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Kyle Gleich - Western & Southern Life

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New Albany, OH
Kyle Gleich - Western & Southern Life

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As a Financial Advisor in New Albany, I work to help my clients "make things happen."

Turning work and stress around retirement planning and investment decision making into moments of clarity and a tangible plan, and helping you do the same | Taking that uncomfortable first financial talk from concern and confusion to relief and clarity through a clearly refined profess that puts all of your financial pieces of the puzzle together. This clearly refined Process simply begins with a 10-15 minute “Introductory “Fit” Phone Call (https://calendly.com/kylegleich/15min).

11/03/2026

SLOW DOWN!

The most important advice I have probably given recently is not particularly sophisticated.

Slow down.

I have said some version of that repeatedly to women who have recently lost their husbands.

You do not need to decide everything today.

You do not need to suddenly become an expert on investments.

You do not need to make a permanent decision because somebody mailed you a 37-page packet with a deadline-looking date on it.

You do not need to move every account.

You do not need to sell the house.

You do not need to know where you're going to live five years from now.

There are decisions that matter immediately.

And there are decisions that can wait.

Part of good planning is knowing the difference.

Sometimes financial advice is about knowing what to do.

Sometimes it is equally valuable to know what NOT to do yet.

11/02/2026

YOUR 401(k) ISN'T ON THE BALLOT!

Election Day is tomorrow.

Your financial plan should not require a particular election result, agreed!?

Policies can change.

Tax rules can change.

Markets can react.

All of that matters.

But rebuilding a long-term portfolio around political expectations is something entirely different.

Your retirement horizon may be:

20 years.

30 years.

Maybe 40.

There will be a LOT of elections during that period.

Different administrations.

Different Congresses.

Different headlines.

Different crises.

Different opportunities.

Build a financial plan sturdy enough to survive changing political environments.

Then let your political decisions be political decisions…

and your financial decisions be financial decisions.

Don't wait on the sidelines, consider a call:

10/29/2026

THERE'S A WEIRD WINDOW AT 60–63

One of the more interesting retirement-plan changes in 2026 applies to people ages 60–63.

The regular 401(k)/403(b) employee contribution limit is $24,500.

But certain workers ages 60–63 can have an enhanced catch-up limit of $11,250.

That's potentially $35,750 of employee contributions.

And another major 2026 change:

Certain higher-earning employees making catch-up contributions may be required to make those catch-ups as Roth contributions.

Translation:

If you're 50+…

“I've always done my 401(k) this way”

is increasingly not a strategy.

Retirement rules keep changing.

Your elections should occasionally get reviewed too.

Source: IRS 2026 retirement plan limits.

Don't sit on the sidelines, consider a call:

10/28/2026

PSA: This is your "WE HAVE ABOUT EIGHT WEEKS UNTIL THE YEAR IS OVER," post.

The year isn't over.

But the planning window is getting smaller.

This is when we start asking:

→ Have we maximized the right retirement accounts?

→ Should any Roth conversion be considered?

→ Are there realized gains or losses to review?

→ Are charitable gifts happening this year?

→ Have required distributions been handled?

→ Are beneficiaries still correct?

→ Does cash need replenished?

→ Any major 2027 expenses coming?

→ Any estate-planning changes?

Tax planning done in February is often called:

Tax preparation.

Tax planning usually happens BEFORE December 31.

There is still time.

But the clock is officially audible now.

Don't sit on the sidelines, grab a time slot:

10/27/2026

AGE 50 IS THE RED ZONE

If you're 50–60…

you are entering one of the most important decades of your financial life.

Not because retirement is tomorrow.

Because you still have TIME.

Time to:

Adjust savings.

Pay down debt.

Change investments.

Build cash.

Make Roth decisions.

Evaluate pensions.

Plan Social Security.

Fix insurance.

Update estate documents.

Think about healthcare.

Test retirement dates.

The person who walks into my office at 58 saying:

“I'd love to retire at 62”

has options.

The person who walks in at 61 years and 11 months saying:

“I retire next month…”

has fewer.

