Crown Haven's Smart Money with Casey Marx: Recent Episodes
Crown Haven's Smart Money
Broadcasting on Indianapolis Radio and On-Demand on your Favorite Podcast Platform, Crown Haven Wealth Advisors Present: Smart Money hosted by Casey Marx. Smart Money covers new and meaningful financial planning topics every week. The focus is on preparing for retirement, nearing retirement, and already retired strategies. Stocks, mutual funds, etfs, annuities, life insurance, estate/legacy planning, and long-term care planning are among the many investment options discussed. Demonstrating a strong dedication and commitment to serving our local community, Crown Haven's Smart Money has continuously aired since 2012 on WIBC, iHeart Radio, and Freedom 95, as well as many nationally syndicated networks, broadcasting proven retirement strategies to millions of Hoosiers and Americans over the past decade.
Your Host Casey Marx is a Retirement Income Certified Professional (RICP) and operates his financial planning practice Crown Haven Wealth Advisors on the fiduciary standard, bound to put their client’s interest first. He has been named “One of America’s Financial Leaders” in Forbes and has been named a top advisor 2011-2022. If you have a question you would like Casey to answer, please visit the contact page at: CrownHaven.com/contact-us
This week on The RetireSHIELD™ Podcast with Casey Marx, he discusses in depth:
- Don't Worry Be Happy
- Safety First Retirement Plan
- Underliving Your Retirement
- How Do You Measure Success With Your Money
- The Definition Of Insanity
This week on The RetireSHIELD™ Podcast with Casey Marx, he discusses in depth:
- Red Money Green Money
- The Guessing Game
- A Plan For Living Not Death
- ABC's
- Deal or No Deal
This week on The RetireSHIELD™ Podcast with Casey Marx, he discusses in depth:
- Fake News
- Good Isn't Good Enough
- Insured Against Losing Time
- The Sound of Annual Reset
- The 4% Rule Is Dead
This week on The RetireSHIELD™ Podcast with Casey Marx, he discusses in depth:
- Social Security
- Cliff Hanger
- The Purpose of Money
- Insuring Your Money
- Cliff Young
This week on The RetireSHIELD™ Podcast with Casey Marx, he discusses in depth:
- Don't worry be happy
- Safety first retirement plan
- Underliving your retirement
- How do you measure success with your money
- The definition of Insanity
Smart Money Radio with Casey Marx - 11.26.22
Through the 5-Step RetireSHIELD® Process, Crown Haven advisors work with you to create a customized – and intentional – financial plan and portfolio that will help you sustain your ideal lifestyle, now and for life.
For more information on the specific services we offer to clients, please visit crownhaven.com!
Smart Money Radio with Casey Marx - 11.21.22
Through the 5-Step RetireSHIELD® Process, Crown Haven advisors work with you to create a customized – and intentional – financial plan and portfolio that will help you sustain your ideal lifestyle, now and for life.
For more information on the specific services we offer to clients, please visit crownhaven.com!
Smart Money Radio with Casey Marx - 11.010.22
Through the 5-Step RetireSHIELD® Process, Crown Haven advisors work with you to create a customized – and intentional – financial plan and portfolio that will help you sustain your ideal lifestyle, now and for life.
For more information on the specific services we offer to clients, please visit crownhaven.com!
Smart Money Radio with Casey Marx - 11.03.22
Through the 5-Step RetireSHIELD® Process, Crown Haven advisors work with you to create a customized – and intentional – financial plan and portfolio that will help you sustain your ideal lifestyle, now and for life.
For more information on the specific services we offer to clients, please visit crownhaven.com!
Smart Money Radio with Casey Marx - 10.27.22
Through the 5-Step RetireSHIELD® Process, Crown Haven advisors work with you to create a customized – and intentional – financial plan and portfolio that will help you sustain your ideal lifestyle, now and for life.
For more information on the specific services we offer to clients, please visit crownhaven.com!
Smart Money Radio with Casey Marx - 10.27.22
Through the 5-Step RetireSHIELD® Process, Crown Haven advisors work with you to create a customized – and intentional – financial plan and portfolio that will help you sustain your ideal lifestyle, now and for life.
For more information on the specific services we offer to clients, please visit crownhaven.com!
Smart Money Radio with Casey Marx - 10.24.22
Through the 5-Step RetireSHIELD® Process, Crown Haven advisors work with you to create a customized – and intentional – financial plan and portfolio that will help you sustain your ideal lifestyle, now and for life.
For more information on the specific services we offer to clients, please visit crownhaven.com!
Smart Money Radio with Casey Marx - 10.24.22
Through the 5-Step RetireSHIELD® Process, Crown Haven advisors work with you to create a customized – and intentional – financial plan and portfolio that will help you sustain your ideal lifestyle, now and for life.
For more information on the specific services we offer to clients, please visit crownhaven.com!
