Financial Education Videos
Financial Education
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. [...]
Secure Act 2.0: What the New Legislation Means for You
The "securing a strong retirement act of 2022" was passed right at the very end of 2022. You might have heard of it as, Secure Act 2.0. What could this [...]
Do you Expect Social Security to be Viable When You Retire?
We get asked frequently whether we think Social Security will be around when our clients are eligible to take it. Although we often hear negative news about the topic, there’s [...]
Tips for Sticking to Your Financial Goals
One of the things most people struggle with is maintaining a goal that has been set. A goal must be well-written and measurable. For example, “I want to work out [...]
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