Kyle Gleich - Western & Southern Life

05/28/2026

05/27/2026

Grateful for the opportunity to share the stage with the brilliant and always witty Chris Shipley to host a fireside chat on the state of the global economy and market to the entire qualifying group of financial specialists for this year’s annual meeting!

05/27/2026

Honored to have the opportunity to share the stage with Chris Shipley, Co-Chief Investment Officer of Fort Washington Investment Advisors, at Western & Southern Life’s Leaders meeting.

Among other topics, we discussed:

- The Client/Advisor Relationship: The fact that financial advisors today need to be on the front end of volatility with their clients, leading through concerning times, calling their clients and not hiding under desks!

- The state of markets and the global economy, today

- The Horizon: Where US equity markets could go, from here.

05/26/2026

Money alone is not worth chasing.

Your "Why" behind where it all leads for you...that's worth exploring.

05/22/2026

Folks.

MONEY is Finite.

WEALTH is not Finite.

Wealth is freedom. Wealth is choice. Wealth are valuable assets. Skills. Your creativity. Your creations.

Money is a way of moving wealth.

When we next talk, I'm curious, without talking about your "money," how will you honestly think about your "Wealth?"

05/21/2026

Both Empowering & Educating Women who might be facing an impending separation is something in which we specialize.

Why?

I literally became borderline sad and frustrated myself meeting with women AFTER their divorce who had been left "out in the cold" the entire marriage with regards to finances.

The WSJ's recent articles that they have been pumping out, hit some of these topics, right on the head.

"One of the biggest advantages of marriage is the lifestyle upgrade that combining two incomes can bring. The benefits, which include tax breaks, can compound powerfully over a lifetime. Yet a significant share of marriages end in divorce, and when they do, those economies of scale quietly go away."

Marriage is an economy of scale. And divorce means confronting harsh realities about the cost of being solo.

05/18/2026

Tomorrow, Erica and I depart for a wonderful trip to Puerto Rico, together, centered on performance and awards from the PREVIOUS year's work, more importantly, the trust that our clients placed in us throughout 2025.

This is an interesting question that I get often from others and I find it interesting given how long I have to go until my own retirement!

That question is always around, "Kyle, when do you think you'll retire?" "When will you be done?" Etc. Etc.

I'm sharing this because of one glaring reality that burns inside of me.

My answer to the above question is simply:

"I apply and am passionately interested in the creation of wealth and those same principles shared with my very own clients. Practicing what I preach, yes, but going into this TRIP (tomorrow!) to beautiful Puerto Rico, I can confidently tell EVERYONE reading that I have a burning desire in me with this beautiful work that we do where there is never an age, a destination, an end in sight. It's an evolution. I am a growth minded individual and I plan on growing and developing until the Lord takes me!"

THANK YOU for all of your time, trust, and friendship throughout all of last year!

05/18/2026

Empowering & Educating Women who might be facing an impending separation is something in which we specialize.

Why?

I literally became borderline frustrated myself meeting with women AFTER their divorce who had been left "out in the cold" the entire marriage with regards to finances.

The WSJ's recent articles that they have been pumping out, hit some of these topics, right on the head.

"Marriages fall apart for any number of reasons. What’s known as financial secrecy or infidelity—from hiding when an income source dries up to keeping a secret bank account—is at the center of many splits, divorce lawyers say."

Marriage is an economy of scale. And divorce means confronting harsh realities about the cost of being solo.

05/15/2026

WE WORK BEST WITH
FAMILIES WHO VALUE
INTEGRATED PLANNING

Not everyone is a fit for our firm. We are not a fit for every person.

"That's A-Ok!"

And that’s intentional.

We work best with:

• Business owners with legacy aspirations
• Professionals 50+ nearing retirement
• Divorced or widowed women stepping into leadership

Because at that level…

Coordination matters more than commentary.

05/14/2026

In New Albany, we are:

- A family-first guy who actually lives what he preaches

- A connector of people

- A trusted advisor to real humans with real complexity

- Someone who can talk markets and smoked brisket in the same conversation