158 episodes

Broadcasting on Indianapolis Radio and On-Demand on your Favorite Podcast Platform, Crown Haven Wealth Advisors Present: The RetireSHIELD™ Podcast with Casey Marx. The RetireSHIELD™ Podcast 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, The RetireSHIELD™ Podcast 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: https://crownhaven.com/contact-us/

The RetireSHIELD™ Podcast with Casey Marx Crown Haven Wealth Advisors

    • Business
    • 5.0 • 3 Ratings

Broadcasting on Indianapolis Radio and On-Demand on your Favorite Podcast Platform, Crown Haven Wealth Advisors Present: The RetireSHIELD™ Podcast with Casey Marx. The RetireSHIELD™ Podcast 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, The RetireSHIELD™ Podcast 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: https://crownhaven.com/contact-us/

    RetireSHIELD™ #157 - Don't Worry Be Happy | Safety First Retirement Plan | Underliving Your Retirement | How Do You Measure Success With Your Money | The Definition Of Insanity

    RetireSHIELD™ #157 - 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:
    Don't Worry Be HappySafety First Retirement PlanUnderliving Your RetirementHow Do You Measure Success With Your MoneyThe Definition Of Insanity

    • 52 min
    RetireSHIELD™ #156 - Red Money Green Money | The Guessing Game | A Plan For Living Not Death | ABC's | Deal or No Deal

    RetireSHIELD™ #156 - 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:
    Red Money Green MoneyThe Guessing GameA Plan For Living Not DeathABC'sDeal or No Deal

    • 52 min
    RetireSHIELD™ #155 - Fake News | Good Isn't Good Enough | Insured Against Losing Time | The Sound of Annual Reset | The 4% Rule Is Dead

    RetireSHIELD™ #155 - 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:
    Fake NewsGood Isn't Good EnoughInsured Against Losing TimeThe Sound of Annual ResetThe 4% Rule Is Dead

    • 52 min
    RetireSHIELD™ #154 - Social Security | Cliff Hanger | The Purpose of Money | Insuring Your Money | Cliff Young

    RetireSHIELD™ #154 - 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:
    Social SecurityCliff HangerThe Purpose of MoneyInsuring Your MoneyCliff Young

    • 52 min
    RetireSHIELD™ #153 - The Domino Theory | The Noble Soldier | The Parked Car | Growth For What Purpose | Insuring Your Risk Of Loss

    RetireSHIELD™ #153 - The Domino Theory | The Noble Soldier | The Parked Car | Growth For What Purpose | Insuring Your Risk Of Loss

    This week on The RetireSHIELD™ Podcast with Casey Marx, he discusses in depth:
    The Domino TheoryThe Noble SoldierThe Parked CarGrowth For What PurposeInsuring Your Risk Of Loss

    • 52 min
    RetireSHIELD™ #152 - Don't Worry Be happy | Safety First Retirement Plan | Underliving Your Retirement | How Do You Measure Success With Your Money | The Definition Of Insanity

    RetireSHIELD™ #152 - 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:
    Don't worry be happySafety first retirement planUnderliving your retirementHow do you measure success with your moneyThe definition of Insanity

    • 52 min

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