Podcasts about Casey Smith

American racing driver

  • 97PODCASTS
  • 327EPISODES
  • 47mAVG DURATION
  • 1WEEKLY EPISODE
  • May 22, 2025LATEST
Casey Smith

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Best podcasts about Casey Smith

Latest podcast episodes about Casey Smith

This Is Nashville
After moratorium, Tennessee executes Oscar Franklin Smith

This Is Nashville

Play Episode Listen Later May 22, 2025 49:58


Tennessee put a hold on executions in 2022 due to concerns about its lethal injection protocol. This morning, the state resumed executions, using lethal injection to put to death Oscar Franklin Smith. He had spent more than three decades incarcerated and went through numerous execution dates. Today on the show, we speak with one of Smith's sons, Casey Smith, about the impact this crime — and its punishment — have had on his life.But first, WPLN criminal justice reporter Paige Pfleger joins us to report on today's latest developments.Today's episode was produced by Paige Pfleger and Tasha A.F. Lemley.GUESTS Paige Pfleger, WPLN Criminal Justice Reporter Casey Smith, son of Oscar Franklin Smith

The Alaska Music Podcast
Alaskan Contrasts - Casey Smith and Lance Howard

The Alaska Music Podcast

Play Episode Listen Later May 16, 2025 59:03


Casey Smith and Lance Howard - two Alaskan artists, two distinct styles for your musical perusal.

The IBJ Podcast
Inside the Legislature's wild session on tax breaks, hospitals, IEDC and more

The IBJ Podcast

Play Episode Listen Later May 5, 2025 69:09


In the early hours of Friday, April 25, Indiana legislators passed a $46.2 billion budget for state expenses over the next two years—specifically, from July 1, 2025, to June 30, 2027. Legislators knew going in that state revenue to fund the budget would be tight, and they got a nasty revenue forecast with about a week to go in the session. The last week of a budget-writing session is usually pretty hectic, and this one had plenty of surprises as lawmakers tried to find ways to generate more tax revenue while simultaneously reducing funding for agencies and departments. Fledgling Gov. Mike Braun jumped headfirst into his first legislative session and made progress on his campaign promise of providing property tax relief. The Republican-led General Assembly also passed legislation aimed at lowering health care costs for Hoosiers with an approach that focused on hospitals. In both of those cases, of course, the bills passed were the product of much debate, lobbying, negotiation and compromise. Lawmakers also entered the session knowing that reforms would be proposed for the Indiana Economic Development Corp., the state agency charged with helping attract businesses to Indiana and helping businesses currently in the state grow. Its fate wasn't entirely decided until very late in the session. To take stock of the latest budget-writing session and how it will affect Hoosiers, we've invited a panel of reporters who covered some or all of the General Assembly to share their insights on fiscal issues and a few surprises. From the Indianapolis Business Journal, we have Cate Charron and Daniel Lee. And they're joined by Casey Smith of Indiana Capital Chronicle.

Horsepower Happenings
S7E13 feat Casey Smith & Austin Hull

Horsepower Happenings

Play Episode Listen Later Apr 29, 2025 57:32


Casey Smith grabbed his first win since 2023 and his first of a season in which he'll chase a track championship at I-96 Speedway. Then, Austin Hull recaps his nearly perfect day to open the season at Berlin Raceway.

Wiser Roundtable Podcast
279. What Should Parents of Children with Disabilities Know About Estate Planning?

Wiser Roundtable Podcast

Play Episode Listen Later Apr 28, 2025 31:15


Planning for the future of a child with disabilities is a complex and emotional journey, but taking proactive steps can help ensure a stable and fulfilling transition into adulthood. Families often face significant challenges when essential services suddenly end, making it crucial to have a well-structured plan in place. In this episode of A Wiser Retirement® Podcast, Casey Smith and Meaghan Timko, MS, BCBA, Founder at Parallel, share valuable insights on estate planning, financial strategies, and legal considerations to help parents navigate this critical process.Related Podcast Episodes:- Ep 146: The Power of Life Insurance to Meet Your Family's Goals - Ep 214: What is disability insurance and do I need it? - Ep 224: Living in the Moment While Planning for the Future Related YouTube Videos:- What is the role of a trustee?- Tips to Safeguard Assets for Future GenerationsLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

Shan and RJ
Reaction to the Tim MacMahon article about Dirk, Cuban, Nico and more!

Shan and RJ

Play Episode Listen Later Apr 21, 2025 14:50


This morning, ESPN's Tim MacMahon released his anticipated article about the dysfunction in the Mavs' front office that led to the dismissal of longtime trainer Casey Smith and the eventual trade of Luka Doncic.

