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Market Update and What to Know about Rule 72t and Early Retirement
On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and guest Jordan Sute, CPA, give an update on what's going on in the market. They also [...]
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 [...]
The Difference Between Wills vs Trusts
The legal world can make implementing an estate plan appear so daunting. Attorneys love to speak in legalese, but even basic terms like “will” and “trust” can leave most of [...]
FTX, SEC vs Ripple, & the SEC Sues Gemini Trust
On this episode of The Wiser Crypto Investor Podcast, Casey Smith and Robert Swarthout talk about the latest news in the Crypto market as a whole, as well as FTX, [...]
The Power of Life Insurance to Meet your Family’s Goals
On this episode of A Wiser Retirement Podcast, Casey Smith, and Randy Hargett, CLTC, discuss the power of life insurance to meet your family's goals. Listen on Apple Podcasts or [...]
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 [...]