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Transferring Wealth from Generation to Generation
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about transferring wealth from generation to generation and go over what we've talked regarding legacy [...]
Prevent Family Conflict with Legacy Planning
Throughout our time in the financial industry, we have seen a lot of scenarios where estate planning can go wrong. The best way to prevent family conflict when passing on [...]
How to Plan for Long Term Care
Most of us do not smile at the thought of going into a nursing home one day or needing at home care, but the reality is that half of people [...]
Crypto Chaos for a Brighter Future
On this episode of The Wiser Crypto Investor Podcast, Casey Smith and Robert Swarthout talk about crypto hackers, Coinbase, the launch of a new ETF, and the Ripple v. SEC [...]
What is Blockchain?
On this episode of The Wiser Crypto Investor Podcast, Casey Smith and Robert Swarthout talk about blockchain and the different types of blockchain. They also explain blockchain security and how [...]
Introducing The Wiser Crypto Investor Podcast
We are excited to announce the launch of our new podcast, The Wiser Crypto Investor Podcast! This new podcast will educate you on crypto markets and current events. On this [...]
What is Cryptocurrency?
On this episode of The Wiser Crypto Investor Podcast, Casey Smith and Robert Swarthout talk about smart contracts, NFTs, bitcoin, the four biggest U.S. exchanges, the four most popular types [...]
What are Stablecoins?
On this episode of The Wiser Crypto Investor Podcast, Casey Smith and Robert Swarthout talk about crypto performance, stablecoins, the buy-hold approach, and the differences between self-custody and third-party custody. [...]