A Wiser Retirement®

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 reti…

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 ef…

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 secu…

The team talks about retirement planning and what to expect from your portfolio.

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- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve…

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.

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Casey Smith is joined by guest, Jordan Sute, CPA from Sute CPAs talk about W-4 tips and opportunities missed on tax returns.

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- About Wiser Wealth Management
- Schedule a Complimentary Consul…

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…

The team talks about the importance of diversification, bias in investing, and 4 ETFs your portfolio needs. Are these ETFs in your portfolio?

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- About Wiser Wealth Management
- Schedule a Com…

The team discusses everything you need to know about how to hire the right financial advisor. 

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- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can he…

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 m…

The team discusses what a CERTIFIED FINANCIAL PLANNER™ is and the process of becoming one.

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- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help y…

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 whethe…

The team discusses the truth about investing in gold. Do you have gold in your investment portfolio?

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- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we …

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 …

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.

Lea…

The team discusses how to retire without a mortgage and the benefits of doing so.

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- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achiev…

The team talks about important financial terms everyone should know. What is your financial literacy level?

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- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover …

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.…

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 m…

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 …