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Financial Planner vs Financial Advisor
The difference between a financial planner vs a financial advisor can often confuse people. Unfortunately, the financial services industry uses a lot of different titles for the people in it. [...]
What makes a Roth IRA better than other IRAs? Which IRA is right for me?
What makes a Roth IRA better than other IRAs? A Roth IRA is not necessarily better, but there's definitely a difference between a Roth IRA and an IRA. With a [...]
What happens to Social Security if I retire at 55?
Many people wonder what would happen to social security if they retire early, at 55. For example, if you retire at age 55 and don't touch your social security money [...]
Is rebalancing a portfolio during retirement necessary?
The answer to this question is, absolutely yes! Rebalancing should always be part of a disciplined portfolio strategy because over time some assets appreciate while others lose value. Rebalancing— buying [...]
Crypto Special: Crypto is Here to Stay
On this special crypto episode of The Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout talk about how cryptocurrency is here to stay, crypto proof of work, staking, and recent [...]
Can Tax-Loss Harvesting Improve Your Investing Returns?
On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, discuss whether tax-loss harvesting can improve your investing returns. They talk about how this strategy can [...]
Is an ETF More Risky Than a Mutual Fund?
Pros and Cons of ETFs and Mutual Funds When it comes to investing, the options can be overwhelming. From stocks to bonds, real estate to precious metals, there are a [...]
How to inflation-proof your retirement portfolio?
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about some of the reasons for high inflation, and how to inflation-proof your retirement portfolio. [...]