"Your Money Matters" with Presley Wealth Management

"Your Money Matters" with Presley Wealth Management

Christy Smith is the founder and CEO of Presley Wealth Management. She helps clients plan for retirement, specializing in retirement income strategies, asset preservation, tax planning, and legacy planning. Christy guides individuals and families to achieve financial confidence and stability throughout retirement. Join Christy Smith and Matt Kennedy of Presley Wealth Management as they talk retirement in Louisiana on the weekly retirement program, "Your Money Matters." Insurance products are offered by The Presley Group. Presley Wealth Management, LLC is an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by The Presley Group are not subject to Investment Adviser requirements. AEWM and The Presley Group are not affiliated companies. Your Money Matters with Presley Wealth Management is a paid placement. 4952953-11/25.

Episodes

December 8, 2025 47 mins
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
On this week's "Your Money Matters", Christy & Matt talk about tackling one of the most confusing and critical aspects of retirement planning - Medicare. They discuss the complexity of Medicare, Part A, Part B, Part C, Part D, and Medigap policies.

Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
In this episode of "Your Money Matters" with Christy Smith and Matt Kennedy they talk about Roth Conversions. Roth conversions move retirement savings from a tax-deferred to a tax-free account, offering growth, tax advantages, and no required minimum distributions. Strategic, multi-year conversions help retirees optimize tax outcomes and avoid costly mistakes, but careful planning with a professional is essential to maximize benefi...
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Find out more at https://presleywealth.com/


Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played
Christy Smith & Matt Kennedy talk about all things retirement. For more information about Christy Smith and her company, go to Presleywealthmanagement.com
Mark as Played

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