Is $700k Enough for Retirement at 62?
W.A. Smith Financial Group
Is $700k Enough for Retirement at 62?
13:59
Elder abuse from his own daughter! See what happens next...
W.A. Smith Financial Group
Elder abuse from his own daughter! See what happens next...
1:00
Ken has Alzheimer's and his daughter is taking advantage of the situation.
W.A. Smith Financial Group
Ken has Alzheimer's and his daughter is taking advantage of the situation.
1:00
His $900k Retirement Plan was NOT Ready for This...
W.A. Smith Financial Group
His $900k Retirement Plan was NOT Ready for This...
12:50
His job is KILLING him. Will $900K last in retirement at age 63?
W.A. Smith Financial Group
His job is KILLING him. Will $900K last in retirement at age 63?
0:53
63 with $900K. Can George retire TODAY in his current situation?
W.A. Smith Financial Group
63 with $900K. Can George retire TODAY in his current situation?
1:00
Will $900k at 63 Last if He Retires TODAY?
W.A. Smith Financial Group
Will $900k at 63 Last if He Retires TODAY?
13:13
Will $1.2M at 65 Last in Retirement? Here's Their Story
W.A. Smith Financial Group
Will $1.2M at 65 Last in Retirement? Here's Their Story
11:26
Retiring at 65 with $2M But REGRETTED 1 Thing!
W.A. Smith Financial Group
Retiring at 65 with $2M But REGRETTED 1 Thing!
11:34
He Retired at 60 with $850k and Regretted It. Here's Why.
W.A. Smith Financial Group
He Retired at 60 with $850k and Regretted It. Here's Why.
12:30
62 with $2.5 Million and They're Using Multiple Advisors
W.A. Smith Financial Group
62 with $2.5 Million and They're Using Multiple Advisors
13:23
The Key to a Successful Retirement
W.A. Smith Financial Group
The Key to a Successful Retirement
4:40
A Strategy to Potentially Pay Less Tax or ZERO Tax in Retirement
W.A. Smith Financial Group
A Strategy to Potentially Pay Less Tax or ZERO Tax in Retirement
4:17
$1.8 Million saved at Age 57. Can They Afford to Retire Like This?
W.A. Smith Financial Group
$1.8 Million saved at Age 57. Can They Afford to Retire Like This?
15:01
Forced to Retire with $900k Saved
W.A. Smith Financial Group
Forced to Retire with $900k Saved
1:00
Forced to Retire with $900K Saved
W.A. Smith Financial Group
Forced to Retire with $900K Saved
0:59
62 with $900k and Forced to Retire: What's Next?
W.A. Smith Financial Group
62 with $900k and Forced to Retire: What's Next?
17:07
Will the 2024 Election Destroy Their Retirement?
W.A. Smith Financial Group
Will the 2024 Election Destroy Their Retirement?
14:36
Could an annuity be right for me in retirement?
W.A. Smith Financial Group
Could an annuity be right for me in retirement?
4:31
2 CRITICAL Numbers That Can Reduce Your Taxes
W.A. Smith Financial Group
2 CRITICAL Numbers That Can Reduce Your Taxes
4:43
Can I Retire Now at 57 with $1.3 Million Savings?
W.A. Smith Financial Group
Can I Retire Now at 57 with $1.3 Million Savings?
5:05
We Rejected A Couple's $700k Retirement Plan
W.A. Smith Financial Group
We Rejected A Couple's $700k Retirement Plan
10:45
Navigating Retirement Mortgage Decisions for a Secure Future
W.A. Smith Financial Group
Navigating Retirement Mortgage Decisions for a Secure Future
10:07
Blue Collar Couple's $1 Million Dream vs Reality Check
W.A. Smith Financial Group
Blue Collar Couple's $1 Million Dream vs Reality Check
8:37
I'm a Widow and Keep Overspending. When Can I Retire?
W.A. Smith Financial Group
I'm a Widow and Keep Overspending. When Can I Retire?
13:27
"5 Expenses I wish I had cut sooner in Retirement"
W.A. Smith Financial Group
"5 Expenses I wish I had cut sooner in Retirement"
13:18
Understanding Risk Capacity
W.A. Smith Financial Group
Understanding Risk Capacity
1:10
How This 1 Tax Trick is Transforming Retirement - Tax Break Ep. 1
W.A. Smith Financial Group
How This 1 Tax Trick is Transforming Retirement - Tax Break Ep. 1
5:28
Revealing the Secrets of Donor Advised Funds
W.A. Smith Financial Group
Revealing the Secrets of Donor Advised Funds
10:21
Understanding your personal situation near retirement could help you in the long-run.
W.A. Smith Financial Group
Understanding your personal situation near retirement could help you in the long-run.
1:00
You need a plan that's built for YOU.
W.A. Smith Financial Group
You need a plan that's built for YOU.
1:00
100K is Far Fetched for Retirement
W.A. Smith Financial Group
100K is Far Fetched for Retirement
1:00
"This Article is a Joke" - You Can't Retire with $100k!
W.A. Smith Financial Group
"This Article is a Joke" - You Can't Retire with $100k!
