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 planning strategies to help with tax efficiency and also help increase the probability of success for future retirement goals. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain v...
Dec 15, 2020•21 min•Ep. 27
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 support for individuals in our communities with acute needs, along with support for ongoing community programs while inviting the larger Atlanta community to participate in the work of reconciliation. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we ...
Dec 08, 2020•23 min•Ep. 26
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. 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 mo...
Dec 01, 2020•26 min•Ep. 25
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 Employee Assistance program. He joins the show today to discuss how to handle the stress of a job loss, the pandemic, and election. http://rickbemiscounseling.com/ Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. ...
Nov 18, 2020•31 min•Ep. 24
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, including life insurance. Capstone is endorsed by the Dave Ramsey show and Randy is someone the Wiser team trusts for sound insurance advice for our clients. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access ...
Nov 11, 2020•21 min•Ep. 23
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-bottom levels, investors are seeing very little yield and having a hard time realizing investment goals with this strategy but the need for regular monthly income in retirement hasn’t changed. The team discusses how a strongly diversified portfolio can potentially deliver better results with the rig...
Nov 04, 2020•22 min•Ep. 22
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 FBI. The team provides a checklist of key questions you should ask your financial advisor and provide resources to aid in researching and finding a fiduciary, fee-only advisor. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve fin...
Oct 28, 2020•31 min•Ep. 21
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 corporate tax rates, 401k contributions, capital gains, estate planning and the death tax. 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 lega...
Oct 21, 2020•19 min•Ep. 20
The Wiser team provides a third-quarter 2020 market update, portfolio performance, and the economic outlook for the remainder of the year. 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: Faceb...
Oct 14, 2020•31 min•Ep. 19
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 & Estates and Tax and Business Transactions and Corporate Law practices. With more than a decade of experience, Ms. Flores provides comprehensive legal counsel on tax, estate planning and estate administration matters to individuals and families, as well as privately held businesses. Learn More: - About Wi...
Oct 07, 2020•31 min•Ep. 18
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 for when choosing a realtor. 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 ...
Sep 30, 2020•32 min•Ep. 17
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. Capstone is endorsed by the Dave Ramsey show and Randy is someone the Wiser team trusts for sound long-term care advice for our clients. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides:...
Sep 23, 2020•26 min•Ep. 16
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 planning, probate, and estate administration. 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 adv...
Sep 16, 2020•27 min•Ep. 15
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 discusses the different types of digital assets, how they are similar and different, and tips on purchasing digital currencies. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valua...
Sep 09, 2020•33 min•Ep. 14
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 #1 Amazon best seller, One Move at a Time, How to Win at Chess and Life. He is a captivating speaker/facilitator and is the founder of Be Someone, a Georgia-based nonprofit which provides a youth-focused leadership skills development program on how to win in life using the game of chess. His form...
Sep 02, 2020•25 min•Ep. 13
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. 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 pla...
Aug 27, 2020•21 min•Ep. 12
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 episode. 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 f...
Aug 18, 2020•29 min•Ep. 11
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. 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: - Soc...
Aug 11, 2020•29 min•Ep. 10
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 has become well-known and highly respected in the field. Mary Ansley is also the current President of the Marietta Rotary Club. On today's show, Mary Ansley and Casey discuss current interest rates during a pandemic, refinancing, conforming versus jumbo loans, and reverse mortgages. Learn More: - Abo...
Aug 06, 2020•29 min•Ep. 9
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 2020. 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 finan...
Jul 15, 2020•30 min•Ep. 8
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 team tackles this topic by discussing loss aversion, herd mentality and why having a financial plan (and sticking with it) is crucial to achieving long-term financial goals. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve finan...
Jul 08, 2020•32 min•Ep. 7
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 developing a household budget, eliminating debt, setting up an emergency savings fund, protecting your portfolio, and updating your resume. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Gui...
Jul 01, 2020•19 min•Ep. 6
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. Real estate investment trusts (REITs) are a key consideration when constructing any equity or fixed-income portfolio and have seen changes since the onset of the coronavirus. The team also discusses companies and industries that will benefit from the working-from-home trend. Learn More: - About Wiser We...
Jun 25, 2020•26 min•Ep. 5
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? 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! ...
Jun 17, 2020•27 min•Ep. 4
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 discusses the differences. 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 ...
Jun 16, 2020•26 min•Ep. 3
Financial advisor compensation is complex and sometimes difficult to understand. Three types of financial advice are explored; Fee-only, Fee-based, and investment sales. Do you know how your financial advisor is paid? Learn how to differentiate between the various business models and what questions to ask your advisor. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuabl...
Jun 11, 2020•24 min•Ep. 2
Why should everyone have a financial plan? What should a financial plan include and what are the best questions to ask your advisor? The Wiser Wealth Management team discusses what to look for when you seek financial planning services. 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 ...
Jun 11, 2020•26 min•Ep. 1