The Ben and Skin Show
Around The Sports: Nico Harrison's Press Conference

The Ben and Skin Show

Play Episode Listen Later Apr 21, 2025 8:37 Transcription Available


"Why shouldn't you be fired?" This provocative question sets the stage for an electrifying episode of The Ben and Skin Show, where hosts Ben Rogers, Jeff “Skin” Wade, Kevin “KT” Turner, and Krystina Ray dive deep into the aftermath of Nico Harrison's postseason press conference.In this episode, the team dissects Harrison's responses to tough questions from the Dallas media, including his defense against calls for his firing and his bold prediction that the team will compete for a championship next year. Listeners will be captivated by the hosts' insightful analysis and humorous takes on the press conference. Ben and Skin don't shy away from discussing the controversial firing of Casey Smith, which Tim McMahon suggests may have led to losing key players like Luka and Dirk. "This is one of the most important firings in the history of Dallas Mavericks basketball," The episode also features memorable moments, such as Harrison's response to whether Luka Doncic is a championship-caliber player and the fan outrage over recent team decisions. Don't miss out on this compelling episode filled with bold predictions, heated debates, and laugh-out-loud moments. Subscribe to The Ben and Skin Show, leave a review, and share the episode with fellow sports enthusiasts. Your support helps us bring you more unfiltered and entertaining content!

The Ben and Skin Show
Mavs Madness: Behind the Scenes Drama and Future Uncertainty

The Ben and Skin Show

Play Episode Listen Later Apr 21, 2025 8:17 Transcription Available


"How did the Mavericks go from finals contenders to a chaotic free fall?" This episode of The Ben and Skin Show dives deep into the tumultuous end of the Mavericks' season, featuring hosts Ben Rogers, Jeff “Skin” Wade, Kevin “KT” Turner, and Krystina Ray.Join us as we unpack the bombshell articles from Tim McMahon, Tim Cato, and Mark Stein, and dissect Nico Harrison's controversial press conference. The episode kicks off with a thought-provoking question about the Mavericks' dramatic decline, setting the stage for a riveting discussion.Explore the shocking details of Casey Smith's dismissal and its impact on team morale and relationships with key players like Dirk Nowitzki and Luka Dončić, and delve into the complex dynamics between media coverage and fan reactions, highlighting Tim McMahon's role in shaping the narrative.

Wiser Roundtable Podcast
274. Buying a Home in the Best School District: What You Need to Know

Wiser Roundtable Podcast

Play Episode Listen Later Mar 31, 2025 40:10


Join us on this episode of A Wiser Retirement® Podcast, as Casey Smith and Paul Montaperto from Family2Family Relocation discuss tips for families looking to buy a home in a great school district. We explore how to evaluate school quality beyond online ratings, considering factors like administrative stability, private school options, and future zoning changes. Paul also gives practical tips to help families make informed home-buying decisions.Related Podcast Episodes:- Ep 136: Financially Preparing for Your High Schooler to Go to College- Ep 168: Everything You Need to Know About 529 Plans- Ep 267: The 2025 Housing Market: Trends, Changes, and What to ExpectConnect with Paul Montaperto:- Family2Family Relocation- The Right School Matters PodcastLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

Drawing Funny
Episode 77 - "Casey's Art Box"

