Smart Money Strategies with Wade Carter: Recent Episodes
Wade Carter
Wade Carter and the team at Smart Money Strategies bring everything you need to know about retirement and income planning in a fast paced format. Each week, Wade discusses the latest developments in the financial world to keep you informed of changes that may affect you personally, while sharing some common sense strategies that will help you make the most out of your retirement savings. We are focused on helping investors preserve and grow their assets, increase their income, and reduce taxes.
Wade Carter was born and raised in Arkansas, where he still resides today. He comes from a household with strong family values. His father taught him to stand up for what he believes in and to always tell the truth, no matter how much it hurts.
For more information or to get your own questions answered, call or text (479) 358-9922
Playing off a retirement confidence survey from EBRI(Employee Benefit Research Institute) we dive into “Financial Feud”. We will see how well our host knows the pulse of retirement concerns for retirees. Were discuss the Red-zone of Retirement planning the 5-10 years before you actually retire.
If you have any questions about your own retirement situation
call Wade Carter 479-358-9922.
Retirement, Retire, Savings, Plan, Planning, 401K, Roth, IRA
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On this week’s show we discuss cash flow and the importance of proper planning. What you need to consider as you move to and through retirement starting with income sources and continuing through life expectancy. Wasting money in retirement can be devastating. We will point out ways retirees are hurting themselves financially so you can avoid the same mistakes.
If you have any questions about retirement planning call Wade Carter 479-358-9922.
Retirement, Retire, Plan, Planning, Save, Saving, Roth, RMD,
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On this week's show we start off by having fun with the old game “Two Truths and a Lie”. We put the retirement planning twist on it. We will also dive into answering retirement related questions that begin with “When”.
If you have any questions about today’s show or your own retirement
call Wade Carter 479-358-9922.
Retirement, Medicare, Roth, Planning, Fund, Savings, IRA, TSP, Diversification, Balance,
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On this week’s show we will hear from the streets. Where are you in your planning process? Annuities just being mentioned sparks a reaction and we will discuss.
If you have any questions call Wade Carter 479-358-9922.
Retirement, Plan, Planning, Annuity, 401K, TSP, Roth, IRA
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On this edition we head to Hollywood for a few movie clips that provide some financial planning advice. Some good and some not so good. Retirement planning myth busting on the show today.
If you have any questions concerning your retirement
call Wade Carter 479-358-9922.
Planning, Retirement, Finances, Financial, Taxes, 401K, IRA, Roth,
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On this edition we take a look at the most frequent questions about financial planning that are typed into search engines. These are the questions you want answers to and we have them. Just because you’re turning 65 doesn’t mean you have to retire and we’ll give you the reasons why.
If you have any questions about your retirement call Wade Carter 479-358-9922.
Retirement, Transition, Planning, Plan, 401K, IRA, Taxes, RMD,
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On this week's show we will go over red flags you need to be aware of, if you’re hearing these from your current advisor look out! Baby Boomers, we talk directly to those turning 65 and things you need to avoid as you near retirement.
If you have any questions call Wade Carter 479-358-9922.
Retire, Retirement, Savings, Plan, Planning, ESG, 401K, IRA, 403B,
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On this week’s show we start with things you can do right now to help your money last through retirement. We shift gears to discuss non-financial retirement questions that need to be answered before you call it quits.
If you have any questions call Wade Carter 479-358-9922.
Retire, Savings, Planning, Roth, 401K, Annuity, Insurance,
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On this week’s show we will talk all things retirement. Strategies that can shape your retirement income will be our first stop. Annuities are selling like hot cakes and we discuss why?
If you have any questions call Wade Carter 479-358-9922.
Retirement, Savings, Pension, 401K, Socialsecurity, Taxes,
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On this week’s show we discuss the mindset needed when moving from accumulation to distribution. Saving more is one key that can help everyone’s retirement so we have some tips to help you add to your accounts.
If you have any questions about your retirement call Wade Carter 479-358-9922.
