Welcome to WI$E MONEY with Joe Wilson III of Omega Wealth Private Capital! Helping you be and stay retirement ready. Follow Olson & Wilson on Facebook!
Wise Money TV (airing on ABC9 WCPO Sundays at 11:30am) helps Ohioans prepare for a secure retirement. The show features Joe Wilson III and Brad Olson, a team of expert financial advisors at Olson & Wilson Private Capital. https://www.facebook.com/OWprivatecapital/
Joe and Brad have over 30 years of experience helping people with their retirement planning. They understand the challenges that Ohioa
11/29/2025
Want to learn how to retire confidently and make your money last? 💰
Check out our upcoming Retiring Well in the 21st Century events to learn about taxes, Social Security, estate planning, and more.
See when you can join us next → https://owprivatecapital.com/events/
Events - Omega Wealth Private Capital EVENTS UPCOMING EVENTS More events are on the way! Check back soon for more information.
11/24/2025
Caregivers give so much of themselves, and sometimes what they need most is a short break.
Offer your time to help a caregiver rest, run errands, or recharge. Small gestures can make a big impact.
Retirement planning is a lot like chess. ♟️
It’s not just about offense or chasing returns, it’s about positioning your pieces the right way for the stage you’re in. Smart moves today set you up to win the long game.
11/18/2025
Fall is a great time to check in on your tax plan 🍂
Check out this article to learn how adjusting your withholdings, updating your tax-advantaged accounts, and reviewing life changes now can help you avoid surprises later: https://ow.ly/ocw950Xjp12
Fall Is Tax Time? Yes! Act Now to Make Needed Adjustments Review your withholdings, contribute to tax-saving HSA and FSA accounts, manage a bonus' impact and adjust for major life events such as weddings and job changes.
11/13/2025
November is National Family Caregivers Month 🤝
We’re taking time to recognize the incredible individuals who care for loved ones every day while balancing their own goals and financial futures.
If you or someone you know is a caregiver, these resources may help:
🔗 https://www.caregiveraction.org/
🔗 https://www.caregiving.org/
🔗 https://thecarepartnerproject.org/
Income gives you more than security. It gives you choices. 💡
With the right plan, confidence grows, opportunities open, and life starts to feel a lot more in your control.
11/07/2025
Strategic moves on and off the board. ♟️
President & CEO Joe Wilson and host Brad Johansen bring thoughtful insight and strategy to every Wise Money conversation.
11/04/2025
Caregivers give their time, energy, and heart to support others every single day. 🤝
This November, we honor the family caregivers who make a difference in the lives of their loved ones.
10/31/2025
🎃 Happy Halloween from all of us at Omega Wealth Private Capital!
👻 Don’t let your finances play tricks on you — a strong plan today can help protect your future and give you peace of mind.
📞 Ready to treat yourself to financial clarity? Connect with our team today: https://ow.ly/pJsT50X2mNb
10/23/2025
🎬 On set with Joe Wilson, President & CEO of Omega Wealth Private Capital, as he shares insights for Wise Money TV.
From retirement strategies to legacy planning, Joe’s mission is to help families move forward with clarity and confidence.
Catch more episodes and media highlights here ⬇️
https://wisemoney-tv.com/
💡 The first what if you need to solve in retirement is simple: How do I have income?
Without income, you can’t retire. Market corrections have shown what happens when people step away at the wrong time without a solid plan.
📺 Learn more on Wise Money TV about building a foundation you can count on: https://wisemoney-tv.com/
💡 Did you know the average healthy 65-year-old couple is expected to spend $300,000 on healthcare in retirement?
Without a plan, those costs — from surgeries to deductibles — can quickly eat into your savings. Medicare choices, coverage gaps, and “what ifs” matter more than most realize.