Podcast appearances and mentions of Brad Lyons

A real-world Emily in Paris, expat marketer Ember Langley, joins the club to talk about the first three episodes of Netflix's campy, often cringey rom-com series. What does the show actually get right? And which parts are totalement faux? Dig into it all with Ad Cinema Club. Big thanks to our Patreon supports for supporting the show! Be sure to check out Patreon.com/AdCinemaClub to stay in the know and help keep the podcast going + growing. CREDITS: This week's club president: Ashley Rutstein Co-hosts: Shannon Miller and David Griner Special guest: Ember Langley Editor: Lane McGiboney, Boutwell Studios Theme song composer: Brad Lyons, Boutwell Studios     

If there's one documentary that's considered a seminal summary of the modern ad world, it's this one.  Art & Copy, a 2009 collection of interviews with ad leaders of the 1960s-present, is the subject of this week's Ad Cinema Club viewing. It's a stellar time capsule of insights from leaders like Dan Wieden, Mary Wells Lawrence and Cliff Freeman, but it's also got its share of problematic folks whose legacies are worth debating.   Big thanks to our Patreon supports for supporting the show! Be sure to check out Patreon.com/AdCinemaClub to stay in the know and help keep the podcast going + growing. CREDITS: This week's club president: David Griner Co-hosts: Shannon Miller and Ashley Rutstein Editor: Lane McGiboney, Boutwell Studios Theme song composer: Brad Lyons, Boutwell Studios   

A chance at promotion to Chief Creative Officer sets off a Game of Thrones-esque battle of backstabbery and maneuvering in this hit Korean drama about life in a dominant ad agency. We watched the first three episodes of Agency on Netflix, meaning there's still plenty of story beats that will remain unspoiled after you listen to this episode. Big thanks to our Patreon supports for selecting Agency as this week's watch! Be sure to check out Patreon.com/AdCinemaClub to stay in the know and help keep the podcast going + growing!  CREDITS: Club president: Ashley Rutstein Co-hosts: Shannon Miller and David Griner Editor: Lane McGiboney, Boutwell Studios Theme song composer: Brad Lyons, Boutwell Studios   

It's finally here: Not just AN ad movie, but arguably THE ad movie. In our newest episode, we're watching "Crazy People" from 1990. If you haven't seen it (and you definitely should), it's the tale of a big-agency copywriter whose big break comes in the form of a big breakdown. When he abruptly decides to start writing ads that tell the unfiltered truth, his bosses are furious—until sales skyrocket. We had a blast discussing this one, and we hope you'll let us know what you think of it, especially over at Patreon.com/AdCinemaClub Where to watch 'Crazy People': Rent on Prime Video for $3.79. (Click "More purchase options" to save some money by watching the SD version.) Rent on Google Play for $3.99 Watch on Apple TV for $3.99 Credits for this episode: Hosts: David Griner, Shannon Miller and Ashley Rutstein Editor: Lane McGiboney, Boutwell Studios Theme song composer: Brad Lyons, Boutwell Studios   

Have you ever been hit in the head so hard, your only remaining option is to work in advertising? That's the fate that befalls poor Kermit the Frog in this homage to '80s NYC from Jim Henson and Frank Oz. Credits for this episode: Hosts: Shannon Miller, David Griner and Ashley Rutstein Editor: Lane McGiboney, Boutwell Studios Theme song composer: Brad Lyons, Boutwell Studios    Where to find 'The Muppets Take Manhattan' streaming: Due to some weird ownership issues around this one, it's not available quite as widely as most Muppet movies, but you can find it here: Watch for free via, oddly enough, BYUtv, Brigham Young University's streaming platform. You just have to create a free login, which can be done by signing in with your Google ID. Rent on Prime Video for $3.59 Rent on YouTube for $3.99 Rent on Apple TV for $3.99

While this week's full episode is only available to the wonderful people supporting us at Patreon.com/adcinemaclub, we've shared a preview of the first 10 minutes here and hope you'll consider supporting the show so you can catch this and all future bonus episodes! Coming soon will be our next episode for all (but selected by our Patreon supporters): The Muppets Take Manhattan (1984).  Hosts:  Ashley Rutstein Shannon Miller David Griner Editor: Lane McGiboney, Boutwell Studios Theme song composer: Brad Lyons, Boutwell Studios Visit AdCinema.Club for more!