Retirement, Savings, 401K, Roth, Taxes, Planning,
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On the week’s show we hear from CEO of JP Morgan Chase, Jamie Dimon. We will discuss the current state of the economy and what retirees and those about to be retired should focus on. Jaw dropping stats concerning your golden years will be highlighted on today’s episode.
If you have any questions concerning your own retirement
call Wade Carter 479-358-9922.
Retirement, Planning, Strategy, Spending, Saving, RMD, 401K, Roth, Annuity,
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On this weeks show we have tips to make sure you don’t run out of money in retirement. We will also address the true cost of inflation and how to protect your retirement from it.
If you have any questions call Wad Carter 479-358-9922.
Retire, Retirement, Planning, Savings, Roth, IRA, 401K
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On this week’s show annuities may or may not be a good fit for your retirement portfolio, we dive in on Annuities. Also this week the loss of a spouse and how important it is to avoid some big mistakes.
If you have any questions about what you’re facing with your retirement
call Wade Carter 479-358-9922.
Retirement, Savings, Tax, Taxes, Planning, Annuities,
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On this week’s show we discuss the latest from money management firm Natixis. Natixis surveyed advisors around the country concerning the biggest retirement mistakes people are making. Will you be better off in retirement than your parents or grandparents? We discuss all that and more coming up.
If you have any questions about your retirement situation
call Wade Carter 479-358-9922.
Retirement, Savings, Planning, IRA, 401K, TSP,
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On this week's show New Year resolutions when it comes to your retirement and we’ll do some myth-busting when it comes to planning.
If you have any questions concerning your retirement call Wade Carter 479-358-9922.
Retirement, Planning, Saving, 401K, Insurance, Taxes,
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On this week’s edition we have tips for your retirement in 2023 and beyond. Last but not least, we will discuss things you can do financially that could impact your happiness in retirement.
If you have any questions call Wade Carter 479-358-9922.
Retirement, Savings, Healthcare, 401K, 403B, Roth, IRA,
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On this week’s show we will discuss Retirement Income Replacement Rate. What it is and why it’s important. Do you plan on working in retirement? We have some questions you need to ask yourself.
If you have any questions about today’s show and your retirement situation call Wade Carter 479-358-9922.
Retire, Taxes, Planning, Roth, IRA, Savings,
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On this week’s show we discuss retiring in 2023 and what that may look like. Planning for income in retirement is one key to success, is your plan addressing everything as retirement looms.
If you have any questions about your retirement call Wade Carter 479-358-9922.
Retirement, Savings, Planning, Risk, Taxes, 401K, Roth,
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On this week’s show we go over major obstacles that can prevent that comfortable retirement we are all striving to have. Retirement Roadblocks that will require detours.
If you have any questions call Wade Carter 479-358-9922.
Retirement, Savings, Planning, 401K, IRA, Roth, Taxes,
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On this edition we discuss inflation’s impact on your retirement. Also on this week's show, avoiding big potential mistakes that you can make as you plan for your golden years is vital.
If you have any questions call Wade Carter 479-358-9922.
Retirement, Retire, Plan, Planning, Taxes, Inflation,
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On this week’s edition we discuss that first year of retirement. What you need to prepare for as you begin your retirement. The year is ending and we have money moves to make before 2023.
If you have any questions about your retirement call Wade Carter 479-358-9922.
Retirement, Finance, Taxes, 401K, HSA, Stocks, Bonds,
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On this week’s show we dive into investment strategies for retirement. Last but not least we look at a few tips that can help with financial portfolio stress.
If you have any questions about your retirement situation
call Wade Carter 479-358-9922.
Retire, Plan, Planning, Strategy, Taxes, Budget, Inflation,
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On this week’s show we will discuss potential threats to your retirement.
2022 is being compared to 2008! Keep your retirement on track during a bear market.
Make sure you account for “What if” scenarios and your retirement.
If you have any questions about your retirement call Wade Carter 479-358-9922.