Planning loves time.

Don't wait on the sidelines, consider a call:

10/23/2026

“My business is my retirement.”

Okay.

Then I have approximately 37 follow-up questions. 😂

What is it worth?

Who buys it?

When?

How is the purchase funded?

How much do you actually NET after taxes?

Can the business operate without you?

Are your children involved?

Do they WANT to be involved?

What happens if you die before the sale?

What happens if your partner does?

What if the sale happens five years later than expected?

Your business absolutely CAN be a major part of your retirement.

But:

“My business is my retirement”

isn't a retirement plan.

It's the beginning of one.

Don't wait on the sidelines, consider a call:

10/22/2026

BRING THE KIDS INTO THE ROOM

One thing I increasingly want my best client families to do:

Bring the adult children into the conversation.

Not to tell them:

“How much you're inheriting.”

That's not the point.

Teach them:

Who to call.

Where things are.

Who the attorney is.

Who the CPA is.

What Mom and Dad value.

What the broad plan is.

How decisions would be handled during an emergency.

I call this a Family Phone Call.

Nothing fancy.

No 74-slide PowerPoint.

Just:

“Hey. Everybody should know everybody.”

We spend decades building family wealth.

Maybe we should spend an hour preparing the family for it.

Wild idea.

Don't wait on the sidelines, consider a call:

10/21/2026

Growing Down, Not Out 🌱 Let me be clear:

I’m not trying to serve the whole world! Who, then?

Yes, you heard it correctly, we’re growing...down.

📉 Not chasing quick scale
📈 But going deeper with the right families, businesses, and individuals.

We’re here for the mutual fit — not everyone.
We don’t desire thousands of clients.

We need the right ones.

Who are they?

👩‍🦳 Women who have been left out of financial conversations, but are now seeking confidence, clarity, and control

🏢 Closely held family businesses ready to protect their legacy and plan for the next 100 years

🧠 Tenured professionals within 5 years of retirement, wondering, “What’s next… and will we be okay?”

If that’s you — or someone you care about — this is your place. (https://calendly.com/kylegleich/15min-1 )

We're not trying to be everything to everyone.
We’re built to be everything to the right someone.

10/19/2026

"BUT I OWN THE S&P 500 INDEX!" :-D

“I’m diversified. I own the S&P 500.”

Maybe.

You certainly own a LOT of companies.

But here's something worth understanding:

500 companies do not each get 1/500th of the vote.

Some of America's largest technology companies have an enormous influence on what happens inside major indexes today.

That doesn't automatically make an index bad.

It DOES mean investors should understand what they actually own.

Because diversification isn't:

“How many line items are on my statement?”

It's:

“What risks am I relying on?”

That question becomes more important when markets get concentrated.

Know what you own.

Know why you own it.

Know what job it performs.

Pretty simple philosophy.

Don't wait on the sidelines, consider a call:

10/16/2026

AI, MARKETS + MODERN INVESTING

AI EVERYWHERE!

67% of S&P 500 companies reporting Q2 earnings mentioned AI on their earnings calls.

Think about that.

Artificial intelligence may be transformational.

I use it.

Businesses are investing billions into it.

Productivity could change dramatically because of it.

And…

none of that eliminates one of the oldest rules in financial planning:

Excitement ≠ strategy.

A great technology can still create:

Expensive investments.

Crowded trades.

Concentration.

Volatility.

And emotional investors.

You don't have to choose between:

“AI will change everything!”

and

“AI is a bubble!”

There’s a third option:

Own a thoughtful portfolio built around your actual life.

Wild concept, I know.

Source: FactSet, September 18, 2026.

Don't wait on the sidelines, consider a call:

Address

6530 W. Campus Oval Suite 180
New Albany, OH
43054

Opening Hours

Monday	10am - 6pm
Tuesday	8am - 6pm
Wednesday	9am - 5pm
Thursday	8am - 6pm
Friday	8am - 12pm

Telephone

+16143054607

Website

http://wslife.com/agent/kgleich

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