Wealth With No Regrets offers integrated financial planning services focused on retirement income, investment management, tax minimization, legacy planning, and wealth management solutions.

Wealth With No Regrets

Wealth With No Regrets | 875 followers on LinkedIn. THE TRUSTED PARTNER FOR ACHIEVING YOUR TAX REDUCTION AND RETIREMENT INCOME DESIRES | The Wealth With No Regrets® Team shows you how your money might allow you to do more of what you want for you, your family and your community.

Disclosure: Boomfish Wealth Group, LLC, does not endorse any communications posted by third parties on this page, nor does it encourage any such parties to post on its behalf. The information contained herein is for educational purposes only.

Author / Financial Educator / Tax & Retirement Specialist / Wealth With No Regrets® / Husband / Father / Ironman Athlete

Barry Spencer

Marketing & Communications Director

Kathy Leland

Caitlin Thurman

Financial Planner at Wealth With No Regrets

Mason Ware

Integrated planning is something our team is passionate about! In his latest Kiplinger article, Barry, CEO and Co-Creator of Wealth With No Regrets, shares the importance of comprehensive planning and making sure your retirement fund isn't held hostage by the market. . . . https://lnkd.in/e5dYVTS3 . . . . . Disclosure: The appearances in Kiplinger were obtained through a paid public relations program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com . Kiplinger was not compensated in any way. Content is intended for informational purposes only and should not be viewed as personalized investment type of advice. This link is provided strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at this website. When you access this website, you are leaving our website and assume total responsibility and risk for your use of the website to which you are linking.

As Resident Financial Educator, Barry sat down with Cara on Atlanta & Company to share his thoughts on making sure your retirement is market crash ready. In case you missed it, we've got the show for you and details on how you can receive your 21-Point Retirement Readiness Assessment. https://lnkd.in/g7eCPvdx . . . . . . . Disclosure: This feature constitutes an advertisement paid for by Wealth With No Regrets. This link is provided strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at this website. When you access this website, you are leaving our website and assume total responsibility and risk for your use of the website to which you are linking.

Even with tax season behind us, it's never too early to find the "landmines" or "goldmines" in the tax code as it relates to your financial situation. Watch Barry, as seen on Atlanta & Company, as he shares his thoughts on when the right time for tax planning is. And, mark your calendars, because Barry will be back with Cara Kneer on Atlanta & Company ( 11Alive ) on August 13! . . . . . Disclosure: This feature constitutes an advertisement paid for by Wealth With No Regrets. This link is provided strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at this website. When you access this website, you are leaving our website and assume total responsibility and risk for your use of the website to which you are linking. https://lnkd.in/gxFcejhp

In this week's Atlanta Retirement Report, Barry Spencer, Co-Creator of Wealth With No Regrets®, shares his thoughts on what to think of worse case scenarios and how to find opportunity in a recession. As seen on WXIA, 11Alive . Get our FREE Retirement Resource Kit: Call: 1-800-515-1659 TEXT: "Retire" to 800-515-1659 Visit: www.ATLretire.com . . . . . . Disclosure: Claiming the above offer is consent to receive marketing email and SMS text communications from Wealth With No Regrets®. This feature constitutes an advertisement paid for by Boomfish Wealth Group LLC. https://lnkd.in/eJTc2Jyx

Is Roth a Good Tax-Free Option for Retirees? Hear Scott Noble, CPA/PFS and Co-Creator of Wealth With No Regrets®, share his thoughts on different types of retirement accounts, as seen on WXIA, 11Alive . Get our FREE Retirement Resource Kit: Call: 1-800-515-1659 TEXT: "Retire" to 800-515-1659 Visit: www.ATLretire.com . . . . . . Disclosure: Claiming the above offer is consent to receive marketing email and SMS text communications from Wealth With No Regrets®. This feature constitutes an advertisement paid for by Boomfish Wealth Group LLC. https://lnkd.in/esKjXQwi

Have you seen our latest Kiplinger article? Barry Spencer, CEO and Co-Creator of Wealth With No Regrets, shares his thoughts on how to prepare and protect your retirement funds with the uncertainty surrounding the 2024 US Election. https://lnkd.in/gBceaGF6 . . . . . Disclosure: The appearances in Kiplinger were obtained through a paid public relations program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com . Kiplinger was not compensated in any way. Content is intended for informational purposes only and should not be viewed as personalized investment type of advice. This link is provided strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at this website. When you access this website, you are leaving our website and assume total responsibility and risk for your use of the website to which you are linking.

Your situation and retirement goals call for an investment approach that takes into account your risk tolerance, risk comfort and capacity for risk. Make sure your advisor is taking that into account too. In his latest Kiplinger article, Scott Noble, Co-Creator and COO of Wealth With No Regrets, shares how you should think about (and prepare for) risks in retirement. https://lnkd.in/exhj5eyh Disclosure: The appearances in Kiplinger were obtained through a paid public relations program. The columnist received assistance from a public relations firm in preparing this piece for submission to Kiplinger.com . Kiplinger was not compensated in any way. Scott also is a Certified Public Accountant (CPA) with Personal Financial Specialist credentials (PFS), which is a certification for providing extensive tax, estate, retirement, risk management and investment planning advice to individuals, families, executives and business owners. Content is intended for informational purposes only and should not be viewed as personalized investment type of advice. This link is provided strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at this website. When you access this website, you are leaving our website and assume total responsibility and risk for your use of the website to which you are linking.

Is your retirement plan protected against whiplash? Hear Co-Creator of Wealth With No Regrets, Barry Spencer, share his thoughts on why it is important to have a retirement plan specific to your lifestyle and needs, as seen on 11Alive (WXIA). Get our FREE Retirement Resource Kit: Call: 1-800-515-1659 TEXT: "Retire" to 800-515-1659 Visit: www.ATLretire.com . . . . . . Disclosure: Claiming the above offer is consent to receive marketing email and SMS text communications from Wealth With No Regrets®. This feature constitutes an advertisement paid for by Boomfish Wealth Group LLC. https://lnkd.in/gKckBM8z

Resident Financial Educator, Barry Spencer, was back on Atlanta & Company last week, sharing what viewers should be thinking about now that tax season is over. Check it out below, then head to WWNR.TV to get a copy of our 21-point Wealth Assessment. . . . . . Disclosure: This feature constitutes an advertisement paid for by Wealth With No Regrets. This link is provided strictly as a courtesy. We make no representation as to the completeness or accuracy of information provided at this website. When you access this website, you are leaving our website and assume total responsibility and risk for your use of the website to which you are linking.

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Wealth With No Regrets