16:52
Life insurance proceeds as a tax-free source.
W.A. Smith Financial Group
Life insurance proceeds as a tax-free source.
0:54
How can gifting help you pay less in taxes?
W.A. Smith Financial Group
How can gifting help you pay less in taxes?
0:59
The most under-utilized retirement planning tool.
W.A. Smith Financial Group
The most under-utilized retirement planning tool.
0:58
How to Accomplish FIRE (Financial Independence, Retire Early)
W.A. Smith Financial Group
How to Accomplish FIRE (Financial Independence, Retire Early)
1:00
How to Legally Avoid Taxes with Non-Taxable Money
W.A. Smith Financial Group
How to Legally Avoid Taxes with Non-Taxable Money
10:00
Essential Retirement Strategies for Entrepreneurs
W.A. Smith Financial Group
Essential Retirement Strategies for Entrepreneurs
8:51
How Groupthink Influences Investment Decisions
W.A. Smith Financial Group
How Groupthink Influences Investment Decisions
8:06
The retirement planning gap that you're overlooking.
W.A. Smith Financial Group
The retirement planning gap that you're overlooking.
0:55
What They Don't Tell You About Retirement
W.A. Smith Financial Group
What They Don't Tell You About Retirement
7:21
What A Spike in Annuity Sales Means for Retirement
W.A. Smith Financial Group
What A Spike in Annuity Sales Means for Retirement
10:21
Unlock HSA Benefits and Investment Strategies
W.A. Smith Financial Group
Unlock HSA Benefits and Investment Strategies
13:49
Here's the new corporate tax provisions.
W.A. Smith Financial Group
Here's the new corporate tax provisions.
0:59
Are you getting health insurance through the marketplace? #healthcare #healthcarecosts #retirement
W.A. Smith Financial Group
Are you getting health insurance through the marketplace? #healthcare #healthcarecosts #retirement
0:35
Tax Rates are Increasing
W.A. Smith Financial Group
Tax Rates are Increasing
0:58
Your Guide to the 2026 Tax Increase (Tax Cut and Jobs Act Sunset)
W.A. Smith Financial Group
Your Guide to the 2026 Tax Increase (Tax Cut and Jobs Act Sunset)
19:46
This one mistake almost derailed this couple’s retirement plan.
W.A. Smith Financial Group
This one mistake almost derailed this couple’s retirement plan.
1:00
Where people go wrong when retiring #podcast #investmentstrategy #retirementincome
W.A. Smith Financial Group
Where people go wrong when retiring #podcast #investmentstrategy #retirementincome
0:26
The Mentality of Legacy Planning
W.A. Smith Financial Group
The Mentality of Legacy Planning
0:59
I Hate My Job. Can I Retire Comfortably with $750K?
W.A. Smith Financial Group
I Hate My Job. Can I Retire Comfortably with $750K?
11:55
Maximize tax benefits with the first money out rule. #taxes #finances #financialplanning
W.A. Smith Financial Group
Maximize tax benefits with the first money out rule. #taxes #finances #financialplanning
0:40
Managing Inflation and High Interest Rates During Retirement
W.A. Smith Financial Group
Managing Inflation and High Interest Rates During Retirement
5:11
How will upcoming changes to government programs affect your retirement? #retirementplanning
W.A. Smith Financial Group
How will upcoming changes to government programs affect your retirement? #retirementplanning
0:37
Importance of Time Segmentation in Retirement
W.A. Smith Financial Group
Importance of Time Segmentation in Retirement
1:00
This is a major threat to your retirement. Here's how to stay prepared.
W.A. Smith Financial Group
This is a major threat to your retirement. Here's how to stay prepared.
1:00
Rising Healthcare Costs and New Tax Laws Threaten Retirements
W.A. Smith Financial Group
Rising Healthcare Costs and New Tax Laws Threaten Retirements
7:36
Don’t make this mistake when making a Roth Conversion
W.A. Smith Financial Group
Don’t make this mistake when making a Roth Conversion
0:44
3 major risks we face in our markets and how to prepare for them.
W.A. Smith Financial Group
3 major risks we face in our markets and how to prepare for them.
0:59
Use time segmentation in your retirement income plan.
W.A. Smith Financial Group
Use time segmentation in your retirement income plan.
0:55
Protecting Your Nest-Egg During Market Volatility
W.A. Smith Financial Group
Protecting Your Nest-Egg During Market Volatility
7:53
Does Crypto and AI Have a Place in Your Retirement?
W.A. Smith Financial Group
Does Crypto and AI Have a Place in Your Retirement?
1:00
Don't Chase the Shiny Objects in Retirement
W.A. Smith Financial Group
Don't Chase the Shiny Objects in Retirement
0:55
5 Retirement Strategies You Need (Beat the AI and Crypto Hype)
W.A. Smith Financial Group
5 Retirement Strategies You Need (Beat the AI and Crypto Hype)
13:02
3 Common Types of Advisors
W.A. Smith Financial Group
3 Common Types of Advisors
1:00
The Purpose of Fiduciary Advisors
W.A. Smith Financial Group
The Purpose of Fiduciary Advisors
1:00
Downsides of Retiring with Dividends
W.A. Smith Financial Group
Downsides of Retiring with Dividends
1:00
Find the Financial Advisor Right for You
W.A. Smith Financial Group
Find the Financial Advisor Right for You
10:30
Dividend Investing Has Some Ugly Truths.
