Shows / A Wiser Retirement®
A Wiser Retirement®
Ready to take control of your financial future? A Wiser Retirement® Podcast breaks down the strategies, insights, and real-world lessons you need to build lasting wealth and retire with confidence.Each week, we cut through the noise to simplify complex financial topics, covering everything from smart investing and retirement strategies to practical financial planning you can actually use. You’ll hear real success stories and actionable tips designed to help you make informed decisions at every…
Episodes
A Wiser Retirement®55. 4 ETFs Your Portfolio Needs
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:Founded…
A Wiser Retirement®54. Hiring the Right Financial Advisor
The team discusses everything you need to know about how to hire the right financial advisor. Learn More:Founded in 2001, Wiser Wealth Management is a fee-only…
A Wiser Retirement®53. Invest Now, In this Market?
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…
A Wiser Retirement®52. What is a CERTIFIED FINANCIAL PLANNER™?
The team discusses what a CERTIFIED FINANCIAL PLANNER™ is and the process of becoming one.Learn More:Founded in 2001, Wiser Wealth Management is a fee-only…
A Wiser Retirement®51. Is there a Looming Real Estate Crash?
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…
A Wiser Retirement®50. The Truth About Investing In Gold
The team discusses the truth about investing in gold. Do you have gold in your investment portfolio?Learn More:Founded in 2001, Wiser Wealth Management is a…
A Wiser Retirement®49. 4 Steps to be Wealthy
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…
A Wiser Retirement®48. Community Spotlight: Orrin "Checkmate" Hudson
Orrin "Checkmate" Hudson joins us for a special community spotlight episode. Fundraiser: https://charity.gofundme.com/o/en/campaign/lets-move-forward-together…
A Wiser Retirement®47. How do I retire without a mortgage?
The team discusses how to retire without a mortgage and the benefits of doing so.Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary…
A Wiser Retirement®46. Financial Terms Everyone Should Know
The team talks about important financial terms everyone should know. What is your financial literacy level?Learn More:Founded in 2001, Wiser Wealth Management…
A Wiser Retirement®45. Inflation Protecting your Portfolio
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…
A Wiser Retirement®44. Q1 2021 Market Commentary
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…
A Wiser Retirement®43. What is Custom Indexing?
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…
A Wiser Retirement®42. SPACs: Special Purpose Acquisition Companies
The team discusses a craze that has taken Wall Street by storm recently. SPACs are special-purpose acquisition companies, essentially shell companies that…
A Wiser Retirement®41. Lump Sum or Dollar Cost Averaging?
The team discusses the pros and cons of lump sum investing vs. dollar cost averaging. Which strategy is best for you?Learn More:Founded in 2001, Wiser Wealth…
A Wiser Retirement®40. Is ESG investing right for you?
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…
A Wiser Retirement®39. Building Portfolios with ETFs
ETFs are an efficient and versatile way to build portfolios. The team discusses a few examples of approaches to ETFs that include tactical allocations…
A Wiser Retirement®38. What is an Exchange Traded Fund (ETF)?
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…
A Wiser Retirement®37. Should I pay off my mortgage?
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…
A Wiser Retirement®36. Digital Currencies in a Bull Market
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…
A Wiser Retirement®35. GameStop Mania Explained
Today's episode centers on the recent investment mania surrounding GameStop. Before jumping in to explain the story to listeners - detailing investment…
A Wiser Retirement®34. College Admissions 101: How to Prepare Your Student for College
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…
A Wiser Retirement®33. Dividend Investment Strategies...Dead in this Growth World?
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…
A Wiser Retirement®32. Section 230 & Free Speech
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…
A Wiser Retirement®31. 5 Topics of the Week
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…
A Wiser Retirement®30. Market Picks for 2021
The team discusses their top fund picks and predictions for the market in 2021.Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary…
A Wiser Retirement®29. Are you ready for retirement?
The Wiser team discusses four categories you should consider as you prepare for retirement. Those categories include considering what kind of lifestyle you…
A Wiser Retirement®28. Book Review: The Psychology of Money by Morgan Housel
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…
A Wiser Retirement®27. 2020 Year End Planning Strategies
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…
A Wiser Retirement®26. Community Spotlight - Christy Carr Betz with Giving Grace
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…
A Wiser Retirement®25. November 2020 Market Update
On this episode of the Wiser Wealth Roundtable podcast the team discusses how the coronavirus vaccine development and the election have driven the market…
A Wiser Retirement®24. Special Aviation Edition: Coping with a Job Loss
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…
A Wiser Retirement®23. Life Insurance with Randy Hargett
Randy Hargett of Capstone Advisors joins the podcast again today to discuss life insurance. Randy has worked for Capstone for over 18 years, advising…
A Wiser Retirement®22. Where's the Yield?
In recent years, many investors have targeted regular income and low risk by investing in qualitative bonds, such as government bonds and investment-grade…
A Wiser Retirement®21. Avoid A Financial Advisor Who...
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…
A Wiser Retirement®20. Biden vs Trump Tax Plan
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…
A Wiser Retirement®19. Q3 2020 Market Commentary
The Wiser team provides a third-quarter 2020 market update, portfolio performance, and the economic outlook for the remainder of the year.Learn More:Founded in…
A Wiser Retirement®18. Estate Planning with Megan Flores
Attorney Megan Flores joins the podcast today to discuss estate planning. The team discusses wills, trusts, health care directives, and power of attorney…
A Wiser Retirement®17. Real Estate with Tom Townsend
The team speaks with Tom Townsend of Townsend Realty Group about real estate trends in metro Atlanta and other topics like investment property strategies…
A Wiser Retirement®16. Long-term Care with Randy Hargett
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…
A Wiser Retirement®15. Medicaid & Nursing Homes
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…
A Wiser Retirement®14. Are Digital Currencies Right For You?
Casey Smith and Brad Lyons discuss digital currencies with Robert Swarthout. Robert is a serial tech entrepreneur and has a passion for researching and…
A Wiser Retirement®13. Community Spotlight: Orrin "Checkmate" Hudson
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…
A Wiser Retirement®12. August 2020 Market Commentary
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…
A Wiser Retirement®11. Everything 401k
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…
A Wiser Retirement®10. College Savings Tips
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…
A Wiser Retirement®9. All Things Mortgages with Mary Ansley Southerland
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…
A Wiser Retirement®8. 2nd Quarter 2020 Market Update
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…
A Wiser Retirement®7. Your Behavior Could Be Costing You Your Future
This episode looks into the relationship between personal behavior and the portfolio. Investors are not always rational, have limits to their self-control and…
A Wiser Retirement®6. 5 Ways to Recession Proof your Household
Statistically, most families are not prepared for a personal recession. On this podcast episode, the Wiser Roundtable team discusses five ways to…
A Wiser Retirement®5. Working from Home and your Portfolio
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…
A Wiser Retirement®4. Covid-19 Recovery
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…
A Wiser Retirement®3. How to Build an Investment Portfolio
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…
A Wiser Retirement®2. The Business of Financial Advice
Financial advisor compensation is complex and sometimes difficult to understand. Three types of financial advice are explored; Fee-only, Fee-based, and…
A Wiser Retirement®1. What is Financial Planning?
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…