A Wiser Retirement®

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...

ETFs are an efficient and versatile way to build portfolios. The team discusses a few examples of approaches to ETFs that include tactical allocations, core-satellite strategies, sector rotation and smart beta funds. 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 info...

The team explains exchange-traded funds and discusses why ETFs are great investment options for long-term investor. They also talk about the key advantages of ETFs when compared to mutual funds and why you should know and understand what kinds of ETFs you own. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individu...

A common question asked by many of our clients is, “Should I pay off my mortgage?” If you are retiring in a few months and have a $150,000 balance on your primary home, do you use your retirement funds to pay off the balance of your home, or do you keep paying the mortgage payment during retirement? There are various circumstances like age and personal finances that influence the appropriate respo...

Robert Swarthout joins Casey Smith to discuss digital assets and cryptocurrencies in a bull market. Robert is a serial tech entrepreneur and has a passion for researching and understanding digital currencies.  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 fi...

Today's episode centers on the recent investment mania surrounding GameStop.  Before jumping in to explain the story to listeners - detailing investment developments, correcting misinformation, and sharing implications - Casey sets the tone well: this story makes him feel like an adult watching the antics of a group of wealthy toddlers! Learn More: Founded in 2001, Wiser Wealth Management is...

Casey Smith is joined today by Brad Lyons, as well as guest Wendy Williams. Wendy is the founder and owner of Williams Educational Consultants, an organization offering assistance with K-12 school placement, college and graduate school admission, and career placement. She joins Casey and Brad to discuss the particular topic of college admissions, explaining the process, exploring financial ramific...

The team discusses dividend investment strategies and how those strategies have changed in recent years as growth stock returns continue to far exceed those of value stocks. 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 ab...

The team explains the history and purpose of Section 230 which is the piece of internet legislation that has given social media companies the ability to censure a sitting President. 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 ques...

The team delves into five topics in the news this week.  Those include a summary of an interesting Wall Street Journal article, COVID relief part two, Bitcoin mania, the Georgia special elections, and market volatility. 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 i...

The team discusses their top fund picks and predictions for the market in 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 decisions. Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you...

The Wiser team discusses four categories you should consider as you prepare for retirement. Those categories include considering what kind of lifestyle you want, managing cash flow, portfolio management and finding a purpose in retirement. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and bu...

The Wiser Wealth Roundtable team provides a book review of The Psychology of Money by Morgan Housel. In the book, Housel shares 19 short stories exploring the strange ways people think about money and teaches you how to make better sense of one of life's most important topics. The team discuss their favorite insights from the book and how Wiser Wealth applies many of the best practices Housel...

2020 has been a year for the record books and one that many may want to forget but never will. As the year winds down, it is important to assess whether or not you are executing some healthy year-end planning strategies to help with tax efficiency and also help increase the probability of success for future retirement goals. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduci...

On this episode of the Wiser Roundtable podcast, Casey T. Smith interviews Christy Carr Betz, the founder of a non-profit organization called Giving Grace. The purpose of Giving Grace is to provide support for individuals in our communities with acute needs, along with support for ongoing community programs while inviting the larger Atlanta community to participate in the work of reconciliation. ...

On this episode of the Wiser Wealth Roundtable podcast the team discusses how the coronavirus vaccine development and the election have driven the market results seen in November. 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 questi...

Rick Bemis joins the podcast today to discuss struggling through a job loss. Rick owns Rick Bemis Counseling Services and previously worked for Delta Airlines as a regional manager for the Delta Employee Assistance program. He joins the show today to discuss how to handle the stress of a job loss, the pandemic, and election. http://rickbemiscounseling.com/ Learn More: Founded in 2001, Wiser Wealth...