Rezny Wealth Management, Inc.

Rezny Wealth Management, Inc. Fee-Only Fiduciary Wealth Management | Retirement & Investment Planning | Educational Insights | Fort Myers, FL Local Business

09/05/2026

A free steak dinner can be enjoyable, but it should never replace careful research when an indexed annuity is being presented.

Before purchasing an annuity, understand the surrender period, liquidity restrictions, participation rate, caps and how the salesperson is compensated.

It is also important to compare the contract with other conservative alternatives and determine which option fits your financial objectives.

Learn more at www.reznywealth.com

09/04/2026

Can you move money from your 401(k) while you are still working?

Some employer retirement plans permit eligible participants to complete what is commonly called an in-service distribution or in-service rollover. However, availability depends on the rules of your specific plan.

Before making a decision, ask your human resources department or plan administrator whether the option is available and carefully compare the fees, services, investment choices, tax considerations and protections of both accounts.

Learn more at www.reznywealth.com.


09/03/2026

Your friends may tell you about the stocks that performed well, but are they also telling you about their losses and complete portfolio results?

Following a hot investment tip or reacting to someone else’s fears can lead you away from your own objectives and long-term strategy.

Before jumping on the investment bandwagon, focus on research, risk, and whether the decision actually fits your financial plan.

Learn more at www.reznywealth.com.


08/29/2026

When should you actually make changes to your investment portfolio?

Portfolio adjustments shouldn't be made simply for the sake of making changes. They should be driven by meaningful factors such as changing market conditions, evolving personal goals, shifts in risk, new investment opportunities, and broader economic developments.

In this clip, Brian Rezny explains why a disciplined investment strategy should remain flexible enough to adapt when circumstances change.

The goal is not constant activity. It's making thoughtful portfolio changes when they are appropriate for your strategy and long-term objectives.




08/28/2026

What should you do when the market starts to fall?

Short-term market declines and volatility are a normal part of investing. Reacting after investments have already declined can sometimes create additional problems rather than solve them.

In this clip, Brian Rezny discusses why investors shouldn't automatically panic during a market correction, while also explaining why portfolios should still be reviewed and adjusted when changing conditions make those changes appropriate.

The goal isn't to react to every market movement. It's to remain disciplined and make thoughtful decisions based on your overall investment strategy.


08/27/2026

Do you know why certain investments are being used in your portfolio?

Proprietary mutual funds can create important questions for investors, especially when the financial firm recommending the investment also receives additional compensation from its own products.

In this clip, Brian Rezny discusses proprietary funds, investment expenses, advisor incentives, and why investors should understand exactly what they own and why it was selected.

A disciplined investment strategy should include regularly reviewing holdings and determining whether they continue to fit your portfolio and long-term goals.


08/21/2026

Is your investment portfolio being actively managed or has it quietly become “set it and forget it”?

Over time, portfolios can drift, risk levels can change, and investment expenses can impact long-term performance.

Brian discusses why investors should understand what they own, what they’re paying, and whether meaningful changes are actually being made to their portfolio.

Being invested is one thing.
Knowing how your portfolio is being managed is another.

08/20/2026

Are you investing with a strategy or simply reacting to what's popular?

Successful investing requires more than buying investments that recently performed well.

Having discipline, knowing when to trim positions, avoiding speculation, understanding expenses, and having a strategy for both buying and selling can all play an important role in long-term portfolio management.

In this clip, Brian Rezny discusses several common investing behaviors that can work against investors and their long-term financial goals.

08/18/2026

Should your portfolio change when you retire?

Retirement doesn't necessarily mean shifting your entire portfolio toward income-producing investments.

In this clip, Brian Rezny discusses the concept of a **total return strategy** and how balancing growth and income may help investors address their income needs, inflation, and long-term portfolio goals throughout retirement.

The right strategy isn't simply about generating income today. It's about considering how your portfolio may need to support you throughout retirement.

Watch to learn more.



08/17/2026

Are you investing... or are you speculating?

It's a simple question, but understanding the difference can have a significant impact on your long-term financial success.

In this week's Q&A, Brian discusses why disciplined investing isn't about chasing the next big opportunity, it's about making informed decisions based on research, patience, and a long-term strategy.

In this video:

• Investing vs. Speculating
• Smart Diversification
• The Risk of Chasing Trends
• Building Long-Term Wealth

Our mission is to help investors make more informed financial decisions through education.

Watch the video below
https://youtu.be/q3ULqxocywE

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Fort Myers, FL

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 4pm

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