What if the ads all around you were trying to tell you how to live your life?! Oh wait, they do, but what if ALIENS were the ones behind it all?  This week, Ad Cinema Club is watching John Carpenter's "They Live", a sci-fi/action cult classic starring wrestler "Rowdy" Roddy Piper.  What does this near-future dystopian commentary on consumerism have to say about advertising? "Nothing good," as our co-host Ashley Rutstein puts it. Our next episode is for Patreon supporters only, so be sure to check out Patreon.com/AdCinemaClub to join for $3 a month before we watch 2023's "Air" starring Matt Damon!  Hosts:  David Griner Shannon Miller Ashley Rutstein Editor: Lane McGiboney, Boutwell Studios Theme song composer: Brad Lyons, Boutwell Studios Visit AdCinema.Club for more!

Craig Fowler is joined by Thom Watt and Craig Anderson to talk through the Premiership fixtures from this past weekend, including Michael Beale's last stand as Rangers boss, the continuing improvement of Aberdeen, Celtic taking advantage of some shocking defending to earn a dramatic win at Motherwell, Brad Lyons hard-working the ball into the back of the net, Hearts continuing to show signs of life under Steven Naismith, St Johnstone trying something new and it kind of working, and Hibs not having a fully-functioning midfield since John McGinn. Learn more about your ad choices. Visit megaphone.fm/adchoices

This week we sat down with Brad Lyons who is the President and Publisher at Chalice Press. You can find Brad's books (Here) For more info about Chalice Press (Here) Connect with the Bearded Theologians at https://www.linktr.ee/Beardedtheologians

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® discuss how human behavior leads us to believe that a presidential election can make or break our investments.  As we gear up for the 2024 election season, you might be wondering how the political climate could affect market volatility and your financial planning. Fear not, as we're here to help you navigate these uncertain times with a comprehensive discussion on the potential impacts of the upcoming election, the importance of evaluating data objectively, and the Presidential Election Year Cycle Theory.We'll examine the current state of market volatility, the debt ceiling, and the potential consequences of a divided or unified government. We'll also tackle the fascinating theory proposed by Yale Hirsch, exploring the relationship between presidential administration cycles and stock market returns, and how to stay rational in our investment decisions amidst the emotionally charged election season. Don't miss this insightful conversation that will equip you with the knowledge and perspective needed to make the best decisions for your portfolio during the 2024 election cycle. Podcast Episodes Referenced:- Ep 165: 5 Principals of Successful Investing- Ep 89: Active vs Passive InvestingYouTube Videos Referenced: - How to be a Long Term Investor- What is the right time to invest in the stock market?Download Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"Click here to schedule a consultation with one of our financial advisors.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® discuss 5 principles of successful investing. These principles should help you succeed in any season of life and through differing economic and political circumstances.Podcast Episodes Referenced:- Ep 154: Investing Through Times of Fear- Ep 121: Designing Your Portfolio to Leave a Lasting LegacyYouTube Videos Referenced:- Two Bucket Investing Strategy: Income Strategy vs Total Return- What is the Number One Rule in Investing?Download Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® talk about how to maximize earnings on your cash reserves and cover the basics of ESG investing.Podcast Episodes Referenced:- Ep 143: Financial Success is Intentional- Ep 102: Low Cost, Diversified, Long-term InvestingYouTube Videos Referenced:- What is the right time to invest in the stock market?- How to be a Long-Term InvestorDownload Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, talk about different ways to prepare for retirement and how to determine how much you can spend in retirement. Podcast Episodes Referenced:- Ep 106: Create a Cash Flow Strategy for Retirement- Ep 107: Get Rid of Debt Before You Retire- Ep 68: Leveraging Your Wealth in Retirement- Ep 60: Withdrawal Strategies for RetirementYouTube Videos Referenced:- Will a Stock Market Decline Kill My Retirement?- Are Annuities a Good Retirement Strategy?Download Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, discuss the Silicon Valley Bank collapse and if people should be concerned about banks now. Podcast Episodes Referenced:- Ep 154: Investing Through Times of FearYouTube Videos Referenced:- What You Need to Know About Silicon Valley Bank Failure- Stay Invested Long TermDownload Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

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 investing in the stock market, but shouldn't. Podcast Episodes Referenced:- Ep 53: Invest Now, In this Market?- Ep 91: Is Your Behavior Affecting Your Portfolio?YouTube Videos Referenced:- How to be a Long Term Investor- What is the Number One Rule in Investing?Download Our Guide: "Top Reasons Most Financial Plans Fail"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