Drawing Funny

Play Episode Listen Later Mar 27, 2025 62:37


Show notes: On this episode I do an interview with Casey and Melissa Smith, the owners of the art store "Casey's Art Box". The shop is located out in Germantown, TN and combines retail space, gallery wall space, community gathering space, and Casey's art studio space.The dynamic duo are both former educators and have been together since the 1993 Cooper Young Festival. They've been married for almost 30 years. Casey Smith was born in Memphis and raised in Germantown. He has been creating art his whole life. His early years began at Ronnie Grisanti & Sons restaurant where he shared his love of murals. He spent 20 years teaching art to kindergarteners through high school seniors. Now Casey is ready to share his works and hopes to encourage other artists to go after their passion. Melissa Smith moved to Germantown at the beginning of her high school career at GHS. Not one to be far from her family, she attended Memphis State, but ended up graduating from the University of Memphis! While there she met and married Casey, being his number one visual art & music fan and (most importantly) best friend. After 27 years in elementary technology education, she is ready to encourage others to unleash their creative energies.The shop is open Mon-Sat, but are always standing by for any Sunday or after hours art emergencies that might arise! When you stop by be sure to ask about their customer loyalty program. I bought a few paint pens to try out.I also fill you in on some Mid-South Cartoonists Association news, including our upcoming art shows, zine deadline and monthly dinner gathering at Garibaldi's Pizza (April 1st), the MSCA Con Cards, and the Rogue's Gallery moving to Lootz Collectibles in Atoka for Free Comic Book Day.Plus I share some info on Comic Geek Speak's 20th anniversary celebration up in Reading, PA and recent Diamond acquisition by Alliance Entertainment.This week I dropped off a couple of my paintings for upcoming auctions/sales at Playhouse on the Square ("King Arthur/Spamalot") and Germantown Community Theatre ("Annie & Sandy"). Both were done in acrylics on canvas and for previous art shows at GCT. Proceeds to benefit the two theaters. I'll have new art to benefit my wallet at both theaters this year.Thanks to Casey and Melissa for talking toons with me. Hope this episode inspires you to check out their art store and create some art of your own!"Stay Tooned!"LINKS:Drawing Funny Podcast website – ⁠www.drawingfunny.com⁠Drawing Funny Podcast on Spotify – ⁠www.podcasters.spotify.com/⁠Drawing Funny Podcast on Apple – www.podcasts.apple.com/us/podcast/drawing-funny/Mid-South Cartoonists Association/MSCA (Memphis, TN) – ⁠www.midsouthcartoonists.org⁠My art website – ⁠www.linworkman.com⁠Casey's Art Box (Germantown, TN) – www.caseysartbox.com/Garibaldi's Pizza (U of M) – ⁠www.garibaldispizza.com⁠Lootz Collectibles – www.lootzcollectibles.com/Rogue's Gallery Memphis – www.roguesgallerymemphis.com/Free Comic Book Day – www.freecomicbookday.com/DeSoto Arts Council  – www.desotoartscouncil.org/Comic Geek Speak/CGS podcast – www.comicgeekspeak.com/Comic Book Central podcast – www.comicbookcentral.net/Theme: ⁠“Silly Bank Heist” ⁠⁠music by Steve Oxen⁠⁠.⁠   News intro theme by David Fesliyan.©2020 ⁠Fesliyan Studios Inc.⁠ – music and sound effects used by permission.Please DO NOT add this audio content to the Youtube Content ID System. I have used background music which is owned by ⁠Fesliyan Studios⁠. "Bushi Tales" theme Joel Gamble.CGS theme music by Kirby Krackle.CGS quotes © 2005-2025 Comic Geek Speak, LLPComic Book Central promo by Joe Stuber, Copyright © 2025 Comic Book CentralMovie quotes and additional sounds from ⁠101soundboards.com.⁠⁠⁠“Drawing Funny” podcast⁠⁠ hosted/produced by ⁠⁠Lin Workman⁠ ©2025. “Drawing Funny” is intended for entertainment and educational purposes only.Run time: 1hr 2min 37sec(Click on the highlighted hyperlinks or links in the show notes to check them all out.)

Talking Timber
Casey Smith, Vice President of Lending at WCLA

Talking Timber

Play Episode Listen Later Mar 26, 2025 45:22


This week we talk with Casey Smith about his job as Vice President of lending at the WCLA Credit Union.

Fort Worth Roots
Episode 327 "Billy The Bomber" with special guest Bill Smith

Fort Worth Roots

Play Episode Listen Later Mar 12, 2025 54:29


This is the first time that I have had the opportunity to record with a guest with the intent to gather their life story as a birthday gift. The recording you will listen to on this episode was recorded on the back patio at Bill's home in Fort Worth Texas just after his birthday. It was an absolute honor to get the chance to be part of this special occasion. Thank you to Casey Smith for having me out and thank you to Bill for opening up and sharing with our audience. To contact Fort Worth Roots send us an email to media@fortworthroots.com

State Of The New York Knicks
State Of The New York Knicks Podcast Episode 368 Brunson Injury

State Of The New York Knicks

Play Episode Listen Later Mar 9, 2025 17:15


Welcome to Episode 368 of the State of the New York Knicks Podcast! I'm your host, State and we've got a packed show today. First up, I'm talking about Jalen Brunson's injury and how his absence is going to impact the Knicks moving forward. What does this mean for the team's offensive flow, and who needs to step up in his place?We'll also break down the frontcourt pairing of Julius Randle and Karl-Anthony Towns. The stats are in, and we'll discuss whether this new dynamic can give the Knicks a boost or if it's still a work in progress.Then, we'll touch on the addition of Casey Smith, the new Knicks team doctor who came over from the Mavericks. He's already making a big difference when it comes to injury management and player health. How much of an impact has he had on the team, and could this be a turning point for New York's injury woes?On top of all that, we've got Deuce McBride's struggles over the past 20 games. After showing some flashes early in the season, McBride's play has dipped, and we'll explore what's going wrong and what his role looks like moving forward.And finally, I'll share my thoughts on the PJ Tucker signing that will help the Knicks Locker RoomAll that and more, coming up on Episode 368 of the State of the New York Knicks Podcast. Let's dive in!"https://snyk-pod.printify.me/https://snykpodcast.substack.com/https://www.reddit.com/user/stateofthenyk/https://www.youtube.com/@SNYKPodcasthttps://www.twitch.tv/statesnykgaming

3 Point Podcast
02-21-25 Haslett 58 St Johns 49 (WJSZ) Casey Smith & Joe Smith

3 Point Podcast

Play Episode Listen Later Feb 21, 2025 97:40


Radio broadcast on Z92.5 The Castle. Haslett 58 St Johns 49

3 Point Podcast
02-07-25 Mason 61 St Johns 54 (WJSZ) Casey Smith & Joe Smith

3 Point Podcast

Play Episode Listen Later Feb 6, 2025 101:58


Radio broadcast on Z92.5 The Castle Mason 61 St Johns 54

3 Point Podcast
01-24-25 Chesaning 64 New Lothrop 32 (WJSZ) Casey Smith & Joe Smith

3 Point Podcast

Play Episode Listen Later Jan 25, 2025 97:08


Radio broadcast of New Lothrop at Chesaning on Z92.5 The Castle. Chesaning 64 New Lothrop 32