Smart Money Radio with Casey Marx - 10.17.22
Through the 5-Step RetireSHIELD® Process, Crown Haven advisors work with you to create a customized – and intentional – financial plan and portfolio that will help you sustain your ideal lifestyle, now and for life.
For more information on the specific services we offer to clients, please visit crownhaven.com!
Smart Money Radio with Casey Marx - 10.17.22
Through the 5-Step RetireSHIELD® Process, Crown Haven advisors work with you to create a customized – and intentional – financial plan and portfolio that will help you sustain your ideal lifestyle, now and for life.
For more information on the specific services we offer to clients, please visit crownhaven.com!
Smart Money Radio with Casey Marx - 10.10.22
Through the 5-Step RetireSHIELD® Process, Crown Haven advisors work with you to create a customized – and intentional – financial plan and portfolio that will help you sustain your ideal lifestyle, now and for life.
For more information on the specific services we offer to clients, please visit crownhaven.com!
Smart Money Radio with Casey Marx - 10.10.22
Through the 5-Step RetireSHIELD® Process, Crown Haven advisors work with you to create a customized – and intentional – financial plan and portfolio that will help you sustain your ideal lifestyle, now and for life.
For more information on the specific services we offer to clients, please visit crownhaven.com!
Smart Money Radio with Casey Marx - 10.05.22
This week on Smart Money Radio with Casey Marx we talked about:
- How Do You Measure Success
- FIA No Losses
- Purpose of Money
- Guessing Game
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 10.05.22
This week on Smart Money Radio with Casey Marx we talked about:
- How Do You Measure Success
- FIA No Losses
- Purpose of Money
- Guessing Game
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 9.29.22
This week on Smart Money Radio with Casey Marx we talked about:
- Insured Against Losing Time FIA
- Parked Car
- Deal or No Deal
- Growth for What Purpose
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 9.29.22
This week on Smart Money Radio with Casey Marx we talked about:
- Insured Against Losing Time FIA
- Parked Car
- Deal or No Deal
- Growth for What Purpose
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 9.23.22
This week on Smart Money Radio with Casey Marx we talked about:
- No Losses FIA
- A Plan for Living
- Underliving Your Retirement
- Equity Protected Accounts
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 9.23.22
This week on Smart Money Radio with Casey Marx we talked about:
- No Losses FIA
- A Plan for Living
- Underliving Your Retirement
- Equity Protected Accounts
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 8.27.22
This week on Smart Money Radio with Casey Marx we talked about:
-Difficult to Make Up Losses
-Definition of Insanity
-The Domino Theory
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 8.27.22
This week on Smart Money Radio with Casey Marx we talked about:
-Difficult to Make Up Losses
-Definition of Insanity
-The Domino Theory
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 8.18.22
This week on Smart Money Radio with Casey Marx we talked about:
-Definition of Insanity
-Cliff Young Shuffle
-Fake News
-Underliving Your Retirement
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 8.18.22
This week on Smart Money Radio with Casey Marx we talked about:
-Definition of Insanity
-Cliff Young Shuffle
-Fake News
-Underliving Your Retirement
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 8.9.22
This week on Smart Money Radio with Casey Marx we talked about:
-Sledding Analogy
-Guessing Game
-Noble Soldier
-ABCs
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 6.11.22
This week on Smart Money Radio with Casey Marx we talked about:
-Growth for What Purpose
-ABCs
-Cliff Young Shuffle
-How Do You Measure Success
-Purpose of Money
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 6.4.22
This week on Smart Money Radio with Casey Marx we talked about:
-Difficult to Make Up Losses
-Definition of Insanity
-Domino Theory
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 5.28.22
This week on Smart Money Radio with Casey Marx we talked about:
-No Losses
-Annuities
-Guessing Game
-Black Swan
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 5.14.22
This week on Smart Money Radio with Casey Marx we talked about:
-Sledding Analogy
-Guessing Game
-Noble Soldier
-ABCs
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 5.7.22
This week on Smart Money Radio with Casey Marx we talked about:
-Parked Car
-Deal or No Deal
-Black Swan
-Sledding Analogy
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 4.30.22
This week on Smart Money Radio with Casey Marx we talked about:
-Insured Against Losing Time - FIA
-No Losses
-Sledding Analogy
-Purpose of Money
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 4.23.22
This week on Smart Money Radio with Casey Marx we talked about:
-Red Money Green Money
-Propaganda
-Growth for What Purpose
-Difficult to Make Up Losses
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 4.16.22
This week on Smart Money Radio with Casey Marx we talked about:
-How Do You Measure Success
-FIA No Losses
-Purpose of Money
-Guessing Game
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 4.9.22
This week on Smart Money Radio with Casey Marx we talked about:
-Insured Against Losing Time FIA
-Parked Car
-Deal or No Deal
-Growth for What Purpose
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 4.2.22