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 strategies for high-net-worth individuals. Podcast Episodes Referenced:-  Ep 127: The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It- Ep 81: What is tax loss harvesting?YouTube Videos to Reference:- Does inheritance count as income?- Asset Protection for High Net WorthDownload Our Guide: "Top Reasons Most Financial Plans Fail"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, discuss if tax-loss harvesting can improve your investing returns. They talk about how this strategy can help investors use market value losses of securities to offset gains and remain invested with a diversified portfolio. Podcast Episodes Referenced:-  Ep 81: What is Tax Loss Harvesting?-  Ep 83: Commonly Missed Tax Deductions for Business Owners-  Ep 87: Strategies to Grow and Protect Your PortfolioYouTube Videos to Reference:-  5 Tax-Efficient Withdrawal Strategies-  What is the Number One Rule in Investing?Other Links:- Big Green Egg HandlesDownload Our Guide: "Top Reasons Most Financial Plans Fail"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

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.Podcast Episodes Referenced:- Ep 45: Inflation Protecting Your Portfolio- Ep 101: What is Portfolio Diversification?YouTube Videos to Reference:- Protecting Your Portfolio During a Market Downturn Download Our Guide: "Top Reasons Most Financial Plans Fail"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® discuss Chat GPT and how AI could eventually be used in the financial services industry. They also go over different strategies for managing risk in your portfolio.Podcast Episodes Referenced:- Ep 101: What is portfolio diversification?- Ep 100: Performance Benchmarks for your Portfolio- Ep 91: Is your behavior affecting your portfolio?YouTube Video Referenced: - Protecting Your Portfolio During a Market DownturnDownload Our Guide: "Top Reasons Most Financial Plans Fail"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

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 discuss early retirement and rule 72t. They also cover different ways you can avoid tax penalties if you are hoping to retire early. Podcast Episodes Referenced: - Ep 115: What could happen if you don't prepare for retirement- Ep 103: Your pre-retirement checklistYouTube Videos to Reference: - Changes to the 72t Interest Rates- What is the Rule of 72t and Rule of 55?- 3 Tips to Retire EarlyOther Links: - https://sutecpa.com/Download Our Guide: "Top Reasons Most Financial Plans Fail"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith, and Brad Lyons, CFP®, discuss various stories of success and tell us why financial success is intentional.Podcast Episodes Referenced:- Ep 124: Financial Literacy is Vital… For Everyone!- Ep 115: What Could Happen if You Don't Prepare for Retirement- Ep 69: Achieve Financial Success in Retirement- Ep 49: 4 Steps to Be WealthyYoutube Videos Referenced:- What is Legacy Planning and Why is it Important?- A Financial Advisor's Role in Legacy PlanningDownload Our Guide: "Top Reasons Most Financial Plans Fail"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith, and Brad Lyons, CFP®, discuss the new year and how to set 2023 goals you can keep.Podcast Episodes Referenced:- Ep 61: 5 Steps to Financial Sucess in RetirementYoutube Videos Referenced:- Tips to Grow Your Business in the New Year- New Years Resolutions to Be Financially Successful in 2022 Download Our Guide: "Top Reasons Most Financial Plans Fail"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA®, discuss what holistic financial planning is.Podcast Episodes Referenced:- Ep 117: What is generational wealth and how do you preserve it - Ep 129: How Financial Planning Looks Different in Every Decade of Your LifeYoutube Videos Referenced:- A Financial Advisor's Role in Legacy Planning- What is Financial Planning?