Melhores podcasts sobre Resolve Asset Management (2024)

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248. 2025 Medicare Changes: What You Need to Know 33:42

1d ago33:42

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…

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ReSolve Riffs with Eric Balchunas on The Hidden Gems of the ETF World You Need to Know! 1:03:52

4d ago1:03:52

1:03:52

In this episode, the ReSolve team is joined by Eric Balchunas to discuss the current state of the ETF industry, the rise of active ETFs, and the impact of Bitcoin and crypto on the market. Eric shares his insights on the 'hot sauce' approach to investing, the role of psychology in investment decisions, and the future of the ETF market. Topics Discu…

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247. Why It’s Crucial to Separate Your Business and Personal Assets 36:40

8d ago36:40

36:40

When running a business, it's essential to maintain a clear distinction between business and personal assets. This separation is vital for liability protection, tax purposes, and enhancing professionalism. Tune in to this episode of A Wiser Retirement® Podcast as we discuss why it's important and how to implement it effectively. Book Links: - The E…

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Surviving a World on Fire: Lessons from History and the Future with Viktor Shvets 1:51:49

11d ago1:51:49

1:51:49

In this episode, the ReSolve team engages in a thought-provoking discussion with Viktor Shvets, a renowned global strategist and author. They delve into the complexities of the current global economic landscape, exploring topics like societal polarization, monetary policy, and the role of demographics in shaping the future. Topics Discussed • A dee…

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Divorce Lawyer vs Mediator For Divorce: Differences Between Mediation vs Litigation Explained 8:13

13d ago8:13

8:13

What if you could navigate your divorce with reduced stress and greater control? In this episode, Scott Levin, Chief Peacekeeper and family law attorney, collaborates with Tanya Aure, a Certified Divorce Financial Analyst, to examine the significant differences between mediation and litigation in divorce proceedings. Tanya and I clarify the mediati…

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246. SEC v. Ripple Lawsuit Resolved, BTC ETFs, and the Election 28:41

13d ago28:41

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 …

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245. Strategies for Early Retirement and Long-Term Security 26:41

15d ago26:41

26:41

Achieving early retirement and long-term financial security requires a strategic approach that includes saving aggressively, living below your means, and creating multiple income streams. Join us on this episode of A Wiser Retirement® Podcast as we talk about different strategies for early retirement and long-term security. Along with financial tac…

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Financial Clarity in Divorce with Expertise from Tanya Aure 6:33

20d ago6:33

6:33

Ever wondered how to ensure your financial future is secure during a divorce? Join us for an enlightening conversation with Scott Levin, a family law attorney specializing in divorce mediation, and Tanya Aure, a Certified Divorce Financial Analyst (CDFA) from Southern California. Scott and Tanya unpack the critical role a CDFA plays in navigating t…

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244. Financial Steps to Take After the Loss of a Loved One 24:21

22d ago24:21

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 potent…

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Embracing Conscious Uncoupling in Divorce with Coach Dympna McAloon 12:19

25d ago12:19

12:19

Can you truly find peace and empowerment amid the chaos of divorce? Discover the transformative power of conscious uncoupling with Dympna McAloon, a coach who turned a personal crisis into a guiding light for others. During this heartfelt conversation, Dympna shares her journey through the emotional labyrinth of separation and the peace she found i…

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243. Investment Strategy in an Election Year: Is a Market Correction Coming? 44:14

29d ago44:14

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 ca…

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242. Financial Tips for Women to Secure Their Future 28:52

1M ago28:52

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-…

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241. The Heart and History of Wiser Wealth Management with President, Casey Smith 53:03

1M ago53:03

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 p…

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240. The Benefits of Diversified Income Streams 36:00

2M ago36:00

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 busi…

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239. How can I reduce my current taxable income? 33:04

2M ago33:04

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 ris…

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238. Is Instant Gratification Ruining Your Financial Goals? 36:13

2M ago36:13

36:13

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…

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237. Estate Planning for Crypto Assets 34:45

2M ago34:45

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 Fou…

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236. Be Your Own Bank with Life Insurance - Is this legit? 40:07

2M ago40:07

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…

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235. Investing in Index Funds: Benefits and Strategies 39:40

3M ago39:40

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 Hig…

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234. Pilots, Maximize Your 401(k) Contributions! 46:32

3M ago46:32

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 min…

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Ben Reeves: From Bridgewater to Wealthsimple: Institutional investing Through a Robo Advisor 51:48