3 Point Podcast
01-17-25 Owosso 49 Corunna 36 (WJSZ) Casey Smith, Joe Smith, Ted Fattal

3 Point Podcast

Play Episode Listen Later Jan 18, 2025 114:14


Radio broadcast on Z92.5 The Castle Boys Basketball Corunna at Owosso

3 Point Podcast
01-10-25 St Johns 51 Lansing Eastern 49 (WJSZ) Casey Smith & Joe Smith

3 Point Podcast

Play Episode Listen Later Jan 10, 2025 105:15


Boys BB game St Johns at Lansing Eastern on WJSZ with Casey Smith and Joe Smith on the call

3 Point Podcast
01-06-25 Ovid-Elsie 63 Birch Run 36 (WJSZ) Casey Smith & Ted Fattal

3 Point Podcast

Play Episode Listen Later Jan 6, 2025 106:20


Radio broadcast of Ovid-Elsie at Birch Run Boys BB on www.Z925.com Z92.5 The Castle. Casey Smith and Ted Fattal

3 Point Podcast
12-13-24 Goodrich 61 Corunna 47 (WJSZ) CS & JS

3 Point Podcast

Play Episode Listen Later Dec 14, 2024 112:30


Radio call on Z92.5 The Castle of Boys BB. Goodrich at Corunna. Cav Sports Hall of Fame night with in game interviews. Casey Smith and Joe Smith on the call

3 Point Podcast
12-06-24 Goodrich 82 Owosso 47 at The Wearhouse (WJSZ) Casey Smith & Joe Smith

3 Point Podcast

Play Episode Listen Later Dec 7, 2024 106:06


Dec. 6, 2024 Radio call of Goodrich Martians at Owosso Trojans Basketball Game at The Wearhouse Gymnasium. Casey Smith P-X-P and Joe Smith Color

Wiser Roundtable Podcast
The Election Outcome Impact on Crypto, BTC ETFs, and Bitwise Files for Index Product

Wiser Roundtable Podcast

Play Episode Listen Later Dec 4, 2024 33:22


Tune in to this episode of A Wiser Retirement® Podcast where we discuss how the post-election landscape is shaping the future of cryptocurrency. Casey Smith and Robert Swarthout from Teton Crypto Capital join us to unravel complex policy shifts and market dynamics. We explore the hurdles and timelines facing U.S. cryptocurrency regulation, drawing intriguing parallels with previous reforms like Trump's tax changes. As more people access digital currencies through platforms such as Venmo and PayPal, the need for robust education becomes crucial, and we're here to guide you through it all.Podcast Episodes Referenced:- Ep 246: SEC v. Ripple Lawsuit Resolved, BTC ETFs, and the Election- Ep 252: The Crypto Agenda: SEC's Next Moves, BTC ETFs, and Kamala Harris' Crypto PolicyLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

3 Point Podcast
11-23-24 D8 SF at Ithaca H.S. Beal City 17 Fowler 16 (WJSZ) Casey Smith & Bart Matthews

3 Point Podcast

Play Episode Listen Later Nov 23, 2024 160:02


Z92.5 The Castle Radio call of D8 Football Semi-Final. Beal City 17 Fowler 16. Casey Smith and Bart Matthews on the call engineered by Kate Graham

Wiser Roundtable Podcast
251. Shawna Theriault's Road to Becoming a Financial Advisor

Wiser Roundtable Podcast

Play Episode Listen Later Nov 4, 2024 52:35


Join us for this episode of A Wiser Retirement® Podcast, where Casey Smith interviews Shawna Theriault, CFP®, CPA, CDFA®, Senior Financial Advisor, about her inspiring journey—from moving out at sixteen to pursuing a career in finance and becoming a CERTIFIED FINANCIAL PLANNER®, Certified Public Accountant, and Certified Divorce Financial Analyst®. Shawna shares how resilience, continuous learning, and a commitment to connecting deeply with clients have shaped her career in a traditionally male-dominated industry. She underscores the importance of holistic, personalized financial guidance that prioritizes meaningful impact over profit.Related Podcast Episodes:- Episode 241: The Heart and History of Wiser Wealth Management with President, Casey SmithLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
252. The Crypto Agenda: SEC's Next Moves, BTC ETFs, and Kamala Harris' Crypto Policy

