A Wiser Retirement®

The team talks about why it is important to maintain investing discipline through retirement. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions. Have questions about your financial plan? Schedule a Complimentary Consultation to discover how w...

The team talks about how much cash reserves retirees actually need. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions. Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve fin...

The team goes over managing cash flows – a major part of retirement planning. Many people aren’t fond of the word ‘budgeting’ because of its inherent connotations, but managing cash flows during retirement is essentially just that. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business o...

The team goes over 5 steps to have financial success in retirement. Each step will be discussed in further detail in the weeks to come, so follow our series for more discussion on these simple yet effective strategies. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make in...

The team analyzes the variables that determine an individual’s withdrawal strategy for retirement. They also answer some commonly asked questions such as: when you should begin collecting social security, and from which account(s) you should withdraw funds. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals...

The team talks about retirement planning and what to expect from your portfolio. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions. Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help yo...

Team Wiser provides Q2 2021 market commentary. They discuss how portfolios performed in Q2 2021, how they have performed historically and how we predict they will perform throughout the rest of 2021. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial de...

Casey Smith is joined by guest, Jordan Sute, CPA from Sute CPAs talk about W-4 tips and opportunities missed on tax returns. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions. Have questions about your financial plan? Schedule a Complimentary...

Casey Smith is joined by Robert Swarthout to talk about all things digital currency. Robert is a serial tech entrepreneur and has a passion for researching and understanding digital currencies. Casey and Robert discuss the new changes to Bitcoin via the Taproot upgrade, Tesla buying Bitcoin, El Salvador and Bitcoin, Central Bank Digital Currency (CBDC), and reaction to Bitcoin trading. Learn More:...

The team talks about the importance of diversification, bias in investing, and 4 ETFs your portfolio needs. Are these ETFs in your portfolio? Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions. Have questions about your financial plan? Schedul...

The team discusses everything you need to know about how to hire the right financial advisor.  Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions. Have questions about your financial plan? Schedule a Complimentary Consultation to discover how...

The team talks about the difficulty of timing the market and whether you should invest at this time. Market volatility can scare investors from taking advantage of some of the best down days in the market. Can anyone really predict the market? Is market timing actually a legit investing strategy? Listen to this podcast to find out! Learn More: Founded in 2001, Wiser Wealth Management is a fee-only...

The team discusses what a CERTIFIED FINANCIAL PLANNER™ is and the process of becoming one. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions. Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we c...

Team Wiser is joined by guest, Tom Townsend. Tom is a part of Townsend Realty Group (https://www.townrg.com/), a Keller Williams Realty Partner. They discuss the current real estate market and whether there is a looming real estate crash. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and bus...

The team discusses the truth about investing in gold. Do you have gold in your investment portfolio? Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions. Have questions about your financial plan? Schedule a Complimentary Consultation to discove...

The team discusses 4 steps to be wealthy. Someone who has money and lives a nice lifestyle, might not actually be wealthy. Being wealthy is the by-product of good financial habits that people create over their lifetime.  Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make...

Orrin "Checkmate" Hudson joins us for a special community spotlight episode. Fundraiser: https://charity.gofundme.com/o/en/campaign/lets-move-forward-together Click here to learn more about Orrin. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed finan...

The team discusses how to retire without a mortgage and the benefits of doing so. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions. Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help y...

The team talks about important financial terms everyone should know. What is your financial literacy level? Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions. Have questions about your financial plan? Schedule a Complimentary Consultation to...

The team provides commentary about inflation and how to protect your portfolio. The cause and effect of inflation has changed over the past 20 years largely due to the rate of adoption of technology. When planning for retirement, it is critical to plan and save with inflation in mind. Download our free guide on "3 Ways to Grow and Protect Your Portfolio" . Click here to schedule a consul...

The team provides Q1 2021 market commentary and performance. The market has rebounded from the lows of the pandemic shutdown. The team reviews the winners and losers and why staying invested in the market was the best decision investors could have made in 2020. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individ...

The team discusses a new trend in investing: custom indexing and what the future of it may be in terms of investing and the stock market. Custom indexing is a new trend in investing where investment and rebalancing decisions are personalized based on an investor's preferences and can be easily adjusted as needs change. The evolution of FinTech or financial technology has made custom indexing...

The team discusses a craze that has taken Wall Street by storm recently. SPACs are special-purpose acquisition companies, essentially shell companies that raise money from investors through stock-market listings. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed...

The team discusses the pros and cons of lump sum investing vs. dollar cost averaging. Which strategy is best for you? Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions. Have questions about your financial plan? Schedule a Complimentary Consul...

ESG (Environmental, Social and Governance) investing refers to a class of investing that is also known as “sustainable investing.” This is an umbrella term for investments that seek positive returns and long-term impact on society, the environment, and the performance of the business.  The team discusses the history of ESG investing, and whether this type of investing is effective or a marketing p...