A Wiser Retirement®
by Wiser Wealth Management
Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management, is joined by either a financial advisor from our firm or by a guest to talk about financial topics such as retirement planning, tax strategy, investing, risk management, or estate planning. We believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!
Copyright: © 2024 Wiser Wealth Management
Episodes
Inflation Protecting your Portfolio
32m · PublishedThe 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.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Q1 2021 Market Commentary
34m · PublishedThe 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.
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What is Custom Indexing?
32m · PublishedThe team discusses a new trend in investing today: 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.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
SPACs: Special Purpose Acquisition Companies
27m · PublishedThe 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.
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Lump Sum or Dollar Cost Averaging?
22m · PublishedThe team discusses the pros and cons of lump sum investing vs. dollar cost averaging. Which strategy is best for you?
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Is ESG investing right for you?
33m · PublishedESG (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, environment and the performance of the business. The team discusses the history of ESG investing, if this type of investing is effective or a marketing ploy.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Building Portfolios with ETFs
34m · PublishedETFs 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.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
What is an Exchange Traded Fund (ETF)?
34m · PublishedThe team explains exchange traded funds and discuss why ETFs are great investment options for the 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.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Should I pay off my mortgage?
24m · PublishedA 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.
Download our free guide on "3 Ways to Grow and Protect Your Portfolio".
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Digital Currencies in a Bull Market
39m · PublishedRobert 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.
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.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
A Wiser Retirement® has 305 episodes in total of non- explicit content. Total playtime is 174:29:50. The language of the podcast is English. This podcast has been added on November 21st 2022. It might contain more episodes than the ones shown here. It was last updated on May 30th, 2024 11:42.
