Retire Smart Utah

06/15/2026

Has inflation eaten away at your potential retirement plans? Check out this story to learn how you can stay prepared for what's ahead.

Worth the read. 💭 https://ow.ly/htE950YZeXO



The following link/content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way guarantees its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, ex*****on of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results.

The price of everything is rising, but that doesn't have to derail your retirement plans. Ask yourself these questions to make sure you are still on track.

06/08/2026

Two heads are better than one.

Managing partner Ed Kinsey and president Marc Roethel operate 5 Wealth Management with a client-first mindset.

Click here to meet the team!
https://5wealth.info/meet-the-team/

06/07/2026

Let’s make retirement planning a team effort.

You have the goals. Ed and Marc have the experience and know-how to make them a reality. Tune into Retire Smart Utah to learn how we can help.

06/04/2026

Investing now and taking advantage of rule changes can help you make a dent and start compounding your returns.

05/27/2026

Catch Marc Roethel on Retire Smart Utah this Saturday at 9 AM.

He shares straightforward conversations around retirement and the decisions that come with it.

Will you be tuning in this weekend?

05/25/2026

Grab life by the horns!

Whether you share Ed Kinsey's passion for hunting, prefer to hit the beach, or travel the globe, 5 Wealth Management is here to help you hit all your financial targets!

05/20/2026

Putting faces to the names behind the conversations you hear each week.

Marc and Ed have spent years helping people get ready for retirement and make sense of the decisions along the way.

Have you started thinking about what you want your retirement plan to look like?

05/18/2026

At one point or another, many people put their career on the back-burner to focus on family matters.

What you may not realize is that time away from work could cut into your Social Security payouts. At 5 Wealth Management, we build comprehensive plans to help ensure you receive every penny you deserve.

05/13/2026

That “retirement number” keeps getting bigger… 💭

Many people think they need around $1.46M to retire, but most aren’t anywhere close, and rising costs aren’t helping.

Take a closer look here: https://ow.ly/K4Sb50YOjX9

Do you have a number in mind for your own retirement?



The following content may include information obtained from third-party sources deemed reliable by Foundations, but accuracy and completeness are not guaranteed.
Foundations had no involvement in the creation of this content and made no revisions.
This information is subject to change without notice and may not reflect the views of Foundations.
Nothing herein constitutes investment, legal, or tax advice, or a recommendation for any specific individual.
Personalized investment advice requires engagement with Foundations and completion of required documentation.
All investments involve risk. Past performance is not indicative of future results.

Most people fall far short of the savings they say they will need to maintain their standard of living in retirement, data shows.

05/10/2026

Moms do a lot, often without asking for anything in return 💐

Today is a good reminder to slow down and appreciate the care, time, and love they give every day.

What’s one thing you’re grateful for when it comes to your mom or a mother figure in your life?