Wiser Roundtable Podcast

Play Episode Listen Later Nov 4, 2024 31:33


Tune in to this episode of A Wiser Retirement® Podcast where Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, discuss the SEC's upcoming actions, BTC ETFs, and Kamala Harris's stance on crypto policy. The conversation highlights the pressing need for a robust, supportive framework for crypto businesses, especially amid potential regulatory shifts under changing political leadership.Related Podcast Episodes:- Ep 246: SEC v. Ripple Lawsuit Resolved, BTC ETFs, and the Election- Ep 237: Estate Planning for Crypto AssetsLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
248. 2025 Medicare Changes: What You Need to Know

Wiser Roundtable Podcast

Play Episode Listen Later Oct 14, 2024 33:42


In 2025, Medicare will eliminate the Part D coverage gap, cap out-of-pocket prescription costs at $2,000, and offer a payment plan. Some Georgia Medicare Advantage plans will not renew, allowing members to switch plans or join Medigap without underwriting. The Part B premium will rise to $185/month, and fraud risks are expected to increase. Tune in to this episode of A Wiser Retirement® Podcast as Casey Smith and Logan Steele, from Steele Choice Insurance, dive into the details of these upcoming Medicare changes. Related Podcast Episodes:- Ep 188: Current State of Healthcare and Medicare Open Enrollment with Logan Steele- Ep 255: Key Things to Know about Medicare Enrollment Related YouTube Videos:- What is IRMAA?- The Medicare Sign-Up Process ExplainedOther Links:- Part D Creditable Coverage FAQLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

3 Point Podcast
10 - 11 - 24 Haslett 35 St Johns 14 (WJSZ) CS & BM

3 Point Podcast

Play Episode Listen Later Oct 12, 2024 164:36


Radio broadcast of St Johns at Haslett on www.Z925.com The Castle. Casey Smith and Bart Matthews on the call.

Wiser Roundtable Podcast
246. SEC v. Ripple Lawsuit Resolved, BTC ETFs, and the Election

Wiser Roundtable Podcast

Play Episode Listen Later Oct 2, 2024 28:41


Tune in to this episode of A Wiser Retirement® Podcast as Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, discuss the SEC v. Ripple lawsuit finally being resolved, Bitcoin ETFs, and what the upcoming presidential election means for crypto.Related Podcast Episodes:- Ep 237: Estate Planning for Crypto Assets- Ep 231: The State of RIA Crypto Education, ETH ETFs, and the Memecoin FrenzyLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
244. Financial Steps to Take After the Loss of a Loved One

Wiser Roundtable Podcast

Play Episode Listen Later Sep 23, 2024 24:21


Managing a loved one's estate can be overwhelming. How do you ensure you're not missing critical steps? Join us on this episode of A Wiser Retirement® Podcast as we walk you through the financial steps to take after the loss of a loved one. We also stress the importance of preparing your own affairs to spare future generations the hassle and potential legal headaches.Related Podcast Episodes:- Ep 146: The Power of Life Insurance to Meet Your Family's Goals- Ep 233: How Second Marriages and Blended Families Impact Estate PlanningRelated YouTube Videos:- New 2024 Rules for Transfer on Death Deeds in Georgia- Why You Should Always Have Contingent Beneficiaries on Your Retirement AccountsLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how our services can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- Connect with Casey Smith on Twitter- A Wiser Retirement® YouTube Channel- A Wiser Retirement® Podcast- Wiser Wealth Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
243. Investment Strategy in an Election Year: Is a Market Correction Coming?

Wiser Roundtable Podcast

Play Episode Listen Later Sep 16, 2024 44:14


Is a market correction on the horizon? In this episode of the A Wiser Retirement® Podcast, we discuss key strategies for investing during an election year. We explore the stock market's average rise during election years, emphasizing the value of long-term investment strategies and avoiding market timing. We also cover the importance of having a cash reserve for downturns, rebalancing portfolios during sell-offs, and staying invested through political cycles.Related Podcast Episodes:- Ep 182: Investing for the Long Haul: Creating a Retirement-Focused Investment Strategy- Ep 225: Will the 2024 presidential election influence the stock market?Related YouTube Videos:- Pros and Cons of Dividend Investing- Does lump sum investing beat dollar cost averaging?Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how our services can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- Connect with Casey Smith on Twitter- A Wiser Retirement® YouTube Channel- A Wiser Retirement® Podcast- Wiser Wealth Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
242. Financial Tips for Women to Secure Their Future

Wiser Roundtable Podcast

Play Episode Listen Later Sep 9, 2024 28:52


Can financial knowledge and independence unlock a better future for women? In this episode of A Wiser Retirement® Podcast, we explore essential steps women can take to control their financial destinies. We address challenges faced by divorced women and widows, offering practical advice on making smart investment decisions instead of relying on low-yield accounts. Discover why it's crucial for women to be actively involved in family finances and how finding a trusted financial advisor can make all the difference. We also highlight the importance of estate planning, with tips on creating a will, healthcare directives, and powers of attorney. Tune in to gain the knowledge and confidence to secure your financial future.Related Podcast Episodes:- Ep 146: The Power of Life Insurance to Meet Your Family's Goals- Ep 120: Finding the Right Estate Planning Attorney for You- Ep 118: What to Look for in a Financial AdvisorRelated YouTube Videos:- Financial Planning Tips to Thrive in Your 40s- Should I Hire a Financial Advisor or DIY?Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how our services can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- Connect with Casey Smith on Twitter- A Wiser Retirement® YouTube Channel- A Wiser Retirement® Podcast- Wiser Wealth Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
241. The Heart and History of Wiser Wealth Management with President, Casey Smith