3M ago51:48

51:48

In this episode, the ReSolve team chats with Ben Reeves, a seasoned financial professional with a wealth of experience in portfolio construction and investment strategies. Ben shares his journey from working at Bridgewater to facing a health crisis, and eventually joining Wealthsimple. The conversation delves into the intricacies of allocation rese…

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233. How Second Marriages and Blended Families Impact Estate Planning 35:26

3M ago35:26

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…

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232. Is the backdoor Roth IRA strategy right for you? 32:58

3M ago32:58

32:58

High-income earners, are you looking for a way to maximize your retirement savings even if you exceed the income limits for a Roth IRA? On this episode of A Wiser Retirement® Podcast, Missie Beach, CFP®, CDFA® and Shawna Theriault, CFP®, CPA, CDFA® walk you through backdoor Roth IRAs, how to execute it step-by-step, and why early career planning is…

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231. The State of RIA Crypto Education, ETH ETFs, and the Memecoin Frenzy 35:43

3M ago35:43

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: S…

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230. What Can and Can't be Included in a Prenup 45:46

4M ago45:46

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 co…

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229. How do I avoid capital gains tax? 34:56

4M ago34:56

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 an…

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228. How to Choose the Right Franchise with Jon Ostenson 34:17

4M ago34:17

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 …

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227. I’ve inherited $200k, what should I do? 30:59

4M ago30:59

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? -…

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Alfonso Peccatiello: Unveiling the Macro Endgame: The Wealth Illusion Paradigm 54:10

4M ago54:10

54:10

In this episode, Alfonso Peccatiello, a renowned macro investor, joins the ReSolve team to delve into the macro end game, the impact of leverage on the financial system, and the potential paths forward. They also discuss the role of politicians in managing fiscal interventions and the increasing volatility in the macro environment. Topics Discussed…

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226. SWIFT Plans to Launch CBDC, Binance Founder CZ Sentenced, & Ethereum ETF News 39:53

4M ago39:53

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 …

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225. Will the 2024 presidential election influence the stock market? 32:39

4M ago32:39

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…

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Navigating Market Volatility: Mastering Managed Futures and Carry Strategies 1:18:55

5M ago1:18:55

1:18:55

In this episode, ReSolve team members Adam Butler and Rodrigo Gordillo discuss the concept of market volatility and its implications for investment strategies. They delve into the intricacies of Carry strategies, their impact on portfolio returns, and how to navigate market volatility effectively. Topics Discussed • The concept of Carry in the inve…

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224. Living in the Moment While Planning for the Future 33:17

5M ago33:17

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 hav…

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Roger King: Building a Franchise Empire: The Story of Supplement King 1:01:13

5M ago1:01:13

1:01:13

In this episode, we have an engaging conversation with Roger King, the mastermind behind the successful Supplement King franchise. Roger shares his journey from starting as a local supplement provider to becoming a renowned name in the industry. He discusses his business strategies, the importance of understanding the market, and the challenges he …

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223. Should you buy a house in 2024? 33:33

5M ago33:33

33:33

Is 2024 a good time to purchase a new home? On this episode of A Wiser Retirement™, Casey Smith is joined by realtor, Tom Townsend from Townsend Realty Group. They talk about what's going on in the housing market, what to know about buying a house in 2024, interest rates, upcoming changes to realtor commissions, and investing in a second home. Podc…

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Value Investing is BACK - with Tobias Carlisle 1:08:51

5M ago1:08:51

1:08:51

In this episode, we delve into the world of value investing with Tobias Carlisle, the founder of The Acquirer's Multiple and author of the book 'The Acquirer's Multiple'. From his journey from a lawyer in Australia to a value funds manager in California, to his unique approach towards value investing, this conversation is a treasure trove of insigh…

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Managing Mortgage Challenges in Divorce with Expert Sam Mehta from Blue Fire Mortgage Group 12:16

5M ago12:16

12:16

Untangling the financial knots of a divorce can be daunting, especially when a mortgage is involved. That's why we brought in Sam Mehta from Blue Fire Mortgage Group, a true home loan expert and lifer in the business. We discuss the intersection of home loans and divorce and cover the issues most commonly asked about. Learn how couples can both rem…

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222. When should I claim Social Security if I don’t need it? 29:09

5M ago29:09

29:09

When should I claim Social Security if I don't need it? On this episode of A Wiser Retirement™, Casey Smith and Missie Beach, CFP®, CDFA® talk about the best age to claim Social Security, different strategies for claiming it, and the optimal time to take it if you don't necessarily need it. Related Podcast Episodes: - Ep 109: Common Social Security…

