A Wiser Retirement®

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, CF…

It is important to recognize the amount of risk you're willing to take on in order to achieve a diversified portfolio. On this episode, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons…

It is important to include performance benchmarks in your financial portfolio so you can achieve your goals. On this episode of A Wiser Retirement Podcast, we talk about how to include performance be…

Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about if cryptocurrencies belong in an investment portfolio. They talk about some of the main cryptocurrencies, how they are…

Casey Smith and Robert Swarthout talk about Russia and Ukraine, crypto performance, taxes, CBDCs, Bitcoin, and the new Onramp software for advisors. Cryptocurrency has fluctuated in the past month, w…

Casey Smith and Brad Lyons, CFP® talk about which alternative investment may be right for you. They explain what an alternative investment is, the characteristics of limited partnerships, private equ…

Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about why selecting the best small cap ETF is crucial to your portfolio. They talk about the risks of buying inverse ETFs, …

Casey Smith and Matthews Barnett, CFP®, ChFC®, CLU® talk about what ESG investing is, how ESG investing works, and whether it is a scam or if it is actually saving the world.

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Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about what an ETF is, how ETFs operate, and important things to know about ETF tradability. They also walk through how to se…

Once a month, we take a deep dive into all things cryptocurrency. On this episode of A Wiser Retirement Podcast, Casey Smith and Robert Swarthout talk about crypto performance at the end of 2021 and …

Casey Smith and Brad Lyons, CFP® talk about why choosing the right investment fund is crucial. They talk about the differences in the three big asset classes, how to pick an investment, trade volume,…

The team talks about behavioral finance and the impact that your behavior can have on your investment portfolio. They talk about various biases, such as conservatism, overconfidence, herd behavior, a…

Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about Q4 2021 and give an overview of stock market performance. They talk about bonds, treasury inflation-protected securiti…

Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about the difference between active vs passive investing. The debate between these two approaches to investing is nothing ne…

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about the cost of investing. A lot of people don’t want to talk about fees. M…

Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® discuss how to grow and protect your portfolio. Each principle they talk about is easy for the everyday investor or their advisor…

Casey Smith is joined by Jordan Sute, CPA, from Sute CPAs to talk about the most important things to know about taxes. Taxes can be a dull thing, but you need to find someone who gets excited to lear…

Casey Smith is joined by Robert Swarthout to talk about WisdomTree’s new cryptocurrency index. 

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Casey Smith is joined by Tom Townsend, realtor with Townsend Realty Group, a KW realty partner, and by Jordan Sute, CPA, from Sute CPAs. They discuss how 1031 exchanges work, and talk through why the…

Jordan Sute, CPA joins Casey Smith to discuss how business owners can utilize tax deductions. This past year, small business owners have proved to be resilient and creative in the midst of the pandem…