Wiser Roundtable Podcast

Play Episode Listen Later Sep 2, 2024 53:03


Wiser Wealth Management was founded with a clear mission: to do the right thing and make a positive impact on people's lives. Michaela Dowdy interviews Casey Smith about the history behind Wiser Wealth Management, giving listeners a chance to get to know him better. Casey shares his journey from aspiring mutual fund manager to becoming an airline pilot to founding Wiser. They discuss the importance of trust, client relationships, and long-term financial planning.Related Podcast Episodes:- Ep 221: How to Prioritize Financial GoalsRelated YouTube Videos:- What is flat fee financial planning?Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how our services can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- Connect with Casey Smith on Twitter- A Wiser Retirement® YouTube Channel- A Wiser Retirement® Podcast- Wiser Wealth Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Bass University Live
Casey Smith Toyota Series Champion

Bass University Live

Play Episode Listen Later Aug 29, 2024 88:49


Welcome back to bass u live, Rizz, JH and GDP are on set as well as special guest and champion Casey Smith. Were going to be recapping Casey's Winning ways on the st lawrence river. Stay tuned and enjoy.

Serious Angler
Best Lake in the Country is in Danger! (With Casey Smith)

Serious Angler

Play Episode Listen Later Aug 28, 2024 80:53


Send us a Text Message.On today's episode of Serious Angler we are joined by recent MLF Toyota Series champ and New York's Finest Casey Smith to talk about his win but also what is happening to Cayuga Lake that the angling community needs to know. Later we are joined by the OG YouTuber and absolute fishing mad scientist Mikeybalzz!

Wiser Roundtable Podcast
240. The Benefits of Diversified Income Streams

Wiser Roundtable Podcast

Play Episode Listen Later Aug 26, 2024 36:00


Ever wondered how diversified income streams can shape your financial future? In this episode, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, dive into the significance of diversified income streams, from real estate and dividend-paying stocks to balancing primary and side jobs. They emphasize the importance of passion in side hustles and business ventures, and clarify tax considerations, including the reality of higher taxes being a sign of success. Podcast Episode Referenced:- Ep 221: How to Prioritize Financial GoalsYouTube Videos Referenced:- Does inheritance count as income?- Pros and Cons of Owning a Vacation Rental PropertyLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how our services can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- Connect with Casey Smith on Twitter- A Wiser Retirement® YouTube Channel- A Wiser Retirement® Podcast- Wiser Wealth Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
239. How can I reduce my current taxable income?

Wiser Roundtable Podcast

Play Episode Listen Later Aug 19, 2024 33:04


On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, explore strategies for reducing taxable income, such as deferred compensation plans, retirement contributions, and tax-loss harvesting. They highlight the importance of understanding the tax implications of various investments and caution against risky practices like creative accounting or intentional losses.Podcast Episodes Referenced:- Ep 229: How do I avoid capital gains tax?  YouTube Videos Referenced:- Can a donor-advised fund reduce taxable income?- How to Reduce Taxable Income as a Business Owner?Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how our services can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- Connect with Casey Smith on Twitter- A Wiser Retirement® YouTube Channel- A Wiser Retirement® Podcast- Wiser Wealth Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
238. Is Instant Gratification Ruining Your Financial Goals?

Wiser Roundtable Podcast

Play Episode Listen Later Aug 12, 2024 36:13 Transcription Available


Is instant gratification ruining your financial goals? On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA® discuss the importance of staying committed to long-term financial goals, resisting the allure of immediate gratification, and harnessing the powerful effects of early saving and compounding. They also delve into the importance of passing on sound financial habits to future generations, emphasizing the role of financial planning in building and preserving a financial legacy.Podcast Episodes Referenced:- Ep 221: How to Prioritize Financial Goals- Ep 182: Investing for the Long Haul: Creating a Retirement-Focused Investment StrategyYouTube Videos Referenced:- Tips for Sticking to Your Financial GoalsLearn More about Wiser Wealth Management:- Our website - Click here to schedule a complimentary consultation with one of our financial advisors.- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
237. Estate Planning for Crypto Assets

Wiser Roundtable Podcast

Play Episode Listen Later Aug 7, 2024 34:45


On this episode of A Wiser Retirement® Podcast, we talk about estate planning for crypto assets, the recent launch of eight Ethereum ETFs, the future of Bitcoin and SAB121 with Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. Podcast Episodes Referenced: - Ep 226: SWIFT Plans to Launch CBDC, Binance Founder CZ Sentenced, & Ethereum ETF News- Ep 231: The State of RIA Crypto Education, ETH ETFs, and the Memecoin FrenzyLearn More about Wiser Wealth Management:- Our website - Click here to schedule a complimentary consultation with one of our financial advisors.- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
236. Be Your Own Bank with Life Insurance - Is this legit?