W.A. Smith Financial Group
Dividend Investing Has Some Ugly Truths.
0:59
How Dividend Stocks HURT Your Retirement
W.A. Smith Financial Group
How Dividend Stocks HURT Your Retirement
6:58
Preserve Your Retirement During Election Year Market Volatility
W.A. Smith Financial Group
Preserve Your Retirement During Election Year Market Volatility
0:55
The 3 Buckets Strategy Explained
W.A. Smith Financial Group
The 3 Buckets Strategy Explained
0:59
Retirement Planning During Stock Market Volatility
W.A. Smith Financial Group
Retirement Planning During Stock Market Volatility
6:17
Change Your Outdated Retirement Plan
W.A. Smith Financial Group
Change Your Outdated Retirement Plan
1:00
Why You Need to Change Your Retirement Plan Now
W.A. Smith Financial Group
Why You Need to Change Your Retirement Plan Now
0:59
Change Your Outdated Retirement Plan Today
W.A. Smith Financial Group
Change Your Outdated Retirement Plan Today
6:44
Retirement Planning: Avoid These Common Mistakes
W.A. Smith Financial Group
Retirement Planning: Avoid These Common Mistakes
1:00
Watch Out: 4 Retirement Pitfalls to Avoid
W.A. Smith Financial Group
Watch Out: 4 Retirement Pitfalls to Avoid
0:56
Top 4 Retirement Planning Mistakes You Need to Know About
W.A. Smith Financial Group
Top 4 Retirement Planning Mistakes You Need to Know About
5:21
Crucial Retirement Planning Step You Can't Skip
W.A. Smith Financial Group
Crucial Retirement Planning Step You Can't Skip
1:00
The Key to a Stress-Free Retirement #retirementplanning
W.A. Smith Financial Group
The Key to a Stress-Free Retirement #retirementplanning
1:00
The Ultimate Guide to Retirement Planning Success
W.A. Smith Financial Group
The Ultimate Guide to Retirement Planning Success
4:38
Here are the Benefits of Roth Conversions #financialadvisor #retirementfund
W.A. Smith Financial Group
Here are the Benefits of Roth Conversions #financialadvisor #retirementfund
1:00
Master Your Retirement Finances Today
W.A. Smith Financial Group
Master Your Retirement Finances Today
8:19
Build A Proven Retirement Budget #retirementfund
W.A. Smith Financial Group
Build A Proven Retirement Budget #retirementfund
1:00
Know These Phases for Income Planning #retirementfund
W.A. Smith Financial Group
Know These Phases for Income Planning #retirementfund
0:58
Look For This Type of Retirement Advisor In 2024
W.A. Smith Financial Group
Look For This Type of Retirement Advisor In 2024
8:09
Drawbacks of Roth Conversions #retirementplanning
W.A. Smith Financial Group
Drawbacks of Roth Conversions #retirementplanning
0:57
The Truth About Roth Conversions for Retirement
W.A. Smith Financial Group
The Truth About Roth Conversions for Retirement
15:12
3 Things Your Advisor Isn't Telling You
W.A. Smith Financial Group
3 Things Your Advisor Isn't Telling You
3:32
3 Mistakes You Can't Afford to Make When Retiring Early
W.A. Smith Financial Group
3 Mistakes You Can't Afford to Make When Retiring Early
7:47
Know how much you’re paying in retirement: The 3 types of fees & where to look for them
W.A. Smith Financial Group
Know how much you’re paying in retirement: The 3 types of fees & where to look for them
1:01
If you don’t know how much you’re paying in fees, check out this video to find out where to look!
W.A. Smith Financial Group
If you don’t know how much you’re paying in fees, check out this video to find out where to look!
1:01
Should you fire your expensive investment advisor? #financialadvisor
W.A. Smith Financial Group
Should you fire your expensive investment advisor? #financialadvisor
0:59
How much are you paying your financial advisor? 3 potential fees explained
W.A. Smith Financial Group
How much are you paying your financial advisor? 3 potential fees explained
8:34
How do financial advisors make money? #financialadvisor #retirementplanning
W.A. Smith Financial Group
How do financial advisors make money? #financialadvisor #retirementplanning
1:00
#retirementstrategy #retirementplanning #retirementtips #incomeplan
W.A. Smith Financial Group
#retirementstrategy #retirementplanning #retirementtips #incomeplan
0:59
👆🏻 Click here for the full video 👆🏻 #investmentadvisor #financialadvisor
W.A. Smith Financial Group
👆🏻 Click here for the full video 👆🏻 #investmentadvisor #financialadvisor
0:58
Did you have any of these misconceptions? #financialadvisor #retirementplanning
W.A. Smith Financial Group
Did you have any of these misconceptions? #financialadvisor #retirementplanning
0:59