Wealthquest

Meet Michael Riney, a University of Kentucky alum that has been helping Wealthquest clients navigate life’s financial decisions with clarity and confidence since 2019. From young professionals to retirees, Michael is passionate about delivering thoughtful, personalized guidance that aligns with each client’s long-term goals.

Outside the office, you’ll find him enjoying Cincinnati with his wife and daughter, playing pickleball, or searching for his next great podcast recommendation.

Michael, we appreciate everything you do!

Have a podcast that you think Michael should tune into? Comment below!

*Full disclosure in company overview.

🏓 Mark your calendar! Wealthquest’s Annual Pickleball Tournament will be May 2nd at the Pickle Lodge in West Chester.

We’re excited to spend a Saturday morning on the courts with clients. Space is limited, so please register by April 25th to claim your spot (or to join the waitlist if spots are filled!). No need to register if you're just joining us as a spectator.

The tournament is structured for three skill skill Levels:

- Beginner (played fewer than 10 times)
- Intermediate (played 10-30 times)
- Advanced (played more than 30 times)

Balls and paddles will be provided, but you’re welcome to bring your own equipment.

Snacks will be available throughout the tournament, and we will be catering in pizza from Two Cities Pizza shortly after 11:00am.

Doors open at 8:00, from 8:30 to 9:30 there will be open play and 30 minute professionally-led lessons before the tournament begins at 9:30am.

We can’t wait to see you there for an unforgettable day of aces, d***s, and new connections!

Register via our website!

Make sure your student is Money Smart!

As your children enter high school, get their first job, and move into the next stage of life, money moments show up more and more. Wealthquest designed the Money Smart Camp to explore the world of money and healthy money habits in a fun and educational environment.

We'll cover topics like:
- Personal Finance
- Investing
- Employment & Entrepreneurship
- College Planning

Email Debby Cook at [email protected] to reserve your child’s spot today.

If you’re in your 50s and retirement feels like it’s creeping up on you, here are three things you can do to get prepared:

1. Take Stock of Your Finances
Review your retirement accounts, estimate future expenses, and determine when to begin drawing Social Security to balance immediate needs with long-term benefits.

2. Adjust Your Investment Strategy
Shifting from growth-focused investing to a mix that includes income generation and capital preservation can help protect your assets while maintaining steady returns.

3. Form a Tax Plan
It can help to maximize catch-up contributions, use tax-efficient withdrawal strategies, and fund a Health Savings Account if available to prepare for future healthcare costs.

Integrating your investments, taxes, and estate planning can help you approach retirement with clarity and confidence.

Need an experienced team to help you form that strategy as you near retirement? Reach out to our team today to learn more about our “all under one roof” approach to financial planning.

*Full disclosure in company bio.