Wiser Roundtable Podcast

Play Episode Listen Later Aug 5, 2024 40:07


On this episode of A Wiser Retirement® Podcast, we talk about using life insurance to be your own bank with Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®. We discuss what happens if you rely solely on life insurance for wealth-building and stress the importance of having a diversified financial plan.Podcast Episodes Referenced:- Ep 214: What is disability insurance and do I need it?- Ep 179: Long-Term Care Insurance: To Buy or Not to Buy?- Ep 146: The Power of Life Insurance to Meet your Family's GoalsYouTube Videos Referenced:- Long-Term Care Insurance ExplainedLearn More about Wiser Wealth Management:- Our website - Click here to schedule a complimentary consultation with one of our financial advisors.- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
Investing in Index Funds: Benefits and Strategies

Wiser Roundtable Podcast

Play Episode Listen Later Jul 29, 2024 39:40


On this episode of A Wiser Retirement® Podcast, we discuss investing in index funds with Casey Smith and Andrew Pratt, CFA, CBDA. We talk about the importance of long-term investing, the different types of ETFs, and the benefits of dollar cost averaging over lump-sum investing. Podcast Episodes Referenced:- Ep 208: How Direct Indexing Benefits High Net Worth Individuals- Ep 216: What are alternative investments? Should you be invested in themYouTube Videos Referenced:- Is it always safe to invest in the S&P 500?- Does lump sum investing beat dollar cost averaging?Learn More about Wiser Wealth Management:- Our website - Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
Pilots, Maximize Your 401(k) Contributions!

Wiser Roundtable Podcast

Play Episode Listen Later Jul 22, 2024 46:32


Are you maximizing the full potential of your 401k as a pilot? On this episode of A Wiser Retirement® Podcast, Casey Smith and Missie Beach, CFP®, CDFA® talk about why airline pilots should maximize their 401(k) contributions. They explore the complexities and risks of real estate investments, superfunding your 401k, and tax benefits to keep in mind. Click HERE to download your free airline 401k allocation. Podcast Episodes Referenced:- Ep 173: Making the Most of Your Airline 401k- Ep 194: Delta, American & United: Who's Got the Best Pilot Retirement OfferingYouTube Videos Referenced:- Delta Pilots - Market Based Cash Balance Plan- Pilots, stop spending millions in 401k management fees!Learn More about Wiser Wealth Management:- Our website - Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
How Second Marriages and Blended Families Impact Estate Planning

Wiser Roundtable Podcast

Play Episode Listen Later Jul 15, 2024 35:26


On this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Shawna Theriault, CFP®, CPA, CDFA® to talk about how second marriages and blended families impact estate planning. They also discuss how to safeguard your family's future, avoiding probate pitfalls, and the often-overlooked risk of unintentionally disinheriting children from a previous marriage.Podcast Episodes Referenced:- Ep 230: What Can and Can't be Included in a Prenup- Ep 119: Choosing a CPA to Meet Your Estate Planning NeedsYouTube Video Referenced:- Using an Online Estate Planning Service vs Using a Local Attorney Blog Referenced:- Legacy Planning vs Estate Planning: Understanding the DifferenceLearn More about Wiser Wealth Management:- Our website - Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
The State of RIA Crypto Education, ETH ETFs, and the Memecoin Frenzy

Wiser Roundtable Podcast

Play Episode Listen Later Jul 3, 2024 35:43


Is your financial advisor ready for the crypto revolution? On this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They discuss the state of RIA crypto education, Crypto Super PACs, ETH ETFs, and the memecoin frenzy.Related Podcast Episodes: - Ep 226: SWIFT Plans to Launch CBDC, Binance Founder CZ Sentenced, & Ethereum ETF News- Ep 220: Is Bitcoin more than digital gold?Other Links: - Teton Crypto CapitalLearn More about Wiser Wealth Management:- Our website - Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
What Can and Can't be Included in a Prenup

Wiser Roundtable Podcast

Play Episode Listen Later Jul 1, 2024 45:46


In this episode of A Wiser Retirement®, Casey Smith and Missie Beach, CFP®, CDFA®, talk with Leslie O'Neal, a Family Law Attorney and Partner at O'Dell and O'Neal in Marietta, GA. They discuss why prenups are important for everyone, especially in second marriages, and how they act as practical life planning tools like insurance. The conversation covers the need for legal drafting of prenups, the challenges across state lines, and essential tips for anyone getting married.Related Podcast Episodes: - Ep 183: How to Avoid Financial Conflict in Marriage- Ep 160: How Finances Affect DivorceRelated YouTube Videos:- What is a Certified Divorce Financial Analyst®?- Can joint bank accounts prevent marital conflict?Related Blogs: - How to Differentiate between Marital and Non-Marital AssetsLearn More about Wiser Wealth Management:- Our website - Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
How do I avoid capital gains tax?

