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