Financial Education Videos
Financial Education
Are Financial Advisors Paid by Mutual Funds?
Are financial advisors paid by mutual funds? The answer is typically, yes. When an advisor recommends a mutual fund, that advisor will most likely get paid a recurring fee that [...]
Asset Protection for High-Net-Worth Individuals
How is asset management different for high-net-worth earners than for those who are still in the accumulation phase? The difference is not much on how the assets are managed but [...]
Market Recovery Hinges on Rapid Drop in Inflation
We are just a few weeks into 2023 and we are already seeing a 5% increase in the US Stock market. At this point, any market increase is very welcome, [...]
Is Financial Planning Different than Wealth Management?
The biggest difference between financial planning and wealth management is complexity. The financial planning process should take place in your earlier years. Financial planning helps you establish a plan to [...]
What is The Right Time to Invest in the Stock Market?
With the recent volatility in the stock market, and the 2022 rate of return, people are wondering if stocks are still a good investment. Followed by the question, when is [...]
Two-Bucket Investing Strategy: Income Strategy vs Total Return
You might have heard your parents or even grandparents talk about buying individual securities. Specifically, the ones that pay dividends. Many investment experts will agree that this approach to investing [...]
Dying without Estate Planning: Do you hate your family?
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by guest Doug Butler to discuss why estate planning is so important when planning for your future. They [...]
Are you planting financial seeds for the next generation?
On this episode of A Wiser Retirement Podcast, Casey Smith, and Missie Beach, CFP®, CDFA®, discuss preparing for the future and how to plant financial seeds for the next generation. [...]
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