This week on Smart Money Radio with Casey Marx we talked about:
-No Losses FIA
-A Plan for Living
-Underliving Your Retirement
-Equity Protected Accounts
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 3.26.22
This week on Smart Money Radio with Casey Marx we talked about:
-Red Money Green Money
-The Sledding Analogy
-Fake News
-The Noble Soldier
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 3.19.22
This week on Smart Money Radio with Casey Marx we talked about:
-Growth for What Purpose
-ABCs
-Cliff Young Shuffle
-How Do You Measure Success
-Purpose of Money
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 2.26.22
This week on Smart Money Radio with Casey Marx we talked about:
-Difficult to Make Up Losses
-Definition of Insanity
-Domino Theory
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 2.26.22
This week on Smart Money Radio with Casey Marx we talked about:
-Definition of Insanity
-Cliff Young Shuffle
-Fake News
-Underliving Your Retirement
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 2.19.22
This week on Smart Money Radio with Casey Marx we talked about:
-Sledding Analogy
-Guessing Game
-Noble Soldier
-ABCs
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 2.12.22
This week on Smart Money Radio with Casey Marx we talked about:
-Parked Car
-Deal or No Deal
-Black Swan
-Sledding Analogy
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 2.5.22
This week on Smart Money Radio with Casey Marx we talked about:
-Fixed Index Annuities
-No Losses
-Sledding Analogy
-Purpose of Money
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 1.22.22
This week on Smart Money Radio with Casey Marx we talked about:
-How Do You Measure Success
-No Losses
-Purpose of Money
-Guessing Game
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 1.15.22
This week on Smart Money Radio with Casey Marx we talked about:
-Insured Against Losing Time
-Parked Car
-Deal or No Deal
-Growth for What Purpose
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 1.1.22
This week on Smart Money Radio with Casey Marx we talked about:
-Red Money Green Money
-The Sledding Analogy
-Fake News
-The Noble Soldier
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 12.25.21
This week on Smart Money Radio with Casey Marx we talked about:
-Growth for What Purpose
-ABCs
-Cliff Young Shuffle
-How Do You Measure Success
-Purpose of Money
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 12.18.21
This week on Smart Money Radio with Casey Marx we talked about:
-Difficult to Make Up Losses
-Definition of Insanity
-Domino Theory
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 12.11.21
This week on Smart Money Radio with Casey Marx we talked about:
-No Losses
-Annuities
-Guessing Game
-Black Swan
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 12.4.21
This week on Smart Money Radio with Casey Marx we talked about:
-Definition of Insanity
-Cliff Young Shuffle
-Fake News
-Underliving Your Retirement
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 11.27.21
This week on Smart Money Radio with Casey Marx we talked about:
-Sledding Analogy
-Guessing Game
-Noble Soldier
-ABCs
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 11.20.21
This week on Smart Money Radio with Casey Marx we talked about:
-Parked Car
-Deal or No Deal
-Black Swan
-Sledding Analogy
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 11.13.21
This week on Smart Money Radio with Casey Marx we talked about:
-Insured Against Losing Time - FIA
-No Losses
-Sledding Analogy
-Purpose of Money
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 11.6.21
This week on Smart Money Radio with Casey Marx we talked about:
-Red Money/Green Money
-Propaganda
-Growth for What Purpose
-Difficult to Make Up Losses
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 10.30.21
This week on Smart Money Radio with Casey Marx we talked about:
-How Do You Measure Success
-FIA No Losses
-Purpose of Money
-Guessing Game
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 10.16.21
This week on Smart Money Radio with Casey Marx we talked about:
-No Losses FIA
-A Plan for Living
-Underliving Your Retirement
-Equity Protected Accounts
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 9.25.21
This week on Smart Money Radio with Casey Marx we talked about:
-Red Money Green Money
-The Sledding Analogy
-Fake News
-The Noble Soldier
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 9.25.21
This week on Smart Money Radio with Casey Marx we talked about:
-Difficult to Make Up Losses
-Definition of Insanity
-Domino Theory
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 9.18.21
This week on Smart Money Radio with Casey Marx we talked about:
-No Losses
-QBTG Annuity 1
-Guessing Game
-Black Swan
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 9.11.21
This week on Smart Money Radio with Casey Marx we talked about:
-Definition of Insanity
-Cliff Young Shuffle
-Fake News
-Underliving Your Retirement
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 8.14.21
This week on Smart Money Radio with Casey Marx we talked about:
-Red Money Green Money
-Propaganda
-Growth for What Purpose
-Difficult to Make Up Losses
Click Here to Learn More @ CrownHaven.com
Smart Money Radio with Casey Marx - 8.7.21
This week on Smart Money Radio with Casey Marx we talked about:
- How Do You Measure Success
- FIA No Losses
- Purpose of Money
- Guessing Game
Click Here to Learn More @ CrownHaven.com
This week on Smart Money Radio with Casey Marx we talked about:
- No Losses
- Black Swan Events
- Deal or No Deal
- Parked Car