Inspired Wealth Planning - Cordele

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Inspired Wealth Planning - Cordele

INVESTMENT PLANNING + FINANCIAL PLANNING + LIFE PLANNING = INSPIRED PLANNING Our team of professionals have years of experience in financial services.

Inspired Wealth Planning was founded in early 2023 with the mission of inspiring and supporting our clients on their financial journey. We can help you address your needs for today and for many years to come. Ricky's role at the firm is client engagement and strategy. Jynni will focus on client transitions and paraplanning, and Stacey will specialize in the client experience and multi-generational

relationships. We look forward to working with you! Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC (KPWS), an affiliate of Kestra IS. Inspired Wealth Planning is not affiliated with Kestra IS or KPWS. This profile is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of KPWS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance department at 844-5-KESTRA (844-553-7872). Investor Disclosures

09/02/2026

📈 Markets in a Minute | Washington’s Interest Rate Standoff

What’s driving long-term interest rates—and why does it matter for investors?

With the 30-year Treasury yield recently reaching its highest level in nearly two decades, the debate over interest rates is heating up. While the U.S. Treasury has taken steps aimed at easing pressure on long-term yields, the Federal Reserve continues to keep its focus on inflation.

The key takeaway? Long-term rates are influenced by many factors, including inflation, economic growth, government borrowing, and market expectations. For investors, today’s higher yields may also create opportunities for increased income within bond portfolios.

Check out this week’s Markets in a Minute for a closer look at what’s happening and what it could mean for the road ahead.
https://www.kestraim.com/market-insights/washingtons-interest-rate-standoff

📍 Inspired Wealth Planning
2021 Central Avenue | Cordele, GA 31015
📞 229-946-4004
📧 [email protected]
🌐 inspiredwealthplanning.com

08/31/2026

🏡 Financial Guidance Rooted in South Georgia

At Inspired Wealth Planning’s Cordele office, we bring more than four decades of financial guidance to individuals, families, business owners, and professionals throughout South Georgia.

Whether you’re preparing for retirement, managing the financial complexities of your business, or thinking about the legacy you want to leave behind, our goal is to provide personalized guidance built around your life, your priorities, and your future.

We’re proud to be part of the Cordele community and honored to help our clients navigate each stage of their financial journey with confidence.

Ready to start a conversation? We’d love to welcome you through our doors.

📍 Inspired Wealth Planning – Cordele
2021 Central Avenue | Cordele, GA 31015
📞 229-946-4004
📧 [email protected]
🌐 www.inspiredwealthplanning.com

08/28/2026

🌅 Future Focus Friday: What Does Retirement Mean to You?

Retirement isn't just about reaching a certain age—it's about creating the freedom to spend your time doing what matters most to you.

For some, it's traveling to new places. For others, it's enjoying more time with family, pursuing hobbies, volunteering, or simply having the flexibility to live life on your own terms.

The key is having a financial plan that supports the retirement you've envisioned.

Take a moment to ask yourself:
✔️ What do I want retirement to look like?
✔️ What experiences matter most to me?
✔️ Am I taking steps today to make that vision a reality?

Your retirement should reflect your goals, your values, and your dreams. Planning today can help provide the confidence and flexibility to enjoy tomorrow.

If you're ready to create a retirement strategy that's built around your vision for the future, we're here to help.

📍 Inspired Wealth Planning
Ricky Smith, AAMS®, CEPA
2021 Central Avenue, Cordele, GA 31015
📞 229-946-4004
📧 [email protected]
🌐 www.inspiredwealthplanning.com

08/26/2026

🎒 Money with Murphy | Back to School, Back to Student Loan Payments

Back-to-school season may put tuition costs front and center, but the impact of student debt can continue long after graduation.

In this week’s Money with Murphy, Kara Murphy takes a closer look at the challenges facing student loan borrowers—from missed payments and damaged credit to difficult financial tradeoffs involving spending, homeownership, and retirement savings.

She also explores what these pressures could mean for the broader economy and why, despite the challenges facing some borrowers, the overall consumer remains on relatively solid footing.

🎥 Tune in to this week’s Money with Murphy for insight into how student loan debt is shaping financial decisions today and potentially for years to come.

📍 Inspired Wealth Planning
2021 Central Avenue | Cordele, GA 31015
📞 229-946-4004
📧 [email protected]
🌐 inspiredwealthplanning.com

08/24/2026

At Inspired Wealth Planning, financial planning is about more than numbers—it’s about building relationships, understanding your goals, and helping you move forward with confidence.

As a growing community of trusted financial advisors, our team is committed to providing personalized guidance through every stage of your financial journey. From planning for retirement to building and protecting your wealth, we’re here to help you create a strategy focused on what matters most to you.

With offices serving communities across Georgia and Ohio, we’re proud to continue growing while keeping personalized service at the heart of what we do.