- What is a CERTIFIED FINANCIAL PLANNER™ (CFP®)?Download Our Guide: "Your Path to a Lifetime of Financial Success"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss tips for making a smooth transition into retirement.Podcast Episodes Referenced:- Episode 139: Financial Planning in Your 60's- Episode 113: Finding a Purpose in Life After Retirement- Episode 103: Your Pre-Retirement ChecklistYoutube Videos to Reference:- 4 Steps to Get Financially Organized Before Retirement- How to Retire Debt FreeDownload Our Guide: "Your Path to a Lifetime of Financial Success"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss financial planning in your 60s and ways to prepare for retirement.Podcast Episodes Referenced:- Episode 115: What Could Happen if You Don't Prepare for Retirement- Episode 103: Your Pre-Retirement ChecklistYoutube Videos to Reference:- Are Annuities and Good Retirement Strategy?- 4 Steps to Get Financially Organized Before RetirementDownload Our Guide: "Your Path to a Lifetime of Financial Success"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss financial planning in your 50s, and why you shouldn't get spooked in volatile markets.Podcast Episodes Referenced:- Episode 129: How Financial Planning Looks Different in Every Decade of Your Life- Episode 115: What Could Happen if You Don't Prepare for RetirementYoutube Videos to Reference:- 4 Steps to Get Financially Organized Before Retirement- What is Legacy Planning and Why is it Important Download Our Guide: "Your Path to a Lifetime of Financial Success"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA® discuss financial planning in your 40s, financial mistakes, and ways to start preparing yourself for retirement.Podcast Episodes Referenced:- Episode 129: How Financial Planning Looks Different in Every Decade of Your Life- Episode 124: Financial Literacy is Vital... for Everyone!- Episode 106: Create a Cash Flow Strategy for RetirementYouTube Videos Referenced:- Using an Online Estate Planning Service vs Using a Local Attorney- How to Be a Long Term Investor- Financial Planning- Saving for Retirement Early and Eliminating DebtDownload Our Guide: "Your Path to a Lifetime of Financial Success"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy discuss financial planning in your 30s and 30-year-olds biggest issues with money.Podcast Episodes Referenced:- Episode 129: How Financial Planning Looks Different in Every Decade of Your Life- Episode 124: Financial Literacy is Vital... for Everyone!- Episode 123: Estate Planning for Young AdultsYouTube Videos Referenced:- Using an Online Estate Planning Service vs Using a Local Attorney- How to Be a Long-Term InvestorDownload Our Guide: "Your Path to a Lifetime of Financial Success"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy talk about money management tips for recent college graduates. They also dive into the benefits of building and sticking to a budget.Podcast Episodes Mentioned:- Episode 130: Financial Planning in Your 20's- Episode 124: Financial Literacy is Vital... for Everyone!- Episode 123: Estate Planning for Young AdultsYouTube Videos Mentioned:- Avoid the Annuity Salesperson- How to Be a Long Term InvestorDownload Our Guide: "Your Path to a Lifetime of Financial Success"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy discuss financial planning in your 20s and 20-something's biggest issues with money.Podcast Episodes Referenced:- Episode 54: Hiring the Right Financial Advisor- Episode 89: Active vs Passive InvestingYouTube Videos Referenced:- 4 Steps to Get Financially Organized before Retirement- Should I Pay Off My Mortgage?Download Our Guide: "Your Path to a Lifetime of Financial Success"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogThis podcast was produced by Wiser Wealth Management. Thanks for listening!

