RDW Financial Group

RDW Financial Group "Link in bio" ⬇️
linktr.ee/RDWFinancialGroup At RDW Financial Group, we believe that π—Έπ—»π—Όπ˜„π—Ήπ—²π—±π—΄π—² π—Άπ˜€ π—½π—Όπ˜„π—²π—Ώ, and with that comes peace of mind.

At RDW Financial Group, we believe you deserve confidence in your financial future, and our team is committed to providing honest guidance and education to help you achieve it. That’s why we simplify concepts and create holistic, individualized financial plans. From meeting individually with clients to offering a free learning center to the community, RDW Financial Group has your best interest in

mind, and we aim to help you design the future you envision. Our team of professionals strives to educate our clients through relevant financial services, such as:

βœ”οΈ RETIREMENT INCOME & SOCIAL SECURITY PLANNING
βœ”οΈ PORTFOLIO MANAGEMENT & 401(K) OPTIMIZATION
βœ”οΈ TAX PLANNING
βœ”οΈ RISK MITIGATION
βœ”οΈ LIFE, LONG-TERM CARE, & MEDICARE SUPPLEMENTAL INSURANCE
βœ”οΈ PREMIUM FINANCE
βœ”οΈ LEGACY & ESTATE PLANNING
βœ”οΈ CHARITABLE GIVING
βœ”οΈ COLLEGE FUNDING
βœ”οΈ STRATEGIC BUSINESS PLANNING

Start living the life you’ve earned.

09/02/2026

Retirement is lasting longer than it used to.

That's great news.

BUT, it also means your retirement plan may need to last longer, too. πŸ‘€

A strategy that considers income, healthcare, taxes, long-term care, and market risk can help prepare for the road ahead, no matter how many miles retirement brings.

πŸ“Ί Catch "Wealth in the Winner's Circle" every Saturday at noon on Channel 13 WTHR Indianapolis.

Many people spend years building their retirement savings.What often gets overlooked is how taxes may affect those dolla...
08/31/2026

Many people spend years building their retirement savings.

What often gets overlooked is how taxes may affect those dollars once retirement begins. πŸ‘€

The reality is that retirement planning isn't just about how much you've saved. It's also about understanding where those savings are held, how withdrawals are taxed, and how those decisions can impact your long-term income.

That's why tax planning is often an important piece of the retirement conversation. The more you understand today, the more informed your decisions can be tomorrow.πŸ’‘

08/28/2026

When people think about retirement risks, the stock market is usually the first thing that comes to mind.

πŸ“ˆπŸ“‰ But market volatility is only one piece of the puzzle...

Taxes, investment risk, account fees, estate planning, and how you generate retirement income all have the potential to shape your financial future. Looking at each piece individually can leave gaps. Bringing them together into one coordinated strategy can help create a stronger plan.

Tune in to "Wealth in the Winner's Circle" later today and every Saturday at noon on Channel 13 WTHR Indianapolis for more retirement planning insights. πŸ“Ί

Happy Birthday, Harley! πŸŽ‰From serving our country to serving families across Indiana, helping others has always been a b...
08/27/2026

Happy Birthday, Harley! πŸŽ‰

From serving our country to serving families across Indiana, helping others has always been a big part of Harley's story. He's a proud husband to Ashley, father of two, and someone who genuinely cares about helping people prepare for what's next.

Join us in wishing Harley a fantastic birthday! πŸŽ‚

08/24/2026

One reason annuities can be confusing is that the term covers several different types of products with very different features. 🀨

For example, a variable annuity is designed to provide exposure to market-based investments, which means its value can rise and fall along with the markets. Some products may also include insurance features intended to provide certain protections or income benefits.

πŸ’‘ Understanding how these pieces work together is important because the right fit depends on your risk tolerance and overall retirement strategy.

That's why education should always come before decisions.

You could say racing is part of the Indiana way of life.Earlier this year, Leo competed in his first big race at Kaminsk...
08/21/2026

You could say racing is part of the Indiana way of life.

Earlier this year, Leo competed in his first big race at Kaminsky Park (kaminskypark) in Monticello and earned a second-place finish. 🏁

Congratulations, Leo! We can't wait to see what's next.

08/19/2026

The best retirement planning conversations aren't always about investments.

Sometimes they're about helping people feel more confident about the future. πŸŒ„

One couple came to us convinced they wanted nothing to do with annuities. After taking the time to explore their goals and build a plan around what mattered most to them, they discovered that what they appreciated most wasn't the product itself.

It was knowing they had a strategy in place that helped support their retirement lifestyle and reduced some of the uncertainty they felt before.

That's the power of planning.

πŸŽ₯ Catch "Wealth in the Winner's Circle" every Saturday at noon on Channel 13 WTHR Indianapolis.

08/17/2026

How much risk are you really comfortable taking? πŸ€”

It's an easy question when markets are calm. It's a much harder question when markets become unpredictable.

Understanding your risk tolerance is an important part of retirement planning because your portfolio should reflect both your goals and your comfort level along the way.

πŸ“ Use our link in bio to take the Retirement Risk Quiz and see how your preferences align with your current approach.

08/14/2026

Do you know how your 401(k) is invested? πŸ€”

Not just what the balance is, but why it's invested that way?

Many people spend years contributing to workplace retirement plans without ever having a real conversation about whether their investment mix still fits their goals, timeline, or comfort level.

A retirement account is a valuable tool. A retirement strategy takes it a step further.

πŸ“Ί Catch "Wealth in the Winner's Circle" every Saturday at noon on Channel 13 WTHR Indianapolis.

Still have questions about retirement? From Social Security timing to taxes in retirement, there’s a lot to sort through...
08/12/2026

Still have questions about retirement? From Social Security timing to taxes in retirement, there’s a lot to sort through and not always a clear place to start. 🀷

That’s exactly why "Wealth in the Winner’s Circle" was created. On set with Dave Williams, the focus is on real conversations around real retirement topics. No complicated jargon. Just straightforward insights to help you better understand your options.

Use our link in the comments to catch up on past episodes on our YouTube channel.

Address

777 Beachway Drive, Ste 108
Indianapolis, IN
46224

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

Telephone

+13178027672

Website

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