Tyson Ray on How to Fund Your Contentment

When people enter the retirement phase of their lives my guest Tyson Ray describes what's left for them in three parts: the Go-Go Years, the Slow-Go Years, and the No-Go years. His mission is to help people have enough money to fund all three with plenty left over. In today's episode, we have a lively conversation about money, investing, and how to work with a financial advisor so you get the most of what you have to invest. Enjoy!

About Tyson Ray

Senior wealth advisor, philanthropist, and author Tyson Ray, based in Lake Geneva, Wisconsin, has over 25 years of experience in his field. As CEO and founding partner of FORM Wealth Advisors, Tyson is dedicated to helping clients live better lives. He seeks to add value by helping clients understand the future consequences of their actions, aiming to provide perspective in an industry often trying to scare clients.

In his book, Tyson introduces the Total Relationship™ framework to help financial advisors fully understand their clients’ needs. While sharing client experiences, Tyson guides readers through the value an advisor can bring when they empower clients to live the best life they can afford.

As a continuous industry learner, Tyson has expanded his knowledge by obtaining his CFP®, CIMA®, and CExP® certifications. However, he believes that some of the most valuable education he has received comes from the advisors and clients he works alongside.

Connect with Tyson Ray on his website: https://formwealth.com/tyson-ray/ 

On LinkedIn: https://www.linkedin.com/company/form-wealth-advisors/ 

Get his book on Amazon: https://amzn.to/4bHszKJ 

= = = = =

Have a story you want to share with me? Reach out on LinkedIn or Instagram (links below)

Looking for exclusive writing and resources on leadership, creativity, personal growth, and writing?

Join the 1200+ who enjoy reading my newsletter "Field Notes" by clicking here.

= = = = =

Thank you for supporting the show! Your 5-star rating and review makes a difference -- it's easy to leave one and it helps spread the word about the podcast!

= = = = =

My latest book, The Far Unlit Unknown -- is available everywhere books are sold including Audible! Get your copy and learn more about it here

Are we connected yet on social? 

@maryloukayser (Instagram)

https://www.linkedin.com/in/mlkayser/ (LinkedIn)

When people enter the retirement phase of their lives my guest Tyson Ray describes what's left for them in three parts: the Go-Go Years, the Slow-Go Years, and the No-Go years. His mission is to help people have enough money to fund all three with plenty left over. In today's episode, we have a lively conversation about money, investing, and how to work with a financial advisor so you get the most of what you have to invest. Enjoy! About Tyson Ray Senior wealth advisor, philanthropist, and author Tyson Ray, based in Lake Geneva, Wisconsin, has over 25 years of experience in his field. As CEO and founding partner of FORM Wealth Advisors, Tyson is dedicated to helping clients live better lives. He seeks to add value by helping clients understand the future consequences of their actions, aiming to provide perspective in an industry often trying to scare clients.

In his book, Tyson introduces the Total Relationship™ framework to help financial advisors fully understand their clients’ needs. While sharing client experiences, Tyson guides readers through the value an advisor can bring when they empower clients to live the best life they can afford.

As a continuous industry learner, Tyson has expanded his knowledge by obtaining his CFP®, CIMA®, and CExP® certifications. However, he believes that some of the most valuable education he has received comes from the advisors and clients he works alongside.

Connect with Tyson Ray on his website: https://formwealth.com/tyson-ray/ 

On LinkedIn: https://www.linkedin.com/company/form-wealth-advisors/ 

Get his book on Amazon: https://amzn.to/4bHszKJ 

= = = = =

Have a story you want to share with me? Reach out on LinkedIn or Instagram (links below)

Looking for exclusive writing and resources on leadership, creativity, personal growth, and writing?

Join the 1200+ who enjoy reading my newsletter "Field Notes" by clicking here.

= = = = =

Thank you for supporting the show! Your 5-star rating and review makes a difference -- it's easy to leave one and it helps spread the word about the podcast!

= = = = =

My latest book, The Far Unlit Unknown -- is available everywhere books are sold including Audible! Get your copy and learn more about it here

Are we connected yet on social? 

@maryloukayser (Instagram)

https://www.linkedin.com/in/mlkayser/ (LinkedIn)