Best Finance Cz Podcasts (2024)

1
How to investigate a fraud 52:52

3h ago52:52

52:52

Bennett and Cas discuss the tools they use to investigate various frauds and scams. Coverage from Protos of an entity fraudulently pretending to be associated with Tether can be found here. Here's a list of tools used in this episode: OpenCorporates Companies House EDGAR FinCEN Crunchbase RECAP PACER The New York Times Wayback Machine BuiltWith Eth…

1
How Second Marriages and Blended Families Impact Estate Planning 35:26

4h 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…

1
Is the backdoor Roth IRA strategy right for you? 32:58

5d 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…

1
Is Venture Capital Good? 1:04:13

8d ago1:04:13

1:04:13

Bennett and Cas are joined by Travis Kimmel to discuss the purpose and role of venture capital. This video was recorded on May 9th, 2024.

1
The State of RIA Crypto Education, ETH ETFs, and the Memecoin Frenzy 35:43

10d 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…

1
What Can and Can't be Included in a Prenup 45:46

12d 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…

1
How do I avoid capital gains tax? 34:56

19d 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…

1
DJT: The official Trump Token? 20:26

21d ago20:26

20:26

Bennett and Cas discuss DJT, which is not Donald Trump's official token, and it seems likely Barron will not even claim this mess that Martin Shkreli embroiled them all in. Protos Reporting on DJT Cas' Op-Ed on Pirate Wires Daniel Kuhn's Article for The Block This video was recorded on June 22nd, 2024.…

1
How to Choose the Right Franchise with Jon Ostenson 34:17

1M 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 …

1
I’ve inherited $200k, what should I do? 30:59

1M 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? -…

1
SWIFT Plans to Launch CBDC, Binance Founder CZ Sentenced, & Ethereum ETF News 39:53

1M 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 …

1
Will the 2024 presidential election influence the stock market? 32:39

1M 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…

1
Justin Sun is Insolvent 15:33

2M ago15:33

15:33

Bennett and Cas discuss Justin Sun's empire, and the fact that he does not seem to have enough money. Additional resources: Protos coverage of Poloniex and WBTC Protos coverage of USDD reserves at HTX Protos coverage of TrueUSD market-cap collapse Protos coverage of false Diplomatic Immunity Protos reporting on stUSDT This episode was recorded on M…

1
Is Effective Altruism Evil? (Feat. Vincent Woo) 44:51

2M ago44:51

44:51

Bennett and Cas are joined by Vincent Woo to discuss Effective Altruism and Effective Accelerationism. ⁠Vincent Woo 's video about Honest Charlie⁠ ⁠Vincent's reporting on Lambda School⁠ ⁠Vincent's Twitter⁠ This episode was recorded on May 1st, 2024.

1
Living in the Moment While Planning for the Future 33:17

2M 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…

1
Should you buy a house in 2024? 33:33

2M 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…

1
When should I claim Social Security if I don’t need it? 29:09

2M 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…

1
CZ vs SBF 15:08

2M ago15:08

15:08

Bennett and Cas discuss the sentencing of Changpeng Zhao and what it means for the cryptocurrency industry, along with comparing it to the outcome for cryptocurrency exchange fraud Sam Bankman-Fried. This video was recorded on May 6th, 2024.

1
How to Prioritize Financial Goals 33:56

2M 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…

1
Is Bitcoin more than digital gold? 33:43

2M 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…

1
Do you have a wealth preservation plan? 41:00

3M 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 …

1
Budgeting Tips for Pilots with a Variable Income 37:51

3M 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…

1
What are the best and worst states to retire to? 36:24

3M 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…

1
Regional Banking: It's Over, Bro 27:10

3M ago27:10

27:10

Bennett and Cas discuss the ongoing struggles of regional banking in the United States, and why these issues with the system persist. This video was recorded on March 6th, 2024.