Retirement, Recession, Planning, Bear, Market,
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On this week’s show we discuss getting to retirement on your terms. We have tips that will help you as you close in on retirement. Be on the lookout for these costly mistakes as you plan for retirement. We will talk about how to avoid big errors in your planning.
If you have any questions about your retirement situation
call Wade Carter 479-358-9922.
Retire, Safety, Taxes, Roth, IRA, Planning,
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On this week’s edition how to navigate inflation that is currently at a 40 year high. Taxes are going up. It’s not a question of “if”, but “when”. We all have an idea of the lifestyle we want in retirement, and having a plan to get you there is vital. We have a few steps you can take.
If you have any questions about your retirement scenario
call Wade Carter 479-358-9922.
Retirement, Retire, Inflation, Taxes, Plan, Planning,
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On this week's show we will discuss proven practices that can help you save more as you head towards retirement. Once in retirement the planning doesn’t stop. Planning how you spend your time in retirement is very important and we will talk bucket lists and being financially savvy.
If you have any questions about your retirement call Wade Carter 479-358-9922.
Planning, SecureAct, Saving, Retirement, Inflation, Taxes,
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On this edition we discuss the latest numbers for Transamerica. Little things you can do that will make a big difference in the long run. The game of chess is all about strategy and so is retirement planning, what’s your next move?
If you have any questions call Wade Carter 479-358-9922.
Planning, Strategy, Retirement, Risk, Safety,
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On this edition we discuss the latest survey numbers from Transamerica. Little things you can do that will make a big difference in the long run. The game of chess is all about strategy and so is retirement planning, what’s your next move?
If you have any questions call Wade Carter 479-358-9922.
Planning, Strategy, Retirement, Risk, Safety,
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On this week’s show we answer questions that advisors get every single day when it come to retirement. Long Term Care could be in the cards for some retirees. We will discuss alternatives to long term care insurance that you should be aware of as you plan for retirement. Breaking bad habits can be hard to do, we have some to be aware of when it comes to your retirement planning.
If you have any questions concerning your retirement process
call Wade Carter 479-358-9922.
Retire, Plan, Planning, Taxes, Roth, IRA,
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On this week’s edition we discuss what retirees are most concerned about in this current economic environment. What are retirees and pre retirees stoking their nest eggs with as they head to their golden years?
We will also debunk myths about annuities and you might just find that the right annuity could be a good fit in your retirement plan.
If you have any questions about retirement planning call Wade Carter 479-358-9922.
Retirement, Savings, Planning, Roth, IRA, Annuity,
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Second Consecutive quarter of decline equals a recession. On today’s show we discuss what this means for retirement planning. Planning for retirement for couples that have a significant age difference will be bantered about. If you are in this scenario with your spouse listen up.
If you have any questions concerning your retirement
call Wade Carter 479-358-9922.
Retirement, Recession, Inflation, Annuity, Plan, Planning,
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Retirees are returning to the workforce and it’s being called “The Great Un-resignation”. On this episode we will discuss how to alleviate the current fear concerning the lagging economy. We also have tips to keep your finances in shape to and through retirement.
If you have any questions about your retirement call Wade Carter 479-358-9922.
Retire, Savings, Planning, Portfolio, Taxes, Recession, Inflation,
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On today’s show we will talk about the pillars needed for a comfortable retirement. Inflation is a silent killer when planning for retirement. We discuss what inflation will mean to your planning process. We never want to sabotage our own retirement.
If you have any questions concerning your retirement
call Wade Carter 479-358-9922.
Retirement, Inflation, Planning, Invest, Safety,
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We are all moving toward retirement and on today’s show we discuss financial risks to avoid. Retirees and pre retirees are worried about what a recession will do to their plans. Retiring as a couple checklist will also be on today’s program.
If you have any questions about your retirement
call Wade Carter 479-358-9922.
