Medicare is an important part of retirement planning; it often raises a lot of questions.

In this episode, we speak with Steve Mason from Avery

Hall to explore what Medicare is, how it works, and key considerations as you approach eligibility.

This conversation is designed to provide general education and help you feel more informed as you think through your options.Tune in and feel free to share with someone who may find it helpful.

Doug Ferris joins us for a powerful discussion on leadership, mentorship, family influence, and business succession. We explore trust in financial relationships, office culture, retirement purpose, and the legacy we leave behind.

Tristan sits down with local CPA, Ben O’Malley, and discusses the importance of CPA–advisor collaboration and how the CPA industry continues to evolve, plus a brief look at pickleball’s growing role in the community.

Some lessons you don’t learn in a classroom, you learn them around the dinner table.

In this special episode of Clarity Corner, we sit downfor a heartfelt conversation between Hal and his dad, Harold Carmean. They reflect on a lifetime of business decisions, family traditions, and the courage it takes to build something meaningful.

This episode is a reminder that success is rarely a solo journey and family support makes all the difference.

Welcome back! We’re excited to officially launch the revamped Creative Wealth Management podcast, The Clarity Corner. In this intro episode, we share who we are, the purpose of this podcast, and the topics we’ll be discussing

In today's episode, we interview a local real estate broker Ryan Haley from Atlantic Shores Sotheby's International Realty. We learn about what is happening in the real estate market in 2021. 

We discuss: What is bitcoin & cryptocurrency? Should it be viewed as an investment?  And much more...! Creative Wealth Management Disclosure Statement: CWM Advisory, LLC is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, investment strategies, or cryptocurrencies. Investments involve risk and, unless otherwise stated, are not guaranteed. Purchasing cryptocurrencies comes with several risks, including volatile market price swings or flash crashes, market manipulation, and cybersecurity risks. Cryptocurrencies are not covered by either FDIC or SIPC insurance. Cryptocurrency trading requires knowledge of cryptocurrency markets. You should have appropriate knowledge and experience before engaging in substantial cryptocurrency trading. Cryptocurrency trading may not generally be appropriate, particularly with funds drawn from retirement savings, student loans, mortgages, emergency funds, or funds set aside for other purposes. The greater the volatility of a particular cryptocurrency, the greater the likelihood that problems may be encountered in executing a transaction. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. The views and opinions expressed in this video are those of the authors and do not necessarily reflect the official policy or position of any agent of CWM Advisory, LLC. Examples of analysis performed within this video are only examples. They should not be utilized in real-world analytic products as they are based only on very limited and dated open-source information. Assumptions made within the analysis are not reflective of the position of CWM Advisory, LLC.