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  • Home
  • Who We Are
    • Our Team
    • Community
    • Frequently Asked Questions
    • Testimonials
    • Reviews
    • Jobs
  • Who We Serve
    • High-Net-Worth Individual
    • Individual Investor
    • Retirement Planning
    • Small Business Owner
    • Young Professional
  • Financial Planning
    • Relationship Visit
    • Portfolio Diagnostic
    • RetireSHIELD® Plan Design
    • Advanced Tax Planning
    • Long-Term Healthcare & Estate Planning
  • Resources
    • Investing & Retirement Guides
    • Media Appearances
    • RetireSHIELD™ TV
    • RetireSHIELD™ Podcast
    • Blog
  • Contact
    • SCHEDULE CALL
  • Get RetireSHIELD™
In this episode of RetireSHIELD™ TV, Casey A. Marx explains that as you near retirement it becomes more difficult to take the ups and downs of a market, not to mention being able to sustain massive losses from a market crash. If people are not prepared or have a plan in place to shield them from market volatility, it really can have life-changing ramifications. Luckily, through your trademarked RetireSHIELD™ plan, you have a solution for your clients to grow their retirement savings while also ensuring they don't take any losses.

The Sledding Analogy In Retirement

In this episode of RetireSHIELD™ TV, Casey A. Marx explains the unfortunate reality that many individuals are gambling with their retirement savings, which can lead to devastating consequences. However, thanks to the 5-Step RetireSHIELD™ program, all of our viewers have access to a solution that can protect their retirement savings.

Deal or No Deal In Retirement

In this episode of RetireSHIELD™ TV, Casey A. Marx explains how many financial "experts" out there are really just guessing how the market will perform and the money they are "guessing" with is their retirement savings they have been building for decades. Casey then explains how his trademarked RetireSHIELD™ Process takes the guessing out of his clients hard earned retirement savings. Casey then closes the show by answer his viewer's questions on air.

Are You Playing The Guessing Game With Your Retirement?

In this episode of RetireSHIELD™ TV, Casey A. Marx explains that like setting up a row of dominos in perfect alignment, the stock market can, at any point, kick them all over and destroy your retirement. Casey then discusses how his trademarked RetireSHIELD™ Process can protect your retirement from market volatility while still providing you with sustainable growth and lastly Casey answers his viewer's questions!

The Domino Theory’s Impact On Your Retirement

In this episode of RetireSHIELD™ TV, Casey A. Marx explains that many Americans park their money in a place where it won't grow, like a rusting car. Though they won't lose money, Casey explains that it would be much better if they parked it in a safe place where they couldn't lose money, but could also get returns of 4% - 8%. Casey then discusses how this is possible through a personalized RetireSHIELD™ Plan and then takes his viewers questions.

The Parked Car Analogy & Your Retirement

In this episode of RetireSHIELD™ TV, Casey A. Marx explains the story of the Noble Soldier and how, like the Noble Soldier, some financial advisors lack the skills, knowledge, or tools to properly guide people towards a secure retirement, Casey then discusses how RetireSHIELD™ is not bound to a select few financial tools, but has access to all of the retirement planning tools necessary for a successful retirement, and lastly Casey answers his viewers retirement questions.

Retirements’ Noble Soldier

In this episode of RetireSHIELD™ TV, Casey A. Marx discusses The Cliff Young Shuffle and how popular or conventional wisdom won’t always get your retirement where it needs to be, he then discusses the parallels between Cliff Young's winning technique and his trademarked RetireSHIELD™ Process, and lastly answers viewer questions live.

The Cliff Young Shuffle

In this episode of RetireSHIELD™ TV, Casey A. Marx describes the difference between Red Money and Green Money as well as their purpose within your retirement, he then shows how his trademarked RetireSHIELD™ plan can protect your retirement from market volatility while still providing sustainable growth, and lastly Casey answers viewer questions.

Retirement’s RED Money & GREEN Money

In this episode of RetireSHIELD™ TV, Casey A. Marx explains exactly what Black Swan Events are in retirement and how they are capable of dismantling your hard earned retirement savings, he then discusses why and how RetireSHIELD™ can protect your retirement from Black Swan events, and then Casey answers his viewer's retirement questions live.

Black Swan Events & Your Retirement

In this episode of RetireSHIELD™ TV, Casey A. Marx walks his viewers through the RetireSHIELD™ Engagement Cycle where he first meets with the clients to understand the own unique needs in the "Relationship Visit," he then looks at their portfolio for threats or gaps at the "Diagnostic Visit" and provides solutions, and lastly Casey provides his clients with their own Personalized RetireSHIELD™ Plan at the "Plan Delivery."

The RetireSHIELD™ Client Engagement Cycle

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Crown Haven Wealth Advisors
11555 N Meridian Street
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Carmel, IN 46032

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Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
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Saturday: Closed
Sunday: Closed

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Crown Haven Wealth Management LLC is a state registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply any level of skill or training. Information presented is for educational purposes only and is not intended as an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.
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