Retirement, Recession, Savings, Risk,
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On this week’s episode we talk regret. We have a woulda, coulda, shoulda, list you don’t want to miss. Inflation & a possible recession are on everyone’s mind especially those near and in retirement. We discuss steps you can take during uncertain times.
If you have any questions about your retirement call Wade Carter 479-358-9922.
Retirement, Savings, Save, Debt, IRA, 401K,
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On this week’s show we discuss the top changes we see in retirement planning. We also get into common retirement myths that people believe. Stay tuned it's all retirement talk just to make sure you're ready.
If you have any questions about your retirement call Wade Carter 479-358-9922.
Retirement, Planning, Fees, Risk,
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On this episode we discuss the first five years of retirement and some smart money moves to consider. Couples don’t always retire at the same time. If this happens to you what should you be doing with your retirement plan?
If you have any questions about your retirement call Wade Carter 479-358-9922.
Retire, Save, Portfolio, Plan, Planning
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On this week's episode we discuss 5 things you can be doing before you retire to make sure you’re ready for the big milestone. Running out of money in retirement is the number one fire for retirees we go over key mistakes to avoid.
If you have any questions about your retirement situation
call Wade Carter 479-358-9922.
Retirement, Savings, Inflation, Planning, Portfolio, Taxes,
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On this week’s show Inflation is front and center. Ideas for you to fight it, and still retire on time. We will also discuss the various stages of retirement and how to navigate them.
If you have any questions call Wade Carter 479-358-9922.
Retirement, Inflation, Planning,
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Financial education should not stop once you hit retirement. Is your retirement plan ready for uncertainty? Steps you can take to be better prepared for the ups and downs.
If you have any questions about your retirement planning
call Wade Carter 479-358-9922.
Retire, Wealth, Stocks, Market, Inflation, Taxes
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On this week’s show what you can do right now to make sure you’re ready for retirement when that day arrives. The market is volatile, we will discuss areas of retirement planning that need to be addressed.
If you have any questions call Wade Carter 479-358-9922.
Retire, Savings, Stock, Market, 401K, Taxes,
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Tax impact on your nest egg will be front and center on this week’s program. Tax implications for your retirement accounts. Also on this week's show we love a good quote about retirement! We will throw a few at you today.
If you have any questions call Wade Carter 479-358-9922.
Taxes, Planning, Market, Stocks, Bonds, Retire,
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On this week's show, we discuss when is the best time to retire. Couples need to be on the same page when planning for retirement. We also have strategies to help stretch your retirement dollar.
If you have any questions about your retirement call Wade Carter 479-358-9922.
Retire, Planning, Taxes, 401K, IRA
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Retirees are feeling anxious about their retirement as we deal with these uncertain times. On this week’s show we discuss how to stay clam when it comes to your planning. Inflation is being felt across the board.Strategies to weather the storm coming up on today’s program. Frequently asked questions concerning annuities answered on the show this week as well.
If you have any questions about your retirement situation call Wade Carter 479-358-9922.
Retirement, Inflation, Planning, Annuities, Strategy, 401K, IRA, Roth
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On this week's show Wade Carter tackles Inflation and Volatile Markets. If you are preparing for retirement or in retirement these two big concerns. Don't overreact and be ready to adjust. We are also getting back to basics this week when it comes to retirement planning so stay tuned.
If you have any questions concerning your own retirement call Wade Carter 479-358-9922.
Taxes, Retirement, Inflation, Social, Security, 401K,
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Strategies to avoid the pain of inflation in retirement!
On this week's show we discuss the highest inflation in 40 years…and how to potentially avoid the pain in retirement by inflation proofing your golden years.Shifting gears from accumulation of funds to decummulation believe it or not, isn’t easy for a lot of retirees. We talk about planning for your decumulation phase what all that entails. Are you in need of Retirement Plan Checkup? Stay tuned.
If you have any questions about your retirement call Wade Carter 479-358-9922.
Retirement, Plan, Taxes, Inflation, Savings, 401K, IRA
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