Young Wealth Management

Young Wealth Management Young Wealth Management specializes in retirement planning for the greater Columbus area as well. BCM and Young Wealth Management are independent of each other.

Young Wealth Management is a comprehensive financial planning firm that aims at protecting your past, leading you through the present, and preparing for your future. We are a comprehensive wealth and retirement planning firm dedicated to guiding you to and through your retirement years. We pride ourselves in providing clients with unique strategies and plans so that they can have peace of mind for

their future. Young Wealth Management understands that your financial journey changes as you enter new phases of your life. That is why we are an extremely relationship oriented firm that is dedicated to guiding you through, from start to finish. We focus on helping educate our clients on solutions that fit their specific situation and strive to ensure they understand how a strategy works before implementing anything on their behalf. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. Insurance products and services are not offered through BCM but are offered and sold through individually licensed and appointed agents.

06/23/2026

Celebrate America’s 250th with Young Wealth Management! 🇺🇸

We’re giving away an American flag to one lucky winner! 🙌

To enter, simply drop a patriotic comment below! ❤️🤍💙

🗳️ Contest ends July 3rd at 4 PM EST
🏆 Winner announced shortly after!

Let’s celebrate 250 years of freedom together. Good luck from all of us at Young Wealth Management

From your Young Wealth Management team – wishing all the amazing dads out there a wonderful Father’s Day weekend!! 👔
06/19/2026

From your Young Wealth Management team – wishing all the amazing dads out there a wonderful Father’s Day weekend!! 👔

06/04/2026

Retirement Milestones: The Ages That Trigger Big Financial Decisions

There are a few birthdays that matter a lot more than the candles on the cake 🎂

Certain ages can unlock benefits, or create costly mistakes, if you don’t plan ahead. In this interview, Kim with Young Wealth Management and ‪ Kennedy‬ break down the key ages every investor and retiree should know, including:

• 59½ – Penalty-free withdrawals and in-service rollovers
• 62 – When Social Security becomes available… but should you claim?
• 65 – Medicare eligibility (and why missing this can be expensive)
• 70½ – A powerful opportunity for charitable giving with QCDs
• 73 – When Required Minimum Distributions begin

Whether retirement is right around the corner or still on the horizon, understanding these milestones can make a meaningful difference in your long-term plan. To talk to Kimberly to learn what to do, and what to avoid, at every stage, call 614.430.8383 or visit www.Young-WM.com

05/29/2026

🚨76 Years of Headlines… And the Market Keeps Moving Forward

From oil embargoes to global pandemics, the S&P 500 has faced decades of uncertainty, and historically, come out stronger on the other side. But what does that mean for your portfolio right now? In today's video, Zach with Young Wealth Management and Erin Kennedy talk through:

• How markets have responded to major global events over time
• When it actually makes sense to adjust your investments... and when it doesn’t
• What changes (if any) pre-retirees and retirees should consider
• ⚠️ The real risk retirees face in a down market: sequence risk
• 🛡️ Strategies to help protect your income during volatility

💡 The big takeaway: Your financial plan should be built around your life and your goals... not the latest headline. If recent market news has you feeling uneasy, please feel free to give Zach a call at 614.430.8383 or visit www.Young-WM.com to create a financial plan tailored to your goals and risk tolerance.

⚠️ May 27th 2026 @ 12:00PM EST ⚠️Join us for Fraud Proof Your Finances, a practical webinar to help you spot red flags, ...
05/15/2026

⚠️ May 27th 2026 @ 12:00PM EST ⚠️

Join us for Fraud Proof Your Finances, a practical webinar to help you spot red flags, avoid scams, and protect your personal and financial information.

Learn simple, real‑world steps to safeguard the savings you’ve worked hard to build.
Can’t attend live? Register anyway to receive access to the replay!

REGISTER HERE --> https://events.zoom.us/ev/AjKdkZ_vJ3ocCpjTeqMB_hxlSqlkNXxuDqz5HeTrr6isMO0CXF16~AgRewdgmt_SSKfcnkorjoxXMBozrR2yvJpZfg21IcUZTEVJFY3XHIdT90A

From your Young Wealth Management team - wishing all the moms out there a wonderful Mother’s Day weekend!! 💐
05/08/2026

From your Young Wealth Management team - wishing all the moms out there a wonderful Mother’s Day weekend!! 💐

05/05/2026

📱FinTok Makes Investing Look Easy, but Is It Putting Investors at Risk?

Social media platforms like TikTok are changing how people learn about money, but not always for the better.

According to the FINRA Foundation, 25% of adults now turn to social media for investing advice, and that number jumps to 61% for people age 35 and under.

In this interview, Brent with Young Wealth Management and Erin Kennedy break down why short, viral money tips can oversimplify risk and blur the line between education and advertising. Keep in mind, building wealth and disciplined investing usually isn't all that exciting. It’s built on discipline, diversification, and time.

🎯 If you (or your kids) are getting financial advice from social feeds, and you'd like to talk to a real human who understands your unique goals and risk tolerance, please call Brent at 614.430.8383 or visit www.Young-WM.com

04/28/2026

💡In-Service Rollovers at 59½: Is Moving Your 401(k) a Smarter Move?

Turning 59½ can unlock a powerful (and often misunderstood) retirement planning option: the in-service rollover.

Many workplace plans allow you to move part of your 401(k) into an IRA while you’re still working, under rules set by the Internal Revenue Service.

But is it actually better than staying in your employer plan?
In this video, Kim with Young Wealth Management and Erin Kennedy break down:

➡️What an in-service rollover really is
➡️When it makes sense - and when it doesn’t
➡️What to compare before making a move (hint: fees, investments, advice, and protections)

If you’re approaching (or already past) 59½, the in-service rollover can be a powerful strategy to help you prepare for retirement. To talk through the pros and cons with Kimberly, please call 614.430.8383 or visit www.Young-WM.com


04/15/2026

💡 3 Reasons Young Adults Should Consider Life Insurance

Life insurance is often seen as something you set up later in life... after marriage, kids, or buying a home. But waiting could mean missing out on some key benefits.

In this video, Erin Kennedy and Zach Howard discuss several important reasons young adults may want to consider life insurance sooner rather than later:

✔️ Lower costs: Policies are often significantly cheaper when you’re younger. In fact, term life insurance can be 50–70% less expensive in your 20s versus your 40s, according to NerdWallet.

✔️ Peace of mind during major life milestones: Starting a family or getting married comes with new responsibilities; life insurance can help provide financial protection.

✔️ Protection when you least expect it: Life insurance isn’t just about long-term legacy planning. It can help cover things like debts, co-signed loans, or final expenses.

If you're balancing priorities like student loans, saving, and building an emergency fund, Zach can help you prioritize your savings while still figuring out how life insurance can fit into your financial plan. Please call 614.430.8383 or visit www.Young-WM.com with any questions.

What a tournament! Huge congratulations to the winners of our Client Tournament Challenge:1st place🥇- Manny C2nd place🥈-...
04/09/2026

What a tournament! Huge congratulations to the winners of our Client Tournament Challenge:

1st place🥇- Manny C
2nd place🥈- Lily R
3rd place🥉- Dana S

Thank you to everyone who participated! And winners, keep an eye out! Hannah will be reaching out to coordinate your gift cards.

Address

6641 N High Street, Ste 200
Worthington, OH
43085

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 4pm

Telephone

+16144308383

Website

Alerts

Be the first to know and let us send you an email when Young Wealth Management posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share

Category