A Wiser Retirement®

Jordan Sute, CPA, joins Casey Smith to talk about the tax differences between an S Corp, C Corp, and LLC. In 2009, there were 560,000 new businesses formed. In 2020, there were 804,000 new businesses…

Brad Lyons, CFP®, Investment Manager, and Jordan Sute, CPA join Casey Smith to discuss tax loss harvesting. Tax loss harvesting is looking at a loss in your portfolio, selling it so that you can sell…

Robert Swarthout joins Casey Smith on A Wiser Retirement Podcast to discuss cryptocurrency, digital assets, and blockchain. Bitcoin is growing at a fast rate, but in the finance world, it is still sm…

Casey Smith is joined by Jordan Sute, CPA from Sute CPAs to talk about tax strategies to avoid and how to negotiate with the IRS.

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Casey Smith talks with Jordan Sute, CPA and Matthews Barnett, CFP®, ChFC®, CLU® to discuss maximizing tax savings for employees and business owners. They go over 401(k) plans, Roth IRAs, and other co…

Jordan Sute, CPA from Sute CPA's joins Casey Smith and Brad Lyons, CFP® to discuss tips for moving to lower tax states. What should you do besides change your drivers license?

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We have several guests joining us to continue our discussion about how tax credits can help the community. We are joined by Jordan Sute, CPA from Sute CPAs, and Kathleen Smith, Regional Development O…

Jordan Sute, CPA and Jennifer New are guests on this episode of the Wiser Roundtable Podcast to talk about the Georgia GOAL program and tax credits that help the community. Jennifer is the Chief Deve…

Robert Swarthout joins Casey Smith to talk about new ETF launches. Robert will be joining us once a month to talk about Digital Assets. There has been a lot of positive movement when it comes to Bitc…

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 …

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.

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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…

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 co…

The team recaps our series on retirement and goes over the five steps to achieve financial success in retirement.

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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".

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

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

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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. 

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The team talks about why it is important to maintain investing discipline through retirement.

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The team talks about how much cash reserves retirees actually need.

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