A Wiser Retirement®

In recent years, many investors have targeted regular income and low risk by investing in qualitative bonds, such as government bonds and investment-grade corporate bonds. With interest rates at rock…

The team discusses what questions to ask and what research to conduct when choosing a financial advisor.  They examine a recent case of an advisor in Atlanta, GA who is now missing and wanted by the …

How do the Biden and Trump tax plans compare? The team reviews the proposed changes by the Biden camp to the current tax laws passed by Trump in 2017. The team discuss the difference between corporat…

The Wiser team provides a third-quarter 2020 market update, portfolio performance, and the economic outlook for the remainder of the year.

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Attorney Megan Flores joins the podcast today to discuss estate planning.  The team discusses wills, trusts, health care directives, and power of attorney.  Megan is a member of GDCR’s Trust & Estate…

The team speaks with Tom Townsend of Townsend Realty Group about real estate trends in metro Atlanta and other topics like investment property strategies, purchasing a second home, and what to look f…

Randy Hargett of Capstone LTC Advisors joins the podcast today to discuss long-term care insurance. Randy has worked for Capstone for over 18 years, advising individuals on long-term care options. Ca…

The team welcomes attorney Anthony Kirkland to the studio to discuss Medicaid, Medicare, and nursing homes. Anthony has been practicing law for 38 years and focuses on the areas of elder law, estate …

Casey Smith and Brad Lyons discuss digital currencies with Robert Swarthout.  Robert is a serial tech entrepreneur and has a passion for researching and understanding digital currencies. The team dis…

Casey Smith sits down to interview Orrin "Checkmate" Hudson on this week's episode. Orrin is a former Alabama state trooper, Air Force veteran, and world renowned chess champion. He is the author of …

The Wiser team tackles the current state of the market and what is responsible for the drastic differences between the economy and the stock market in today's August Market Commentary episode.

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What is a 401k? Why should I have one? Who is responsible for managing a 401k account? How much can I contribute and what's a Roth 401k? These and many other questions are answered on this week's epi…

College saving and planning is a big part of the financial planning process. Popular options are reviewed: 529 savings plan, Coverdell ESA, and UTMA/UGMA.

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Mary Ansley Southerland joins the Wiser Roundtable podcast to discuss her career as CEO and co-owner of W.D. Little Mortgage. Throughout her years of experience working in the mortgage industry, she …

The Wiser team provides a market update for the second quarter of 2020.  The stimulus package, zero interest rates and unemployment are discussed along with market commentary for the remainder of 202…

This episode looks into the relationship between personal behavior and the portfolio. Investors are not always rational, have limits to their self-control and are influenced by their own biases. The …

Statistically, most families are not prepared for a personal recession. On this podcast episode, the Wiser Roundtable team discusses five ways to recession-proof your household. These steps include d…

Millions of people are now working from home due to COVID-19. The Wiser team discusses the pros and cons of our new work environments and how working from home is affecting investment portfolios. Rea…

The Wiser team discusses the current state of the market, economy and coronavirus recovery. What can history teach us about how we should respond to today's market volatility?

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How should someone build their investment portfolio in a 401k or 403b retirement savings account? How does this differ from how a portfolio is invested once a person enters retirement? The Wiser team…