A Wiser Retirement®

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-mar…

The team discusses the pros and cons of lump sum investing vs. dollar cost averaging. Which strategy is best for you?

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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 …

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 …

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 w…

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 fun…

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 cu…

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 s…

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 pl…

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.

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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.

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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, an…

The team discusses their top fund picks and predictions for the market in 2021.

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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 managem…

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 an…

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…

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 s…

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.

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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 Empl…

Randy Hargett of Capstone Advisors joins the podcast again today to discuss life insurance.  Randy has worked for Capstone for over 18 years, advising individuals on various insurance options, includ…