📍 Cordele • Perry • Griffin • LaGrange • Waycross • Moultrie • Upper Sandusky

Inspired Wealth Planning – Cordele
📍 2021 Central Avenue, Cordele, GA 31015
📞 229-946-4004
📧 [email protected]
🌐 www.inspiredwealthplanning.com

08/21/2026

🌅 Future Focus Friday: Conversations That Matter

Some of the most important financial planning happens around the kitchen table—not just in the advisor's office.

Talking openly with your family about your goals, retirement plans, estate wishes, and major life changes can help provide clarity today and reduce uncertainty tomorrow.

These conversations may not always be easy, but they can make a lasting difference for the people you care about most.

Consider discussing:
✔️ Your long-term financial goals
✔️ Retirement plans and expectations
✔️ Estate and legacy planning documents
✔️ Beneficiary designations and important financial information
✔️ Life changes that may impact your financial plan

A thoughtful conversation today can help your family feel more confident and prepared for the future.

If you're ready to start those conversations or review your financial plan, we're here to help.

📍 Inspired Wealth Planning
Ricky Smith, AAMS®, CEPA
2021 Central Avenue, Cordele, GA 31015
📞 229-946-4004
📧 [email protected]
🌐 www.inspiredwealthplanning.com

08/20/2026

🥚 Cracking the Retirement Nest Egg

Retirement planning is about more than reaching a certain age—it’s about understanding how the financial decisions you make today can influence the years ahead.

Join us for a FREE livestream webinar hosted by the Georgia Secretary of State and FINFIT Financially Fit, featuring Ricky Smith, AAMS®, CEPA, Founder and Managing Partner of Inspired Wealth Planning, alongside fellow panelist Shardea Ages, CFP®, and moderator Donna Lowry.

📅 Tuesday, August 25
⏰ 6:00–7:00 PM

The panel will discuss financial habits that can influence retirement decisions, common retirement challenges, strategies for building sustainable retirement income, and ways to make more informed financial choices.

Whether retirement is approaching or still years away, this is a great opportunity to gain practical insights to help strengthen your financial plan.

💻 Registration is FREE!
Visit sos.ga.gov/event/cracking-retirement-nest-egg or scan the QR code on the graphic to register.

We’re proud to see Ricky sharing his experience and helping provide valuable financial education to individuals and families across Georgia!

08/19/2026

🌎 Markets in a Minute: Iran, Oil, and the Long Road to Resolution

As the U.S.-Iran conflict continues, the effects are being felt well beyond the headlines. Elevated oil prices remain an important concern for consumers, businesses, and investors, with higher energy costs potentially adding pressure to inflation and interest rates.

At the same time, strong corporate earnings, continued AI-driven investment, and economic resilience have helped provide support amid ongoing uncertainty.

Periods like these are an important reminder that geopolitical events can create short-term market volatility, but keeping a long-term perspective and staying focused on your financial strategy can help you navigate changing conditions.

Have questions about what today’s market environment could mean for your financial plan? We’re here to help.

📍 Inspired Wealth Planning – Cordele
2021 Central Avenue | Cordele, GA 31015
📞 229-946-4004
📧 [email protected]
🌐 www.inspiredwealthplanning.com

08/14/2026

🌳 Future Focus Friday: Plant the Tree Today

The strongest financial futures don't happen overnight—they grow through consistent action, thoughtful planning, and time.

Just as every mighty oak begins as a small seed, every financial journey starts with a single decision to prepare for what's ahead.

This week, ask yourself:
🌱 Are you saving consistently?
🌱 Do you have a financial plan that reflects your goals?
🌱 Are you investing in your future?
🌱 When was the last time you reviewed your progress?

The best time to prepare for tomorrow is before you need it. Small steps taken today can create greater confidence, flexibility, and opportunity for years to come.

If you're ready to plant the seeds for a stronger financial future, we're here to help.

📍 Inspired Wealth Planning
Ricky Smith, AAMS®, CEPA
2021 Central Avenue, Cordele, GA 31015

📞 229-946-4004
📧 [email protected]
🌐 www.inspiredwealthplanning.com

08/12/2026

🤖 Money with Murphy – Is AI a Bubble? Why Diversified Investors Shouldn’t Panic

From the dot-com boom to the housing crisis, history has shown us that market bubbles can come and go. With excitement surrounding artificial intelligence continuing to drive markets, many investors are asking: Could AI be the next bubble?

In this week’s Money with Murphy, Kara looks back at what happened to diversified portfolios when past bubbles burst—and why those lessons are especially relevant in today’s AI-driven market.

The takeaway? Market trends may change, but maintaining a diversified, disciplined investment strategy can help investors navigate uncertainty without letting headlines drive long-term decisions.

📖 Read more:
https://www.kestraim.com/market-insights/money-with-murphy-ai-bubble

🎥 Watch the video:
https://www.youtube.com/watch?v=X9VV872872g

📍 Inspired Wealth Planning
Ricky Smith, AAMS®, CEPA
2021 Central Avenue | Cordele, GA 31015
📞 229-946-4004
📧 [email protected]
🌐 www.inspiredwealthplanning.com

Address

2021 Central Avenue
Cordele, GA
31015

Telephone

+12299464004

Website

http://www.inspiredwealthplanning.com/

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