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Latest Articles Written by our Team
The Leisure Lie: A Retirement Unfulfilled?
Retirement is often portrayed as a permanent vacation, but true fulfillment comes from purpose, relationships, and meaningful engagement. This article challenges the cultural “leisure lie” and explores how retirees can build a rewarding next chapter grounded in connection and contribution.


Virtual Webinars with Our Experts

A New Release: Retirement Done Right
What if retirement planning wasn’t just about numbers—but about clarity, confidence, and stewardship for the years ahead?
We’re excited to introduce Retirement Done Right: Biblical Wisdom and Proven Strategies for a Secure Future, a new book from John-Mark Young, CFP®. Written for those who have been faithful in saving and preparing, this book brings together practical financial planning and a biblical perspective to help you navigate one of life’s most important transitions.
To celebrate the release, we’re hosting a special live conversation where John-Mark will share key ideas from the book, provide additional context around some of its most important concepts, and answer your questions.
After years of working with families approaching and living in retirement, John-Mark saw a common pattern—many people have done the right things financially, but still lack a clear, coordinated plan for what comes next. This book was written to bridge that gap.
Inside Retirement Done Right, you’ll gain insight into:
• How to turn your savings into a reliable and sustainable retirement income
• The hidden tax challenges that can impact your long-term plan—and how to prepare for them
• Key Social Security decisions that can significantly affect your future income
• A faith-based perspective that replaces fear with thoughtful, disciplined decision-making
• Practical strategies that many retirees don’t realize are available to them
This isn’t theory—it’s a guide built on real-world experience, designed to help you move from having pieces of a plan to having a clear path forward.
Whether you’re within 5–10 years of retirement or already there, this is an opportunity to gain clarity, ask questions, and walk away with practical next steps.
Our New Book
Our Video Library
What We Learned this Week

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New Highs, Then an Inflation Wake-up Call

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AI Stocks Surge as Markets Hit Record Highs | Strong Jobs Report & Fed Outlook Explained

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Fresh All Time Highs, a Big Week of Mega Cap Earnings, and a Fed Meeting Dead Ahead

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Markets Hit New Highs, But Rally Is Getting Choppy | Earnings, Fed Policy & Oil Explained

09:06
Markets Hit Record Highs as Geopolitical Tensions Ease

08:55
Markets Rally on Ceasefire & Oil Drop

08:32
Markets Bounce Back: What Investors Need to Know Now | Risk-On Rally, Fed Outlook & Iran Impact

07:38
Markets Slide as Oil Surges & Fed Holds Rates | What Investors Need to Know Now

32:26
The Market’s Down - Now What? Biblical & Proven Wisdom For Investors

34:19
The End Game For Tariffs The Media Isn't Talking About & How This Markets Is Trading Like 2018

09:24
Why Your 529 Plan Might Be Costing You Tax Savings Through the AOTC #college #collegesavings

08:24
Retirement Plan Changes in 2025 For Those Ages 60 - 63 #retirementplan #retirementsavings

12:07
Four Reasons Why Tariffs May Be Beneficial to US Stocks & Markets #retirementplan #retirementsavings

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Is your investment strategy outdated? Five Questions To Ask #retirementplan #retirementsavings

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Why Whitaker-Myers Doesn't Like Target Date Funds #retirementplan #retirementsavings #retirementplan

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The Five Retirement Planning Mistakes to Avoid #retirementplan #retirementsavings #retirementplan
Question of the Week

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Meet the Team: Whitaker-Myers Wealth Managers Introduction Video

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Financial Advisor: Joshua Paletta Whitaker-Myers Wealth Managers, Ramsey Solutions Smartvestor Team

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Client Service Team Introductions: Whitaker-Myers Wealth Managers Ramsey Solutions Smartvestor Pro

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What is a Fiduciary? Whitaker-Myers Wealth Managers: Fiduciary Advisors + SmartVestor Pros

01:00
NEW Client Portal/App - Whitaker-Myers Wealth Managers

01:05:50
Whitaker Myers Wealth Managers 2023 Tax Review & 2024 Tax Outlook

42:20
Get to Know Tim Hilterman, Certified Financial Planner and Chief Financial Planning Officer

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Adopt a Child Christmas Event Whitaker-Myers Wealth and Crossroads Church - #financialadvisor
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