Net Worth
  • Married Filing Jointly vs Single Filing
  • Tax-Loss Harvesting
(Air Date: 7/8/2023, 7/9/2023)

TV episode 22

Episode 22:
  • Special Guest Marty Ruby
  • Tax Deferred Plans
  • "The No Compromise Retirement Plan" - The tax implications of how you save
  • Tax Code: Section 7702
  • Indexed Universal Life Insurance
(Air Date: 1/7/2022 1/8/2022)

TV episode 21

Episode 21:
  • Special Guest Marty Ruby
  • Tax Deferred Plans and a macro view on taxes
  • "The New Holistic Retirement" - Understanding tax and legislative risk in your portfolio
  • Tax Rule 72(t)
  • Indexed Universal Life Insurance
(Air Date: 11/19/2022, 11/20/2022)

TV Episode 20

Episode 20:
  • The 3 pillars of Total Retirement Planning
  • Proactive tax planning strategies
  • Social Security taxation
  • Components of a well-written retirement plan
(Air Date: 9/10/2022, 9/11/2022)

TV Episode 19

Episode 19:
  • Legislative Action - Will how your money is taxed change?
  • The SECURE Act
  • Long-Term Care and Medical Expenses
(Air Date: 8/6/2022, 8/7/2022)

TV Video #18

Episode 18:
  • 4 Keys to a Comfortable Retirement
  • Options For Your Old 401(k)
  • The Wheelhouse Process
(Air Date: 7/16/2022, 7/17/2022)

TV Video #17

Episode 17:
  • Combating Inflation
  • Maximizing Social Security benefits
  • 4 Bucket Investment Strategy
(Air Date: 6/11/2022, 6/12/2022)

TV Video #16

Episode 16:
  • Empowering female investors
  • Tailoring old investments to new goals
  • Ask the Advisor
(Air Date: 1/29/2022, 1/30/2022)

TV Video #15

Episode 15:
  • Unexpected early retirements
  • Proactive tax planning and health insurance costs
  • Reducing your RMD tax bills
(Air Date: 1/22/2022, 1/23/2022)

TV Video #14

Episode 14:
  • Prepping for a market correction
  • Taxes: Why your retirement lifestyle may be in jeopardy
  • Resisting the urge to play Wall Street roulette
(Air Date: 1/14/2022, 1/15/2022)

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