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221. How to Prioritize Financial Goals 33:56

5M ago33:56

33:56

On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy discuss how to prioritize financial goals. They encourage people to set SMART goals, explain leading and lagging indicators, and how to focus on daily priorities. Related Podcast Episodes: - Ep 200: Setting and Achieving Financial Goals in the New Yea…

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E1: Enter the New World of Return Stacking - Inaugural Episode! 1:14:05

6M ago1:14:05

1:14:05

In today’s ReSolve Riffs we’re taking the opportunity to introduce the inaugural episode of a brand new podcast channel called the Get Stacked Investment Podcast. In this series, we dive deep into the world of Return Stacking, exploring the latest projects, content, and insights from the www.returnstacked.com website. Co-hosted by Corey Hosteen, CI…

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220. Is Bitcoin more than digital gold? 33:43

6M ago33:43

33:43

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 talk about whether Bitcoin is more than digital gold, give an update on the SEC vs Ripple case, explain Bitcoin halving, and mention that the IRS issued a draft for the new 1099-DA. Related Pod…

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219. Do you have a wealth preservation plan? 41:00

6M ago41:00

41:00

On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to discuss wealth preservation plans and various asset protection strategies. Wealth preservation is more than just preparing for retirement; it involves a strategic approach to safeguarding your assets for future generations while maintaining a comfortable …

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Jared Dillian: The Hidden Dangers in the Global Economy 55:24

6M ago55:24

55:24

In this episode, the ReSolve team is joined by Jared Dillian, the editor of The Daily Dirtnap and author of the book No Worries: How to Live a Stress-Free Financial Life. They delve into a variety of topics, including the power of diversification, the importance of understanding financial stress, and the current state of global financial markets. T…

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218. Budgeting Tips for Pilots with a Variable Income 37:51

6M ago37:51

37:51

On this episode of A Wiser Retirement™, Casey Smith is joined by guests, Justin and Jennifer Place. Justin and Jennifer are both Pilots at a major airline. They discuss what it was like starting at regional airlines and how to make it to the majors, different career paths for pilots, variable income budgeting tips, emergency funds, airline 401k pla…

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Andy Constan: Are You Ready for Act 3? This is Mission Control: Ready for Takeoff! 1:18:25

6M ago1:18:25

1:18:25

In this episode, Andy Constan, a veteran Wall Street professional, joins the ReSolve team to discuss the intricacies of the Federal Reserve's interest rate policies, the impact of long-term borrowing rates on the economy, and the role of financial advisors in the investment industry. They delve into a wide array of topics, shedding light on the com…

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217. What are the best and worst states to retire to? 36:24

6M ago36:24

36:24

Have you thought about moving to a new state when you retire? On this episode of A Wiser Retirement™, Casey Smith is joined by Michaela Dowdy to talk about the 5 best and worst states to retire to. The states on the list might surprise you! Podcast Episodes Referenced: - Ep 184: What It’s Like Traveling Full-Time in Retirement with the Retirement T…

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Jeff Weniger-Pension Wars: Why Everything is About to Change and How to Profit 1:10:26

6M ago1:10:26

1:10:26

Introduction In this episode, we are thrilled to have Jeff Weniger, the Chief U.S. Strategist for WisdomTree ETFs, back on the show. Jeff shares his insights on a range of topics, including the 'pension wars' concept, the potential for a domino effect in global equity markets, and the role of financial engineering in shaping investment strategies. …

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216. What are alternative investments? Should you be invested in them? 53:45

6M ago53:45

53:45

On this episode of A Wiser Retirement™, Casey Smith is joined by Andrew Pratt and Robert Swarthout. Andrew is the Investment Manager at Wiser and Robert is the Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They talk about Andrew’s new CBDA designation, crypto volatility, Bitcoin ETF holdings, and alternative investments. Podcast Epis…

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215. Happy Financial Literacy Month! 44:34

7M ago44:34

44:34

Happy Financial Literacy Month! On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Michaela Dowdy to talk about why it's important to be financially literate. At its core, financial literacy empowers and equips individuals with the knowledge and skills needed to make informed financial decisions. How fin…

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214. What is disability insurance and do I need it? 45:10

7M ago45:10

45:10

On this episode of A Wiser Retirement™, Casey Smith is joined by Randy Hargett and Kyle Conroy. Randy is a Long Term Care Specialist at Capstone LTC Advisors and Kyle is a Managing Partner at Disability Insurance Services. They discuss what disability insurance is and how to determine if you need it. Podcast Episodes Referenced: - Ep 212: Medical C…

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