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
Community Spotlight: Orrin "Checkmate" Hudson
24m · PublishedCasey 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 formula – using the chess board – teaches that for every move that is made, whether it is playing the game or living as a contributing citizen, there is a corresponding positive or negative consequence.
Learn more about Orrin: www.besomeone.org
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August 2020 Market Commentary
21m · PublishedThe 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.
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Everything 401k
28m · PublishedWhat 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.
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College Savings Tips
28m · PublishedCollege saving and planning is a big part of the financial planning process. Popular options are reviewed: 529 savings plan, Coverdell ESA, and UTMA/UGMA.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
All Things Mortgages with Mary Ansley Southerland
29m · PublishedMary 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.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
2nd Quarter 2020 Market Update
30m · PublishedThe 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.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Your Behavior Could Be Costing You Your Future
31m · PublishedThis 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.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
5 Ways to Recession Proof your Household
18m · PublishedStatistically, most families are not prepared for a personal recession. On this podcast episode, the Wiser Roundtable team discuss 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.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Working from Home and your Portfolio
25m · PublishedMillions 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 coronavirus. The team also discusses companies and industries that will benefit from the working from home trend.
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!
Covid-19 Recovery
27m · PublishedThe 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?
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 303 episodes in total of non- explicit content. Total playtime is 173:23:00. 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 15th, 2024 20:41.