In this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss how financial planning looks different in every decade of your life and take a deep dive into the current state of the market.Podcast Episodes Referenced:- Episode 54: Hiring the Right Financial Advisor- Episode 89: Active vs Passive InvestingYouTube Videos Referenced:- 4 Steps to Get Financially Organized before Retirement- Should I Pay Off My Mortgage?Download Our Guide: "Your Path to a Lifetime of Financial Success"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

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 about on the podcast during the past quarter.Podcast Episodes Referenced:- Episode 117: What is Generational Wealth and How Do You Preserve It?- Episode 121: Designing Your Portfolio to Leave a Lasting Legacy- Episode 123: Estate Planning for Young AdultsYouTube Videos Referenced:- The Financial Advisor's Role in Legacy Planning- What is Legacy Planning and Why is It Important?Download Our Guide: "7 Steps to Leave a Financial Legacy"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® are joined by Gary Bottoms, CLU, ChFC, who is Chairman and CEO of The Bottoms Group, LLC and author of Getting it Right: 10 Strategies to Avoid Regrets. Gary is also a Principal of TBX Benefit Partners, a subsidiary of The Bottoms Group. They talk about succession planning for small business owners, developing a family mission statement, having a mentor, and leaving a legacy.Download our free guide: "7 Steps to Leave a Financial Legacy"Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about how to design your portfolio to leave a lasting legacy. They also explain the importance of an opportunity fund, real estate in your portfolio, and educating the next generation.Podcast Episodes Mentioned:Episode 87: Strategies to Grow and Protect Your PortfolioEpisode 102: Low Cost, Diversified, Long-Term InvestingEpisode 104: An Investment Portfolio Built for RetirementDownload our free guide: "7 Steps to Leave a Financial Legacy"Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® are joined by Doug Butler who is an Attorney at Moore Ingram Johnson and Steele. Doug is a partner within the firm's Corporate and Transactional, Insurance Regulatory, and Self-Insured/Captive Insurance Departments. They talk about how to find the right estate planning attorney for you.Podcast Episodes Mentioned:Episode 116: Are You Striving to Leave a Purposeful Legacy?Episode 117: What is Generational Wealth and How Do You Preserve It? With James E. Hughes Jr. Learn more about Doug Butler.Download our free guide: "7 Steps to Leave a Financial Legacy"Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about what to look for in a financial advisor when building a legacy plan. It's important to understand that your advisor should be working in the client's best interest, and not selling products. They also give us an update on current inflation numbers for the last year and tips for how investors should be approaching the situation. Download our free guide: "7 Steps to Leave a Financial Legacy"Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® introduce a special guest, James E. Hughes, Jr., author of Family Wealth: Keeping it in the Family. Hughes talks about how to create a family covenant, the hierarchy of a covenant, the Rockefeller legacy story, and how to structure a team that will work in your best interest. He also discusses some main points from his book, Family Wealth: Keeping it in the Family.Download our free guide: "7 Steps to Leave a Financial Legacy"Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® kick off the new season of the podcast by explaining what it takes to leave a purposeful financial legacy. It is important to plan ahead of time in order to leave the legacy you wish to leave for the next generation.Download our free guide: "7 Steps to Leave a Financial Legacy" Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® wrap up this season of the podcast by talking about the three main ways to prepare for retirement. They also reveal our theme for the new season of the podcast starting in July and say goodbye to Matthews!Podcast Episodes Mentioned:Episode 106: Create a Cash Flow Strategy for RetirementEpisode 107: Get Rid of Debt Before You RetireYouTube Videos Mentioned:4 Steps to Get Financially Organized Before RetirementIs it too late to save for retirement?6 Ways to Prepare to Enjoy RetirementDownload "Your Pre-Retirement Checklist".Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about 5 different ways you can stay active during retirement. They also talk about the current market situation, and how it has entered bear market territory. Podcast Episodes Mentioned:Episode 112: How Retirement can Affect Mental and Physical Health Episode 110: How does healthcare work in retirement?Episode 107: Get Rid of Debt Before You RetireYouTube Videos Mentioned:The Medicare Signup Process Explained6 Ways to Prepare to Enjoy RetirementDownload "Your Pre-Retirement Checklist".Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about the differences between Medicare A, B, D, Medigap and Advantage. They also explain Medicare for employees, the process of switching from Advantage to Medigap, and offer advice on how often to review your plan. Speak with a specialist today so you can find the right plan for you!Download "Your Pre-Retirement Checklist".Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

Are you considering retiring early but are unsure about your healthcare options? On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about different healthcare options in retirement. They also talk about ways to qualify for Medicare early, the Affordable Care Act, and why it's important to consider different saving strategies.Download "Your Pre-Retirement Checklist".Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® answer and explain some of the most common questions about Social Security. They also talk about current market performance, and why you should stay invested long term. Download "Your Pre-Retirement Checklist".Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about the highlights of social security, how it works, and how to maximize it in retirement. It is important to research your social security options in advance, so you are prepared for the future. It's never too early to get started!Download "Your Pre-Retirement Checklist".Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about the importance of getting rid of debt before you retire. They talk about credit cards, managing student loans, real estate, and the snowball method. It is important to take control of your debt and find a payment strategy that works for you so you can have enough income to sustain yourself in retirement.Download "Your Pre-Retirement Checklist".Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about how to prepare cash flow in your portfolio for retirement. They describe a couple strategies for maintaining cash flow in retirement, the process of preparing for inflation, and why it's important to invest in bonds.Download "Your Pre-Retirement Checklist".Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about a few different dividend investment strategies. They explain what a dividend is, the risks associated with them, and give advice on how to manage them within your portfolio. It is important to understand the different dividend investment strategies so you can choose which one is the best fit for you.Download "Your Pre-Retirement Checklist".Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about how to build an investment portfolio for retirement. They explain how to be your own pension fund manager, the importance of having cash reserves, and how to diversify your portfolio in retirement.Download "Your Pre-Retirement Checklist".Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about the upcoming theme for Q2 2022, the importance of having a plan for retirement, and outline the five main topics they will be cover throughout the quarter. They also introduce our new guide, called "Your Pre-Retirement Checklist". You can download this free guide on our website by clicking here.Download "Your Pre-Retirement Checklist".Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog

It is important to understand the concept of long-term investing because it can help you grow and protect your portfolio. On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® wrap up Q1 2022 by talking about why investing for the long-term is crucial to maintaining your portfolio. They talk about investing in emerging markets, reveal the fourth way to grow and protect your portfolio, and introduce our new theme for Q2 2022.Download our free guide on "3 Ways to Grow and Protect Your Portfolio".Click here to schedule a consultation with one of our financial planners.Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlog