Casey Smith is joined by guest, Jordan Sute, CPA from Sute CPAs talk about W-4 tips and opportunities missed on tax returns. 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 | Instagra...
Jul 14, 2021•22 min•Ep. 57
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 and Robert discuss the new changes to Bitcoin via the Taproot upgrade, Tesla buying Bitcoin, El Salvador and Bitcoin, Central Bank Digital Currency (CBDC), and reaction to Bitcoin trading. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help y...
Jul 07, 2021•37 min•Ep. 56
The team talks about the importance of diversification, bias in investing, and 4 ETFs your portfolio needs. Are these ETFs in 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: Fa...
Jun 30, 2021•34 min•Ep. 55
The team discusses everything you need to know about how to hire the right financial 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 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...
Jun 23, 2021•35 min•Ep. 54
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 market. Can anyone really predict the market? Is market timing actually a legit investing strategy? Listen to this podcast to find out! Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides:...
Jun 16, 2021•23 min•Ep. 53
The team discusses what a CERTIFIED FINANCIAL PLANNER™ is and the process of becoming one. 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 R...
Jun 09, 2021•23 min•Ep. 52
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 whether there is a looming real estate crash. 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 f...
Jun 02, 2021•36 min•Ep. 51
The team discusses the truth about investing in gold. Do you have gold in your investment 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 -...
May 26, 2021•23 min•Ep. 50
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 over their lifetime. 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,...
May 19, 2021•35 min•Ep. 49
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. 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...
May 12, 2021•24 min•Ep. 48
The team discusses how to retire without a mortgage and the benefits of doing 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 Retirement...
May 05, 2021•30 min•Ep. 47
The team talks about important financial terms everyone should know. What is your financial literacy level? 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 | Tw...
Apr 28, 2021•35 min•Ep. 46
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. When planning for retirement, it is critical to plan and save with inflation in mind. 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 Tw...
Apr 21, 2021•33 min•Ep. 45
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 market was the best decision investors could have made in 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 o...
Apr 14, 2021•34 min•Ep. 44
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 and rebalancing decisions are personalized based on an investor's preferences and can be easily adjusted as needs change. The evolution of FinTech or financial technology has made custom indexing possible. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover h...
Apr 07, 2021•32 min•Ep. 43
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-market listings. 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-d...
Mar 31, 2021•27 min•Ep. 42
The team discusses the pros and cons of lump sum investing vs. dollar cost averaging. Which strategy is best 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 a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | Lin...
Mar 24, 2021•23 min•Ep. 41
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 and long-term impact on society, the environment, and the performance of the business. The team discusses the history of ESG investing, and whether this type of investing is effective or a marketing ploy. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover ho...
Mar 17, 2021•33 min•Ep. 40
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 smart beta 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 financial advisor for business owners, po...
Mar 10, 2021•35 min•Ep. 39
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 why you should know and understand what kinds of ETFs you own. 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...
Mar 03, 2021•34 min•Ep. 38
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 funds to pay off the balance of your home, or do you keep paying the mortgage payment during retirement? There are various circumstances like age and personal finances that influence the appropriate response. Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover h...
Feb 25, 2021•24 min•Ep. 37
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 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 valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divor...
Feb 17, 2021•40 min•Ep. 36
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 sharing implications - Casey sets the tone well: this story makes him feel like an adult watching the antics of a group of wealthy toddlers! Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Gui...
Feb 10, 2021•36 min•Ep. 35
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 placement, college and graduate school admission, and career placement. She joins Casey and Brad to discuss the particular topic of college admissions, explaining the process, exploring financial ramifications, and more! Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultatio...
Feb 03, 2021•37 min•Ep. 34
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. 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! St...
Jan 27, 2021•25 min•Ep. 33
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. 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 ...
Jan 20, 2021•27 min•Ep. 32
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, and 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, ...
Jan 13, 2021•31 min•Ep. 31
The team discusses their top fund picks and predictions for the market in 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 financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Retirement® ...
Jan 06, 2021•30 min•Ep. 30
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 management and finding a purpose in 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 ...
Dec 29, 2020•19 min•Ep. 29
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 and teaches you how to make better sense of one of life's most important topics. The team discuss their favorite insights from the book and how Wiser Wealth applies many of the best practices Housel recommends in our investing decisions. Learn More: - About Wiser Wealth Management - Schedule a Complime...
Dec 22, 2020•24 min•Ep. 28
