Momentum Wealth
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With a deep focus on creating efficient retirement plans, helping clients adapt to volatile economic environments and an unwavering commitment to personal service, Momentum Wealth maintains the atmosphere and attention of a small family office.
06/16/2026
🚨 Did you know 1 in 6 retirees are heading back to work?
The headlines will tell you it's because they ran out of money. But the data shows something completely different - they aren't running out of money; they're running out of meaning.
Whether it’s missing the daily structure, the community, or the feeling of being useful, the "unretirement" movement is real. If you're 5 to 10 years away from retiring, you have to ask yourself: is your financial plan built to handle a "soft retirement"? Working part-time in your 60s and 70s changes everything from Social Security claiming strategies to your tax brackets and Roth conversions.
Before you focus on the numbers, you need to focus on your purpose. We break down the three essential steps you need to take before you retire so your plan gives you true optionality.
Watch the full breakdown here:
🎥 The Shocking Reason 1 in 6 Retirees are Returning to Work
🔗 https://youtu.be/gPxq3QYIwVU
Here's a simple way to think about your retirement spending:
💼 Paychecks — what you need
🎉 Playchecks — what you live for
Some expenses are fixed no matter what - utilities, insurance, groceries, property taxes. But others are what actually make retirement feel like retirement. Seeing the grandkids. Taking that cruise. Checking off the bucket list.
We don't treat those as "nice to haves." We plan for all of it.
The difference is, knowing which expenses have flexibility and which don't helps us build a stronger plan - one that holds up even if things get tight down the road.
Want to see what a plan built around YOUR lifestyle could look like? Drop a comment or send us a message.
Success in retirement comes down to a plan. Two clients can start with the same savings but end with very different outcomes. One pays dramatically more in taxes because they lacked a tax strategy. Having a plan makes all the difference.
Don't miss the 8 to 10-year window in retirement to potentially pay the lowest taxes of your life. If you retire before your required minimum distributions begin, you have a unique opportunity for Roth conversions while your income is at its lowest point. Most people miss this window entirely because they don't know it exists, and waiting only reduces your options.
05/19/2026
"You’ve worked too long, saved too much, and sacrificed too much to leave any of this to chance."
When I watched my own parents nearly run out of money in retirement due to fraud and the 2008 market crash, those words became my mission. I started Momentum Wealth not because the timing was perfect, but because I saw a broken system that failed the people who trusted it most.
My grandmother crossed the Atlantic alone from northern Italy at 16 years old with nothing but the belief that moving forward was worth the risk. That "Always Forward" mindset is a family value, and it’s the exact driving force behind how we protect our clients today.
Retirement isn't just about making your money grow it's about making your money work, so you can actually enjoy the freedom you earned.
If you’re approaching retirement and want to make sure your blind spots are covered, watch this video to hear the origin story behind Momentum Wealth and learn how we do things differently.
👇 Watch now:
https://youtu.be/eeewWjaa86U
How My Parents Experience Changed My View of Wealth Forever: Momentum's Origin Most people assume financial advisors enter this industry because they love the markets, but my story is different. I started Momentum Wealth in 2009 after w...
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Address
849 N. 900 W
Orem, UT
84057
Opening Hours
| Monday | 9am - 5pm |
| Tuesday | 9am - 5pm |
| Wednesday | 9am - 5pm |
| Thursday | 9am - 5pm |
| Friday | 9am - 5pm |
