On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® discuss 5 principles of successful investing. These principles should help you succeed in any season of life and through differing economic and political circumstances.

Podcast Episodes Referenced:
- Ep 154: Investing Through Times of Fear
- Ep 121: Designing Your Portfolio to Leave a Lasting Legacy

YouTube Videos Referenced:
- Two Bucket Investing Strategy: Income Strategy vs Total Return
- What is the Number One Rule in Investing?

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

On this episode of A Wiser Retirement™ Podcast, Casey Smith opens the podcast with guest Tom Townsend, real estate agent at Townsend Realty Group. They briefly talk about what's going on in the current real estate market. For the remainder of the episode, Casey is joined by Missie Beach, CFP®, CDFA® to talk about what you should do with your old 401k.

Podcast Episodes Referenced:
- Ep 115: What could happen if you don’t prepare for retirement
- Ep 89: Active vs Passive Investing

YouTube Videos Referenced:
- What's the difference between a 401k, 401a, and 403b?
- ESG Coming to Your 401k Plan

Other links:
Tom Townsend, Townsend Realty Group

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® talk about how to maximize earnings on your cash reserves and cover the basics of ESG investing.

Podcast Episodes Referenced:
- Ep 143: Financial Success is Intentional
- Ep 102: Low Cost, Diversified, Long-term Investing

YouTube Videos Referenced:
- What is the right time to invest in the stock market?
- How to be a Long-Term Investor

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Evan Bogan, airline captain, to talk about how flying a plane can be compared to retirement planning.

Podcast Episodes Referenced:
- Ep 141: What is holistic financial planning?
- Ep 129: Financial Planning Looks Different in Every Decade of Your Life

YouTube Videos Referenced:
- Avoid Asset Managers Looking to Manage your Airline 401k
- Should I hire a financial advisor or DIY?

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

On this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout discuss some of the reasons why Crypto is so confusing to the average investor and why people may opt for other investment options.

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

On this episode of A Wiser Retirement™ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy, discuss how finances affect divorce. They also talk about things couples can do to avoid heading down the road toward divorce.

Podcast Episodes Referenced:
- Ep 153: How to Recover Financially After Divorce
- Ep 143: Financial Success is Intentional

YouTube Videos Referenced:
- 6 Habits of Financially Successful People
- Should I Hire a Financial Advisor or DIY?

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

At the start of the episode, Casey Smith takes a few minutes to talk with Amy Rambo, a travel advisor at Blue Pineapple Travel. They talk about traveling in retirement and mention some of the benefits of hiring a travel advisor to help plan your next trip. Casey is joined by Missie Beach, CFP®, CDFA®, for the remainder of the episode to talk about steps you can take to retire early.

Podcast Episodes Referenced:
- Ep 147: Market Update and What to Know about Rule 72t and Early Retirement
- Ep 107: Get Rid of Debt Before You Retire

YouTube Videos Referenced:
- 3 Tips to Retire Early
- What is the Rule of 72t and Rule of 55?

Other links:
- Blue Pineapple Travel

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, talk about different ways to prepare for retirement and how to determine how much you can spend in retirement.

 Podcast Episodes Referenced:
- Ep 106: Create a Cash Flow Strategy for Retirement
- Ep 107: Get Rid of Debt Before You Retire
- Ep 68: Leveraging Your Wealth in Retirement
- Ep 60: Withdrawal Strategies for Retirement

YouTube Videos Referenced:
- Will a Stock Market Decline Kill My Retirement?
- Are Annuities a Good Retirement Strategy?

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

On this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout are joined by guest Don Friedman to discuss their view on where crypto is headed. Don Friedman is the President of DACFP, the Digital Assets Council of Financial Professionals. During Don’s 20-year career, he has created and produced many of the financial industry’s largest and most prestigious events.

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, discuss the Silicon Valley Bank collapse and if people should be concerned about banks now.

 Podcast Episodes Referenced:
- Ep 154: Investing Through Times of Fear

YouTube Videos Referenced:
- What You Need to Know About Silicon Valley Bank Failure
- Stay Invested Long Term

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...