A Wiser Retirement®

On this episode of A Wiser Retirement™, Casey Smith is joined by Randy Hargett and Kyle Conroy. Randy is a Long Term Care Specialist at Capstone LTC Advisors and Kyle is a Managing Partner at Disability Insurance Services . They discuss what disability insurance is and how to determine if you need it. Podcast Episodes Referenced: - Ep 212: Medical Costs During Retirement and Preparing for the Unex...

On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to talk about how to terminate a relationship with your financial advisor. They discuss common reasons people part ways with financial advisors, understanding any terms related to termination, tips for communicating the decision to your advisor, and how to monitor the transition. Podcast Episodes Referenced...

On this episode of A Wiser Retirement™, Casey Smith is joined by Logan Steele from Steele Choice Insurance to talk about medical costs during retirement and preparing for the unexpected. They go over Medicare, long-term care, healthcare costs, Medigap, and traveling overseas for medical procedures. Related Podcasts: - Ep 179: Long-Term Care Insurance: To Buy or Not to Buy? - Ep 188: Current State...

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, to talk about their concerns over AI platforms like ChatGPT and Google's Gemini, the ongoing bankruptcy proceedings for FTX, the potential for Ethereum to receive an ETF, as well as the potential implications of Bitcoin reaching a million dollars. Podcast Episodes Referenced: - Ep 206: Bitcoin ETF Launc...

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, Senior Financial Advisor, and Michaela Dowdy, Financial Planning Associate, to talk about strategies for educating your children on money management, credit, investing, and saving to pave the way for their financial success. Podcast Episodes Referenced: - Ep 168: Everything You Need to Know About 52...

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® are joined by guest, Leslie O'Neal, Family Law Attorney. They talk about the differences between alimony and child support, the factors that determine alimony, different types of alimony, and why alimony is not as common anymore. Podcast Episodes Referenced: - Ep 160: How Finances Affect Divorce - Ep 153...

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Andrew Pratt to talk about what direct indexing is, the pros and cons, and how it benefits high-net-worth individuals. Listen to this episode to see if Direct Indexing is the right strategy for you! Podcast Episodes Referenced: - Ep 175: Passing Down Generational Wealth - Ep 152: 10 Tax Planning Strategies for High Net Worth...

On this episode of A Wiser Retirement™ Podcast, we talk about common struggles that small business owners face. Listen to this episode with Casey Smith who is joined by Marty Paradise, from Paradise Business Coaching . Podcast Episodes Referenced: - Ep 176: Tips to Grow and Scale Your Small Business with Marty Paradise - Ep 138: Making Your Business Less Dependent on You Youtube Videos Referenced:...

On this special crypto episode of A Wiser Retirement Podcast™, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They talk about the Bitcoin ETF launch, the SEC's X account getting hacked, VanEck delisting their ETF, Greyscale outflow, and Bitwise. Podcast Episodes Referenced: - Ep 197: Will financial advisors be using Bitcoin ETFs soon? -...

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Andrew Pratt, CFA to talk about financial concerns that are unlikely to happen. They bring up various political, financial, and market-related predictions and concerns that never materialized. They also highlight the necessity of having a robust financial plan that aligns with your goals, risk t...

On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Evan Bogan, Airline Captain to talk about how the aviation industry has changed over the years. They exchange stories, talk about the change in pilot salaries, the state of the aviation industry, and how pilots can be wise with their money. Click here to download a FREE 401k allocation for your airline. Podcast Episodes Refer...

On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Amy Rambo, Travel Advisor with Blue Pineapple Travel. Discover how to create unforgettable family memories without breaking the bank, as they talk about budgeting for travel and the advantages of working with a travel advisor. They also discuss the best seasons for travel, aligning trips with family events, and the benefits o...

On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, to talk about bitcoin halving, the upcoming bull run, the Bitcoin ETF, and regulatory issues. Podcast Episodes Referenced: - Ep 197: Will financial advisors be using Bitcoin ETFs soon? - Ep 172: Crypto Special: Tips to Secure Your Passwords and Cry...

