DLAK Wealth Advisors

10/16/2026

Tax Planning is Like Dieting 💪💰

You don't accidentally get six-pack abs, and you don't accidentally become more tax-efficient in retirement! You always need a plan. Watch our latest podcast, Tax Strategies for Retirees, to learn why having a proactive tax strategy can make a meaningful difference in your retirement years.

Follow us for more retirement strategies that actually make sense!

Link to New Podcast: https://youtu.be/xsgRCcvkfOo?si=blWXUL3LAMaq-qqF

10/13/2026

Retirement Doesn't Always Mean Lower Taxes! 😅💰

Many people plan for retirement income, but fewer plan for the taxes that come with it. Watch our latest podcast, Tax Strategies for Retirees, to learn why tax planning doesn't stop when your career does—and how the right strategy can make a difference in retirement.

Follow us to see more helpful videos like this one!

Link to New Podcast: https://youtu.be/xsgRCcvkfOo?si=uMqWR_dvJME8zYAY

10/08/2026

🏡 Where Does Your State Rank for Property Taxes?
Property taxes can look very different depending on where you call home. 🏠💰

This 2026 snapshot shows how property tax rates compare across the U.S., from some of the lowest-tax states to some of the highest.

Why does it matter? Because when you’re thinking about buying a home, relocating in retirement, or investing in real estate, the purchase price is only part of the equation. Ongoing property taxes can have a meaningful impact on your overall financial picture.

📍Check out the map and find your state. Did its ranking surprise you?

10/06/2026

The Social Security Tax Myth Most Retirees Believe
"85% of your Social Security is taxable."

It's one of the most widely misunderstood statements in retirement planning.

In this episode, The Wealth Whisperer breaks down what that phrase really means, how Social Security taxation actually works, and the mistake many retirees make when they hear it.

❓True or False: If 85% of your Social Security benefits are taxable, you'll automatically owe federal income taxes.
https://youtu.be/xsgRCcvkfOo?si=zfeIta2RGny1Nh9K

Drop your answer below before watching 👇

✅ Follow Talks with The Wealth Whisperer for more retirement, tax, and wealth-building insights.
✅ Like & share this video with someone nearing retirement.
✅ Subscribe for simple explanations of complex financial topics.

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10/02/2026

DLAK is proud to be one of the sponsors of Springboro Cheer's bag bingo fundraising event!

✨ Sponsor Spotlight! ✨

Next, we’re shining the spotlight on DLAK Wealth Advisors! 💙🤍📣

A HUGE THANK YOU to DLAK Wealth Advisors for sponsoring our Springboro High School Cheer Designer Bag Bingo! Your support helps make this fundraiser possible and directly benefits our cheerleaders. We are incredibly grateful for local businesses that invest in our athletes and our community! 🥰

DLAK Wealth Advisors provides financial planning and investment management, with services including retirement planning, wealth management, investment management, estate strategy, and corporate retirement plans. Their approach focuses on understanding each client’s goals, needs, timeframe, and risk tolerance to develop a personalized strategy.

If you’re looking for guidance as you plan for your financial future, be sure to check out DLAK Wealth Advisors and show our sponsor some love! 💙

📍 Dayton Office: 7755 Paragon Rd., Suite 107, Dayton, OH 45459
📞 513-914-1960
🌐 DLAK Wealth Advisors⁠

Thank you, DLAK Wealth Advisors, for cheering on our cheerleaders! 📣💙🤍

10/01/2026

What Is Registration Diversification? 💰📊

When it comes to investing, diversification isn't just about what you own. It can also be about where you hold your money. Watch our latest podcast, Tax Strategies for Retirees, to learn about the three primary types of account registrations to consider.

LINK:
https://youtu.be/xsgRCcvkfOo?si=jXStEN3IKxz5TVCk

❓ Question for you: Which account type do you use the most—Traditional, Roth, or Brokerage?

💬 Drop your answer in the comments!

09/30/2026

💡 It's Not What You Make in Retirement... It's What You Keep.

Tax planning can play a significant role in protecting your wealth throughout retirement. In our latest episode, Tax Strategies for Retirees, we discuss the strategies, decisions, and tax considerations every retiree should understand.

🎙️ Watch now ⬇️

The amount of money you actually get to keep is largely impacted by...

09/25/2026

Great information from The FAFSA Guru and an important reminder for our clients navigating college planning! 🎓

At DLAK, we believe financial planning means looking at the full picture. Not just investments, but how today’s decisions can impact your family’s financial future.

Planning for college? Let’s make sure your finances are working as efficiently as possible.

09/24/2026

Is Leasing an EV Actually Worth It? ⚡🚗

EVs come with some unique costs and benefits, but how does leasing one compare to buying? Beyond the monthly payment, there’s also the peace of mind that comes with leasing, including less worry about maintenance and unexpected repair costs during the lease term.

Check out our latest episode of Money Talks with The Wealth Whisperer: "Should You Buy or Lease Your Next Car?"

LINK:
https://youtu.be/2rVeZ5gTFCU?is=9OxBRe_guaI_oaJK

❓ Question for you: If you were getting an EV, would you rather buy or lease?

💬 Drop your answer in the comments!

09/22/2026

Stop Chasing the "Nicest" Car

The nicest car in the driveway isn't necessarily the best sign of financial progress. 🚗 If you're focused on getting the fanciest car for the lowest monthly payment, you may be missing the bigger picture.

Check out our latest episode of Money Talks with The Wealth Whisperer: "Should You Buy or Lease Your Next Car?"

LINK:
https://youtu.be/2rVeZ5gTFCU?si=QYrkh647ycKBhzNm

❓ Question for you: Would you rather drive a nicer car now or put that money toward your long-term financial goals?
💬 Drop your answer in the comments!