1
What are alternative investments? Should you be invested in them? 53:45

3M 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…

1
Two giant river boys and their missing $1,000,000,000: the Winklevoss Twins (Feat. Ed Zitron) 1:11:26

4M ago1:11:26

1:11:26

Bennett Tomlin and Cas Piancey are joined by Ed Zitron to discuss how Tyler and Cameron Winklevoss portray themselves as the regulated alternative, but frequently flout the rules. Additional resources: Ed's newsletter about Gemini Earn Better Offline HTX is probably insolvent This episode was recorded on March 12th, 2024.…

1
Happy Financial Literacy Month! 44:34

4M 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…

1
What is disability insurance and do I need it? 45:10

4M 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…

1
How do I terminate a relationship with my financial advisor? 30:57

4M ago30:57

30:57

On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to talk about how to terminate a relationship with your financial advisor. They discuss common reasons people part ways with financial advisors, understanding any terms related to termination, tips for communicating the decision to your advisor, and how to m…

1
YUM YUM MONEY TIME: Deltec Bank moved customer funds from FTX to Alameda Research 26:18

4M ago26:18

26:18

Bennett and Cas discuss a class action lawsuit against Deltec Bank and Trust in the Bahamas that alleges that it was instrumental in moving customer funds from FTX to Alameda Research. Coverage of the lawsuit the lawsuit Farmington State response Coindesk coverage of Alameda Research insolvency Affidavit in support of MUFG seizure This episode was …

1
Medical Costs During Retirement and Preparing for the Unexpected 40:50

4M ago40:50

40:50

On this episode of A Wiser Retirement™, Casey Smith is joined by Logan Steele from Steele Choice Insurance to talk about medical costs during retirement and preparing for the unexpected. They go over Medicare, long-term care, healthcare costs, Medigap, and traveling overseas for medical procedures. Related Podcasts: - Ep 179: Long-Term Care Insuran…

1
Crypto and Technology Update 33:47

4M ago33:47

33:47

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, to talk about their concerns over AI platforms like ChatGPT and Google's Gemini, the ongoing bankruptcy proceedings for FTX, the potential for Ethereum to receive an ETF, as well as the potential implications of Bitcoin reaching a million dollars. Podcast Epi…

1
How can I set my child up for financial success? 45:44

5M ago45:44

45:44

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, Senior Financial Advisor, and Michaela Dowdy, Financial Planning Associate, to talk about strategies for educating your children on money management, credit, investing, and saving to pave the way for their financial success. Podcast Episodes Referenc…

1
Binanace and Changpeng Zhao Indicted: End of an Era 29:31

5M ago29:31

29:31

Bennett and Cas discuss the indictment of Changpeng Zhao and the Deferred Prosecution Agreement for Binance. Read coverage of charges here. This episode was recorded on February 10th, 2024.

1
Alimony vs Child Support: What are the differences? 53:40

5M ago53:40

53:40

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® are joined by guest, Leslie O'Neal, Family Law Attorney. They talk about the differences between alimony and child support, the factors that determine alimony, different types of alimony, and why alimony is not as common anymore. Podcast Episodes Referenced: -…

1
Read, Write, Owned: Broken Web3 Promises (Feat. Molly White) 59:38

5M ago59:38

59:38

Bennett Tomlin and Cas Piancey are joined by Molly White to discuss Andreessen Horowitz GP Chris Dixon's new book: Read, Write, Own. Read Molly's review of Dixon's book here and check out her archival cryptocurrency news site here. Read Protos' article about how a16z gamed the NYT Bestseller List here. Read Motherboard's article about how many copi…

1
How Direct Indexing Benefits High Net Worth Individuals 32:26

5M ago32:26

32:26

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Andrew Pratt to talk about what direct indexing is, the pros and cons, and how it benefits high-net-worth individuals. Listen to this episode to see if Direct Indexing is the right strategy for you! Podcast Episodes Referenced: - Ep 175: Passing Down Generational Wealth - Ep 1…

1
What are the biggest struggles of a small business owner? 53:10

5M ago53:10

53:10

On this episode of A Wiser Retirement™ Podcast, we talk about common struggles that small business owners face. Listen to this episode with Casey Smith who is joined by Marty Paradise, from Paradise Business Coaching. Podcast Episodes Referenced: - Ep 176: Tips to Grow and Scale Your Small Business with Marty Paradise - Ep 138: Making Your Business…

1
Tether: The $100,000,000,000 Problem in Crypto 42:40

5M ago42:40

42:40

Bennett Tomlin and Cas Piancey discuss the history and present of Tether, the most important firm in all of cryptocurrency. This video was recorded on February 4th, 2024.

