This week on the Alternative Investing Advantage podcast, host Alex Perny welcomes Tyson Ray of FORM Wealth Advisors for a discussion on different financial planning options. Tyson is the CEO and Founding Partner of FORM Wealth Advisors, a 20+ year-old financial planning company based in Wisconsin.
During this episode, Tyson discusses alternative financial planning options. He explains the importance of paying off debts before jumping into certain investments. By focusing on personal growth and utilizing various tools and perspectives, you can achieve your financial goals. Tyson also touches on the psychology of funded contentment and how it can be changed. Additionally, he shares the differences between accumulators and those who want to save for retirement.
Learn more about financial planning options for retirement.
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About Our Guest Tyson Ray
Tyson Ray, CFP®, CExP®, CIMA® is a Founding Partner and CEO at FORM Wealth Advisors in Lake Geneva, Wisconsin. He has over 20 years of experience and works with a dynamic team, helping make their client’s lives better. Tyson seeks to be an alternative to financial advisors who focus on money and the markets. He has dedicated his career to concentrating on the relationships and the FORM his clients’ lives are taking. FORM is an acronym for Family, Occupation, Recreation, and Mission. He aims to help clients avoid future regret from their decisions made today that might impact their future. Being FORM-focused allows Tyson to understand how to manage clients’ wealth around their lives and their futures.
About Our Host Alex Perny, CISP
Alex Perny is a business development specialist and host of Advanta IRA’s podcast, the Alternative Investment Advantage. He is a self-described policy geek who loves learning the rules and technical aspects of SDIRAs, employer plans, and IRS regulations.
For more than a decade, Alex has helped thousands invest in alternative assets. These include precious metals, real estate, private stock, notes, and countless others. Additionally, he has spoken to investors across the country about using retirement plans to invest outside the stock market. Alex also believes so strongly in self-direction that he invests his own IRA and HSA in real estate and private equity.