A Wiser Retirement®

The team is joined by guests Jordan Sute, CPA from Sute CPAs and Barbara Garner from Cobb Community Foundation to talk about donor advised funds. They go over how state tax credits can also help the community at the same time. 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...

On this special episode of the podcast, Casey Smith and Brad Lyons, CFP® go over how the markets performed in Q3 2021 and give their take on everything. Download our free guide on "3 Ways to Grow and Protect Your Portfolio" . Click here to schedule a consultation with one of our financial planners. Connect With Us: Our Website YouTube Facebook LinkedIn Instagram Twitter Podcast Blog Lear...

When hiring a CPA to prepare your tax returns, it is important to determine if he or she is equipped to service your needs. Many people think a CPA understands all aspects of the IRS code. This is an unrealistic assumption. There are certain questions you should ask a CPA when interviewing them to make sure they are the best fit for you. Download our free guide on "3 Ways to Grow and Protect...

The team is joined by Jordan Sute, CPA from Sute CPAs to kick off our new series on all things tax. They go over 10 important things to know about taxes. Make sure you listen to our podcast in the coming weeks as we take a deep dive into these 10 tax tips. Download our free guide on "3 Ways to Grow and Protect Your Portfolio" . Click here to schedule a consultation with one of our financ...

The team recaps our series on retirement and goes over the five steps to achieve financial success in retirement. Download our free guide on "3 Ways to Grow and Protect Your Portfolio" . Click here to schedule a consultation with one of our financial planners. Connect With Us: Our Website YouTube Facebook LinkedIn Instagram Twitter Podcast Blog Learn More: Founded in 2001, Wiser Wealth M...

The team talks about leveraging your wealth in retirement and the method of Securities Based Lending. Download our free guide on "3 Ways to Grow and Protect Your Portfolio" . Click here to schedule a consultation with one of our financial planners. Connect With Us: Our Website YouTube Facebook LinkedIn Instagram Twitter Podcast Blog Learn More: Founded in 2001, Wiser Wealth Management is...

The team talks about ways to maximize social security and why it is important to do 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...

The team talks about entering retirement debt-free and ways to get out of debt.  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...

Casey Smith interviews Mary O'Brien from Help the Persecuted to talk about their work and impact. They also discuss what's happening in Afghanistan and opportunities to help.  Help The Persecuted provides practical, physical support as well as spiritual encouragement to persecuted believers throughout the Middle East and North Africa. Last year they helped more than 46,000 people. They a...

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...