Wagner Wealth

10/10/2026

Who says Saturday mornings can’t be productive?! Charlotte showed up ready to learn!

A great Saturday morning at Queens University in Charlotte, discussing Social Security, retirement income strategies, and important financial decisions that can shape the years ahead.

At Wagner Wealth Management, we’re passionate about helping individuals and families better understand their options and plan for the retirement they envision.

Thank you to everyone who joined us this morning!

10/09/2026

How long you hold an investment can make a difference when tax time comes around. 📈

Short-term and long-term capital gains are treated differently, and understanding how taxable income fits into the equation can help you make more informed financial decisions.

Know the rules before you make the move.



For educational purposes only. Not intended as financial, investment, or tax advice.

10/08/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Wagner Wealth Management is a fiduciary advisory firm offering holistic retirement planning in Charlotte, Tampa, and St. Petersburg. We provide personalized strategies in income, investments, taxes, and estate planning to help you achieve lasting security.

10/07/2026

Making $400K doesn’t automatically mean a $9,333 monthly payment fits comfortably. 🏠

The percentage may look reasonable on gross income, but taxes and other expenses can tell a very different story once you look at take-home pay.

Affordability isn’t just about what you earn. It’s about what you actually keep.



For educational purposes only. Not intended as financial, tax, or mortgage advice.

10/06/2026

Wondering if you need a Long-Term Care plan? 🤔

The right plan can help you prepare for future care needs while protecting the financial future you’ve worked hard to build.

Stick around as we break down what Long-Term Care is, who may need it, and what you should consider before making a decision.

Disclosure: Andrew Wagner or Wagner Wealth are not affiliated with or endorsed by the Social Security Administration or any other government agency.

10/05/2026

Medicare mistakes can be expensive, and some can follow you for years. ⚠️

From missed enrollment windows to unexpected premiums and coverage gaps, knowing the rules before you enroll can make a big difference.

Plan ahead. Know the deadlines. Avoid costly surprises.



For educational purposes only. Not intended as financial, tax, or Medicare advice.

10/02/2026

Understanding your tax bracket can change the way you look at your income. 📊

Being in the 32% bracket doesn’t mean every dollar you earn is taxed at 32%.
Federal income taxes use a progressive system, meaning different portions of taxable income are taxed at different rates.

Know your marginal rate. Understand the numbers. Plan smarter.

Have questions about your financial strategy? Send us a DM.



For educational purposes only. Not intended as tax or financial advice.

10/02/2026

How much financial risk are you really taking? 📊

In this video, Andrew breaks down 4 signs you may be taking on too much financial risk and why recognizing them can be an important part of protecting your financial future.

Know the signs. Understand your risk. Plan accordingly.

Disclosure: Andrew Wagner or Wagner Wealth are not affiliated with or endorsed by the Social Security Administration or any other government agency.

09/30/2026

Your Roth IRA may be more flexible than you think. 👀

The rules for contributions, conversions, and earnings aren’t all the same, and understanding those differences can help you make more informed decisions about your money.

Know the rules. Understand your options. Plan with confidence.

Have questions about how this could apply to your situation? Send us a DM.



For educational purposes only. Not intended as financial or tax advice.

09/29/2026

Your tax strategy shouldn’t be based on what sounds best. It should be based on the numbers. 📊

For high earners, the decision between Roth and pre-tax contributions can have a significant impact over time.

The key is understanding your tax rate today versus what it may look like in retirement.

Think beyond this year. Plan for the lifetime.

Have questions about your retirement or tax strategy? Send us a DM.