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Key Things to Know About Medicare Enrollment
On this episode of A Wiser Retirement™ Podcast, Casey Smith, and guest Logan Steele, discuss preparation for Medicare enrollment, and the different options for Medicare coverage. Listen on Apple Podcasts [...]
Investing Through Times of Fear
On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, talk about investing through times of fear. They also discuss 37 different reasons people often fear [...]
How Does the Vanguard 2 for 1 Split Impact My Portfolio?
Vanguard announced on February 22, 2023, that they had a series of funds splitting. The share splitting became effective on March 14th, 2023. The one that affects us and our [...]
Organizing your Finances After Your Spouse Has Passed Away
Losing a life partner can be one of the most devastating periods of life. On top of it all is the terrible realization that you will have to get your [...]
What You Need to Know About Silicon Valley Bank Failure
This week, over 50 banks had a halt in their trading, mostly regional banks. Many clients have reached out, asking if it is safe to have their money into Charles [...]
How to Recover Financially after Divorce
On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Missie Beach, CFP®, CDFA®, discuss how to recover financially after divorce. Listen on Apple Podcasts or watch on YouTube: [...]
6 Financial Concerns for Women After Divorce
Starting over after a divorce can be overwhelming, especially when it comes to finances. Not only does a couple need to discuss how to detach their finances from one another [...]
10 Tax Planning Strategies for High Net Worth Individuals
On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and guest Jordan Sute, CPA, give a quick market update. They also talk about 10 tax planning [...]