Blog
An unclear and confusing financial picture leaves us doubtful and overwhelmed, even frustrated and anxious. At Guided Wealth Partners, we are committed to working alongside you to empower you to pursue your dreams and leave the legacy you want! Follow our blog as we introduce our team, and explain some of our experiences. You may decide that we are a good fit for your financial needs. If that is so, we would love to meet with you. Don't hesitate to get in touch with us today at 615-991-2540.
Continuing Care Retirement Communities: What They Cost, How They Work, and When to Start Preparing
Why Is This Conversation So Important Right Now? The U.S. is in the middle of a sustained demographic shift. More than 61 million adults are aged 65 and older as of 2025, and that number is projected to reach approximately 82 million...
Read MoreWhen Should I Start Taking Social Security: 5 Factors to Consider
Social Security decisions are often framed as a single question: “When should I start drawing benefits?” That question matters, but it can also be limiting. The better question is: how does Social Security fit into my overall...
Read MoreTeaching Teens and Young Adults Financial Literacy Through Real-Life Decision Making
If you are a parent of a teen or young adult, how do you teach them to make confident money decisions before the stakes are high? Teaching teens and young adults about money is less about formal instruction and more about repeated...
Read MoreHelping Adult Children Buy a Home: How to Gift a Down Payment The Smart Way
Key TakeawaysHere are some questions this blog aims to answer:How can parents or grandparents help with a down payment for adult children?What are ways to gift a down payment, and how do the annual gift tax exclusion and lifetime...
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Don’t Leave Your Estate Planning Up to Chance
Learn how a complete estate plan safeguards your assets, simplifies taxes, and preserves your family’s future. Get professional guidance and a free checklist.
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When Markets Wobble: Two Questions Clients Always Ask—and What They Really Mean
If you’ve been watching the markets lately and feeling uneasy, you’re not alone. As a financial advisor here in Middle Tennessee, I’ve had hundreds of conversations with clients over the years—but when things get bumpy, I hear two...
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Common Cents: Financial Tips Everyone Should Know
Few U.S. high schools have comprehensive personal finance programs, which means that some teens enter adulthood without a deep base of knowledge on topics like investing, budgeting, and consumer debt.
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The Nuances of Distribution Planning for Pre-Retirees
Retirement savings accounts, such as 401(k)s, traditional IRAs, and Roth IRAs, are widely recognized as crucial components of retirement planning. However, the journey to a financially independent retirement continues beyond merely...
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Client Testimony: Dale & Claire Penn
When it comes to your financial investments, you can trust our team to take care of you the same way we care for family! For the Penn family, this has allowed them to trust our team and retire with ease, knowing they are well cared...
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Client Testimony: Kimber Dills
When Kimber Dills became executor of her parent's estate, she discovered the value of having an advocate who not only cares for you, but can also guide you through the necessary process of settling an estate. "It's taken me three...
Read MorePlanning for the Unexpected
I've been doing this 25 years. COVID-19 obviously brought around some things that were first-time experiences for everybody.I had a client call me from the emergency room, the Covid emergency room. She tells me that her husband...
Read MoreThe Empty Chair
One of the things I think is important for us to consider is, why do we do what we do?One time I was sitting in my office and I got a phone call from a client that I hadn't heard from in a while. I knew that he wasn't doing well. And...
Read MoreYour Financial Advocate
When I consider our core values at Guided Wealth Partners one of those is that we passionately advocate for our clients. This is a specific example that comes to mind for client advocacy. I had a client that was transferring over...
Read MoreMeet Your Advisor: Clay Blair
I began my career in 1997 when I joined a local CPA firm in Nashville, TN. Then in early 2001, I transitioned to Edward Jones as a financial planner. I then joined LPL Financial in 2006. When think about the most...
Read MoreMeet Your Advisor: Eric Stockton
My alma mater is Kentucky Wesleyan College where I studied Mass Communications and had a very successful football career! This led me to play in the European league in Germany for one year. Sustaining a few injuries challenged...
Read MoreYour Financial Goals, Our Expertise
At Guided Wealth Partners, it is important to us that you feel comfortable with our team - knowing that we aim to help you reach the financial planning goals you have set for your family. Want to learn how we do that? Watch this video!
Read MoreMeet Your Advisor: Scotty Neal
I began my career as an Advisor 26 years ago with Prudential Securities. Soon after, I joined Ray Bowles and his team at Financial Consultants of TN. In 2015, I joined LPL and met his current partners Eric Stockton and Clay Blair....
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