Casey Craft, Financial Advisor with Raymond James

03/10/2026

Can it be done? Can you actually retire at 60 with $150k saved? 🤔

In this case study, we break down the financial situation of Jimmy and Jenny, a couple both 60 years old with $150,000 in their 401(k)s, and explore whether ...

01/27/2026

Looking to get ahead in 2026? Here's 3 of the best things you can do TODAY to win this year.

If you’re wondering how to win with money in 2026, this video breaks it down into a simple, practical framework. I walk through the three financial prioritie...

01/07/2026

For my realtor friends, here's a case study just for you. Are you using the right accounts and structured to give retirement your best shot?

Can We Retire? Even with high income as realtors?In this real-life financial case study, I walk through the numbers for a married Realtor couple in their 50s...

12/23/2025

After receiving tailored financial planning, Daniel gained clear direction for his personal finances. This comprehensive approach to retirement planning and goal setting gave him a solid roadmap to his future. The result was significant confidence building and a reduction in daily stress, knowing exactly where his money is going.

Full video in YouTube channel. Link in bio.

12/23/2025

Many find their 401k options quite limited, restricting potential investing growth. This video highlights how working with a financial advisor can significantly broaden your choices, offering access to a diverse range of opportunities beyond what typical plans provide. Such comprehensive financial planning is crucial for accumulating wealth and ensuring successful retirement planning.

Full video in YouTube channel. Link in bio.

12/22/2025

This video examines common mistakes people make in their retirement planning, often overlooking crucial elements like proper tax planning or a long-term strategy for their retirement savings. Many are saving, but not in a way that truly aligns with their financial aspirations. It emphasizes the value of expert money advice and encourages viewers to work with a trusted financial advisor to optimize their financial future.

Full video in YouTube channel. Link in bio.

12/22/2025

Daniel, a successful digital marketing agency owner, navigates his personal finances with high income, prompting a review of his money management strategies. This video showcases how tailored financial planning can optimize cash flow, particularly through debt elimination by paying down debt, freeing up significant funds annually.

Full video in YouTube channel. Link in bio.

12/21/2025

Daniel, a successful business owner, faces a common challenge where his personal finance approach lacks a clear retirement planning strategy despite his high income. This video explores how tailored financial planning can help high-earners like Daniel align their investing with long-term goals. We also discuss the importance of integrating tax planning to build a robust financial future.

Full video in YouTube channel. Link in bio.

12/21/2025

Tom and Sarah, a couple in their 50s, are navigating their retirement journey and seeking answers about their financial future. This video features a financial advisor breaking down their income and goals, offering insights into effective financial planning. Discover how strategic money management for couples can lead to successful retirement planning and a comfortable future.

Full video in YouTube channel. Link in bio.

12/21/2025

Tom and Sarah learned that coordinating their personal finance elements is key to effective financial planning. They adjusted their portfolio management to align with their specific financial goals. This approach gave them more confidence in their retirement planning without resorting to market speculation or extreme sacrifices.

Full video in YouTube channel. Link in bio.

12/20/2025

This couple is focused on retiring at 62 and has clear retirement goals for their desired lifestyle. We break down their projected retirement expenses and how they plan to manage their retirement income through careful retirement planning. Will they achieve their dream retirement?

Full video in YouTube channel. Link in bio.

12/19/2025

This video examines a couple's current personal finance situation, where their wealth is nearing the millionaire mark with significant home equity and cash. We look into their money management to see if their current good standing guarantees financial success in the long run. What are your thoughts on their financial planning for the future?

Full video in my YouTube channel. Link in bio.