Wiser Roundtable Podcast

Play Episode Listen Later Jun 24, 2024 34:56


On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA® discuss various methods to minimize capital gains taxes, especially during retirement. Key strategies include gifting appreciated assets to charities, 1031 exchanges, and converting IRAs to Roth accounts during specific timeframes. Proper education and planning can help investors maximize their financial benefits while minimizing their tax liabilities.Related Podcast Episodes: - Ep 150: Can Tax-Loss Harvesting Improve Your Investing Returns?Related YouTube Videos:- Here's How to Avoid Paying Capital Gains Tax!- Do you have to pay taxes on an inheritance?Related Blogs: - Tax Savings Strategies for High Income EarnersLearn More about Wiser Wealth Management:- Our website - Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
How to Choose the Right Franchise with Jon Ostenson

Wiser Roundtable Podcast

Play Episode Listen Later Jun 17, 2024 34:17


Unlock the secrets to successful franchising with our special guest, Jon Ostenson, CEO of FranBridge Consulting and former president of Shelf Genie. Jon joins Casey Smith on the episode and shares his journey from the corporate world to franchising. He reveals the untapped potential of non-food franchises, which often boast lower startup costs and higher profit margins. They delve into the appeal of semi-passive franchise models and why aligning your personal interests with your business endeavors is crucial for long-term success.Related Podcast Episodes:- Ep 176: Tips to Grow and Scale Your Small Business- Ep 138: Making Your Business Less Dependent on YouRelated YouTube Videos:- How to Reduce Taxable Income as a Business OwnerRelated Blog Posts: - What should succession planning for a small business include?Other Links: - Connect with Jon Ostenson or FranBridge ConsultingLearn More about Wiser Wealth Management:- Our website - Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
I've inherited $200k, what should I do?

Wiser Roundtable Podcast

Play Episode Listen Later Jun 10, 2024 30:59


Can inheriting money truly change your life for the better, or could it create unforeseen financial pitfalls? On this episode of A Wiser Retirement® Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Shawna Theriault, CFP®, CPA, CDFA® talk about what to do if you inherit $200k.Related Podcast Episodes:- Ep 171: I've inherited money, now what?- Ep 127: The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid ItRelated YouTube Videos:- Do you have to pay taxes on an inheritance?- Does inheritance count as income?Related Blogs:- Inheritance Scams: How to Protect Yourself and Your Loved Ones- What Should I Do with an Inherited 401(k) or IRA?Learn More about Wiser Wealth Management:- Our website - Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
SWIFT Plans to Launch CBDC, Binance Founder CZ Sentenced, & Ethereum ETF News

Wiser Roundtable Podcast

Play Episode Listen Later Jun 5, 2024 39:53


On this episode of A Wiser Retirement®, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They discuss how SWIFT plans to launch a CBDC, Binance founder CZ sentenced, and give an Ethereum ETF update. Related Podcast Episodes:- Ep 216: What are alternative investments? Should you be invested in them?- Ep 220: Is Bitcoin more than digital goldOther Links:- Robert Swarthout: Teton Crypto CapitalLearn More about Wiser Wealth Management:- Our website - Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
Will the 2024 presidential election influence the stock market?

Wiser Roundtable Podcast

Play Episode Listen Later Jun 4, 2024 32:39


Will the 2024 Presidential election influence the stock market? On this episode of A Wiser Retirement®, Casey Smith is joined by Andrew Pratt, CFA, CBDA, to talk about how the S&P 500 performs depending on which party is in office and how the market performs with a divided Congress. They also compare stats on how the market performed when Trump and Biden were each in office.Related Podcast:- Ep 169: How the 2024 Election Will Affect Your PortfolioRelated Blog:- How often should you check your investments?Learn More about Wiser Wealth Management:- Our website - Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.- Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!

Wiser Roundtable Podcast
Living in the Moment While Planning for the Future

Wiser Roundtable Podcast

Play Episode Listen Later May 27, 2024 33:17


It's often tricky to find the balance between living in the moment and planning for the future. On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy talk about instant vs delayed gratification, goal-setting tips, and lifestyle perceptions of the wealthy. Podcast Episodes Referenced:- Ep 219: Do you have a wealth preservation plan?- Ep 221: How to Prioritize Financial GoalsYouTube Videos Referenced:- Retirement Planning Tool vs Working with a Financial Planner- Meaningful Ways to Leave a Financial Legacy for Your HeirsBlogs Referenced:- Why You Should Work with a Fiduciary Financial PlannerLearn More about Wiser Wealth Management:- Our website - Schedule a complimentary consultation (learn more about our services)- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more! Connect With Wiser Wealth Management:- YouTube Channel- Facebook- LinkedIn- Instagram- Twitter- Casey Smith's Twitter- Podcast- Blog This podcast was produced by Wiser Wealth Management. Thanks for listening!