On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Andrew Pratt, CFA, and Missie Beach, CFP®, CDFA®, to discuss the potential impact of the 2024 election on the stock market. They give a 2023 market recap and their 2024 market predictions. They also discuss various market influences, including political manipulation, tax changes, the housing market, and inflation. They emphas...

On this episode of A Wiser Retirement Podcast™, Casey Smith and Missie Beach, CFP®, CDFA® discuss setting and achieving financial goals in the new year. They talk about the art of creating objectives that are specific, measurable, achievable, relevant, and time-bound. It's not just about setting goals; it's about choosing to chase them with a passion that burns brighter than any excuse....

Ever wondered how the economic climate might be shaping your finances and investments? On this episode of A Wiser Retirement™ podcast, Casey Smith and Missie Beach, CFP®, CDFA® talk about the Fed target rate, consumer price index, US GDP, housing, employment rates, and interest rates. They also go over the impact of economic indicators on various sectors.  Podcast Episodes Referenced: - Ep 169: Ho...

In this episode of A Wiser Retirement™ podcast, Casey Smith is joined by Tom Townsend, Realtor with Townsend Realty Group . Tom has been a guest on our podcast many times. They talk about real estate market trends, what to watch for in 2024, interest rates, rental properties, and tips for first-time home buyers. Podcast Episodes Referenced: - Ep 133: What Financial Planners Wish You Knew About Buy...

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital , and Don Friedman, President of DACFP, to talk about financial advisors using bitcoin ETFs, congress' view on cryptocurrency, and the future of bitcoin. Podcast Episodes Referenced: - Ep 157: Crypto Special: Where Crypto is Headed with Don Fri...

On this episode of A Wiser Retirement™ podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy, discuss the importance of having a financial plan and a checklist for year-end financial planning.  At the end of the episode, Casey Smith is joined by Orrin "Checkmate" Hudson for a short segment. Orrin runs Be Someone , an organization that teaches young people to move with love...

It has been a rough last couple of years for the 60/40 portfolio investors, but does that mean this investing strategy is dead? On this episode of A Wiser Retirement™ podcast, Casey Smith and Andrew Pratt, CFA® talk about the 60/40 portfolio strategy and its performance historically. They also discuss why it continues to play a pivotal role in retirement planning, despite the challenges. Podcast E...

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA®, discuss the different airline retirement plans, specifically focusing on offerings from Delta, American, and United. Click here to download your airline's 401k allocation. Podcast Episodes Referenced: - Ep 173: Making the Most of Your Airline 401k YouTube Videos Referenced: - Delta Pilots - Market Based...

On today's special episode of A Wiser Retirement™ podcast, Casey Smith is joined by whiskey enthusiasts, Robert Swarthout and Noland Glenn. We are switching it up from our regular financial topics to talk about the best whiskeys to gift in 2023. Whether you're looking to impress a whiskey connoisseur, surprise a loved one, or simply elevate your collection, we hope you find our whiskey g...

On this episode of A Wiser Retirement™ podcast, Casey Smith is joined by guest Brian Smith, Partner at Moore Ingram Johnson Steele, for an engaging conversation about estate planning for those that travel frequently or live in multiple states. They discuss having a power of attorney, medical health directive, will, and revocable living trust. Podcast Episodes Referenced: - Ep 120: Finding the Righ...

On this episode of A Wiser Retirement™ Podcast, Casey Smith, Michaela Dowdy, and Andrew Pratt, CFA, discuss the differences between mutual funds and ETFs. They also talk about why you shouldn't be stuck in the mutual fund mentality. Podcast Episodes Referenced: - Ep 165: 5 Principles of Successful Investing - Ep 96: Small Cap ETF Selection Process Youtube Videos Referenced: - Are Financial Ad...

On this episode of A Wiser Retirement™ podcast, Casey Smith is joined by guest Jordan Sute Norton, CPA, to talk about year-end tax moves and how to plan ahead for a stress-free tax season. They also talk about maximizing tax savings, including employer deferred accounts, charity bunching, and IRA and Roth IRA contributions. Podcast Episodes Referenced: - Ep 174: 2023 Tax Credits You Should Know Ab...