Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® discuss how to grow and protect your portfolio. Each principle they talk about is easy for the everyday investor or their advisor to implement. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-...
Jan 03, 2022•33 min•Ep. 87
Casey Smith is joined by Jordan Sute, CPA, from Sute CPAs to talk about the most important things to know about taxes. Taxes can be a dull thing, but you need to find someone who gets excited to learn, grow, and adapt as your CPA. Specialization is also important in finding the right CPA for you. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building ...
Dec 27, 2021•31 min•Ep. 86
Casey Smith is joined by Robert Swarthout to talk about WisdomTree’s new cryptocurrency index. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wis...
Dec 23, 2021•31 min•Ep. 85
Casey Smith is joined by Tom Townsend, realtor with Townsend Realty Group, a KW realty partner, and by Jordan Sute, CPA, from Sute CPAs. They discuss how 1031 exchanges work, and talk through why they are a great option for some people. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for...
Dec 20, 2021•38 min•Ep. 84
Jordan Sute, CPA joins Casey Smith to discuss how business owners can utilize tax deductions. This past year, small business owners have proved to be resilient and creative in the midst of the pandemic. Casey has found that business owners are always very good at their business, but not as good at taking care of themselves. Jordan has seen so many clients that are so good at what they do, but when it comes to the books they have a harder time keeping them clean. Learn More: - About Wiser Wealth ...
Dec 13, 2021•36 min•Ep. 83
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 formed. Every year, there are more companies being formed in America. In light of that, we wanted to go down the list of business classifications and discuss each individually. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve f...
Dec 06, 2021•25 min•Ep. 82
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 off the loss, and then reinvesting it into something else. This technique leverages a circumstance in your portfolio to enhance your tax standing. Just because you sell something doesn’t mean it’s bad. Most advisors don’t even think to do this. Learn More: - About Wiser Wealth Management - Schedule ...
Nov 29, 2021•20 min•Ep. 81
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 small. 46% of households recognize the term bitcoin and there are currently 13,285 crypto assets out there right now. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insi...
Nov 26, 2021•35 min•Ep. 80
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. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Ins...
Nov 22, 2021•32 min•Ep. 79
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 company retirement accounts. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business o...
Nov 15, 2021•30 min•Ep. 78
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? Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! ...
Nov 08, 2021•13 min•Ep. 77
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 Officer for the Wellstar Foundation to talk about the Wellstar Foundation and the Georgia Heart Program. We are also joined by Humphrey Kanga and McGee Spencer to talk about Kenya Connection and their impact globally. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation:...
Nov 01, 2021•42 min•Ep. 76
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 Development Officer at Mount Paran Christian School. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial ...
Oct 26, 2021•21 min•Ep. 75
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 Bitcoin. In the past few months, it has almost doubled, so where is Bitcoin headed? Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy,...
Oct 22, 2021•39 min•Ep. 74
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 community at the same time. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business ...
Oct 20, 2021•25 min•Ep. 73
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. Download our free guide on "3 Ways to Grow and Protect Your Portfolio" . Click here to schedule a consultation with one of our financial planners. Connect With Us: Our Website YouTube Facebook LinkedIn Instagram Twitter Podcast Blog Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you ...
Oct 18, 2021•45 min•Ep. 72
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 unrealistic assumption. There are certain questions you should ask a CPA when interviewing them to make sure they are the best fit for you. Download our free guide on "3 Ways to Grow and Protect Your Portfolio" . Click here to schedule a consultation with one of our financial planners. Connect With ...
Oct 13, 2021•24 min•Ep. 71
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 coming weeks as we take a deep dive into these 10 tax tips. Download our free guide on "3 Ways to Grow and Protect Your Portfolio" . Click here to schedule a consultation with one of our financial planners. Connect With Us: Our Website YouTube Facebook LinkedIn Instagram Twitter Podcast Blog Learn More...
Oct 06, 2021•15 min•Ep. 70
The team recaps our series on retirement and goes over the five steps to achieve financial success in retirement. Download our free guide on "3 Ways to Grow and Protect Your Portfolio" . Click here to schedule a consultation with one of our financial planners. Connect With Us: Our Website YouTube Facebook LinkedIn Instagram Twitter Podcast Blog Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our...
Sep 29, 2021•29 min•Ep. 69
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" . Click here to schedule a consultation with one of our financial planners. Connect With Us: Our Website YouTube Facebook LinkedIn Instagram Twitter Podcast Blog Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides...
Sep 22, 2021•17 min•Ep. 68
The team talks about ways to maximize social security and why it is important to do so. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Reti...
Sep 15, 2021•28 min•Ep. 67
The team talks about entering retirement debt-free and ways to get out of debt. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Retirement® ...
Sep 08, 2021•28 min•Ep. 66
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. Help The Persecuted provides practical, physical support as well as spiritual encouragement to persecuted believers throughout the Middle East and North Africa. Last year they helped more than 46,000 people. They are currently working to provide assistance to approximately 1,000 people still inside Afghanistan, and help per...
Sep 03, 2021•22 min•Ep. 65
The team talks about why it is important to maintain investing discipline through retirement. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wise...
Sep 01, 2021•36 min•Ep. 64
The team talks about how much cash reserves retirees actually need. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Retirement® YouTube Chan...
Aug 25, 2021•14 min•Ep. 63
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 retirement is essentially just that. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for busi...
Aug 18, 2021•20 min•Ep. 62
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 effective strategies. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, ...
Aug 11, 2021•21 min•Ep. 61
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 security, and from which account(s) you should withdraw funds. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a ...
Aug 04, 2021•26 min•Ep. 60
The team talks about retirement planning and what to expect from your portfolio. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Retirement®...
Jul 28, 2021•27 min•Ep. 59
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. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financ...
Jul 21, 2021•27 min•Ep. 58