1
Bitcoin ETF Launch Update, SEC's X Account Hacked, & Greyscale's Outflow 40:52

5M ago40:52

40:52

On this special crypto 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 the Bitcoin ETF launch, the SEC's X account getting hacked, VanEck delisting their ETF, Greyscale outflow, and Bitwise. Podcast Episodes Referenced: - Ep 197: Will fin…

1
Financial Concerns that are Unlikely to Happen 48:46

6M ago48:46

48:46

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Andrew Pratt, CFA to talk about financial concerns that are unlikely to happen. They bring up various political, financial, and market-related predictions and concerns that never materialized. They also highlight the necessity of having a robust …

1
From Flight School to Financial Freedom: Building Wealth in the Aviation Industry 47:13

6M ago47:13

47:13

On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Evan Bogan, Airline Captain to talk about how the aviation industry has changed over the years. They exchange stories, talk about the change in pilot salaries, the state of the aviation industry, and how pilots can be wise with their money. Click here to download a FREE 401k a…

1
How to Create a Realistic Travel Budget with Amy Rambo 43:04

6M ago43:04

43:04

On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Amy Rambo, Travel Advisor with Blue Pineapple Travel. Discover how to create unforgettable family memories without breaking the bank, as they talk about budgeting for travel and the advantages of working with a travel advisor. They also discuss the best seasons for travel, ali…

1
Bitcoin Halving and the Upcoming Bull Run 43:03

6M ago43:03

43:03

On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, to talk about bitcoin halving, the upcoming bull run, the Bitcoin ETF, and regulatory issues. Podcast Episodes Referenced: - Ep 197: Will financial advisors be using Bitcoin ETFs soon? - Ep 172: Cry…

1
2023 Market Recap and 2024 Market Predictions 38:26

6M ago38:26

38:26

On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Andrew Pratt, CFA, and Missie Beach, CFP®, CDFA®, to discuss the potential impact of the 2024 election on the stock market. They give a 2023 market recap and their 2024 market predictions. They also discuss various market influences, including political manipulation, tax chang…

1
Setting and Achieving Financial Goals in the New Year 40:29

7M ago40:29

40:29

On this episode of A Wiser Retirement Podcast™, Casey Smith and Missie Beach, CFP®, CDFA® discuss setting and achieving financial goals in the new year. They talk about the art of creating objectives that are specific, measurable, achievable, relevant, and time-bound. It's not just about setting goals; it's about choosing to chase them with a passi…

1
Talking Artificial Intelligence w/ AI for Humans hosts Gavin Purcell + Kevin Perreira 28:31

7M ago28:31

28:31

Welcome to a CPR Show special! This is a conversation I had on the AI for Humans podcast hosted by Gavin Purcell and Kevin Pereira - two amazing AI enthusiasts and very entertaining guys. We discuss the risk AI poses - espcially in politics - and how we're using AI in our daily lives. I think you'll enjoy this one. And if you want more of Gavin and…

1
What to Do When Your Crazy Uncle Wants to Talk Economics Over the Holidays 31:35

7M ago31:35

31:35

Ever wondered how the economic climate might be shaping your finances and investments? On this episode of A Wiser Retirement™ podcast, Casey Smith and Missie Beach, CFP®, CDFA® talk about the Fed target rate, consumer price index, US GDP, housing, employment rates, and interest rates. They also go over the impact of economic indicators on various s…

1
Former Hedge Fund Manager Patrick Boyle Talks YouTube Success, Running a Hedge Fund, the Meme Economy, Ray Dalio + Elon Musk 1:18:13

7M ago1:18:13

1:18:13

In today's convo with professor, former hedge fund manager, and YouTuber, Patrick Boyle, we talk about how Patrick got his professional start + ended up running his own hedge fund. I ask if investing is harder now than it was 20 years ago and if Ray Dalio lucky or smart. Plus, how he's found success on YouTube and thoughts on Elon Musk. I hope you …

1
It’s Crazy to let Sullivan & Cromwell Oversee the FTX Bankruptcy 21:45

7M ago21:45

21:45

The FTX bankruptcy is shaping up to be one of the most expensive of all time. And at the helm of that ship are John Ray III and Sullivan & Cromwell... a lawfirm that has vociferously argued that they really didn't have all that much to do with FTX during it's heyday but... are they lying? @carlypreilly on Twitter #crypto #cryptocurrency #FTX #FTXba…

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Finance Cz Podcasts

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