A Wiser Retirement®

On this episode of A Wiser Retirement Podcast, Casey Smith, and Brad Lyons, CFP®, discuss the new year and how to set 2023 goals you can keep.

Podcast Episodes Referenced:
- Ep 61: 5 Steps to Financial Sucess in Retirement

Youtube Videos Referenced:
- Tips to Grow Your Business in the New Year
- New Years Resolutions to Be Financially Successful in 2022 

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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, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA®, discuss what holistic financial planning is.

Podcast Episodes Referenced:
- Ep 117: What is generational wealth and how do you preserve it 
- Ep 129: How Financial Planning Looks Different in Every Decade of Your Life

Youtube Videos Referenced:
- A Financial Advisor's Role in Legacy Planning
- What is Financial Planning?
- What is a CERTIFIED FINANCIAL PLANNER™ (CFP®)?

Download Our Guide: "Your Path to a Lifetime of Financial Success"

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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 tips for making a smooth transition into retirement.

Podcast Episodes Referenced:
- Episode 139: Financial Planning in Your 60’s
- Episode 113: Finding a Purpose in Life After Retirement
- Episode 103: Your Pre-Retirement Checklist

Youtube Videos Referenced:
- 4 Steps to Get Financially Organized Before Retirement
- How to Retire Debt Free

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 financial planning in your 60s and ways to prepare for retirement.

Podcast Episodes Referenced:
- Episode 115: What Could Happen if You Don’t Prepare for Retirement
- Episode 103: Your Pre-Retirement Checklist

Youtube Videos Referenced:
- Are Annuities and Good Retirement Strategy?
- 4 Steps to Get Financially Organized Before Retirement

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 special guests Robert Swarthout of Teton Crypto Capitol and Marty Paradise of Paradise Business Coaching. They will discuss the ins and outs of making your business less dependent on you.

Podcast Episodes Referenced:
- Episode 122: Succession Planning for Small Business Owners
- Episode 83: Commonly Missed Tax Deductions for Business Owners
- Episode 104: An Investment Portfolio Built for Retirement

Youtube Videos Referenced:
- Ways Businesses Can Reduce Taxes and Plan for the Future
- Business Owners: Don’t Stop Learning, Keep Dreaming

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 financial planning in your 50s, and why you shouldn't get spooked in volatile markets.

Podcast Episodes Referenced:
- Episode 129: How Financial Planning Looks Different in Every Decade of Your Life
- Episode 115: What Could Happen if You Don’t Prepare for Retirement

Youtube Videos Referenced:
- 4 Steps to Get Financially Organized Before Retirement
- What is Legacy Planning and Why is it Important 

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 Missie Beach, CFP®, CDFA® discuss financially preparing for your high-schooler to go to college and the importance of being prepared.

Podcast Episodes Referenced:
- Episode 10: College Saving Tips
- Episode 34: College Admissions 101: How to Prepare Your Student for College
- Episode 131: Money Management Tips for Recent College Graduates

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 special guest Marty Paradise of Paradise Business Coaching, and they discuss how to start and grow a business and the importance of surrounding yourself with a good team.

Podcast Episodes Referenced:
- Episode 122: Succession Planning for Small Business Owners
- Episode 83: Commonly Missed Tax Deductions for Business Owners

YouTube Videos Referenced:
- Ways Businesses Can Reduce Taxes and Plan for the Future
- Business Owners: Don’t Stop Learning, Keep Dreaming

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, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA® discuss financial planning in your 40s, financial mistakes, and ways to start preparing yourself for retirement.

Podcast Episodes Referenced:
- Episode 129: How Financial Planning Looks Different in Every Decade of Your Life
- Episode 124: Financial Literacy is Vital... for Everyone!
- Episode 106: Create a Cash Flow Strategy for Retirement

YouTube Videos Referenced:
- Using an Online Estate Planning Service vs Using a Local Attorney
- How to Be a Long Term Investor
- Financial Planning- Saving for Retirement Early and Eliminating Debt

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 Michaela Dowdy are joined by special guest Tom Townsend of Townsend Realty Group. They will discuss what financial planners wish you knew about buying your first home.

Podcast Episodes Mentioned:
- Episode 17: Real Estate with Tom Townsend
- Episode 51: Is there a Looming Real Estate Crash?
- Episode 9: All Things Mortgages with Mary Ansley Southerland

YouTube Videos Mentioned:
- Should I Pay Off My Mortgage?
- How To Leverage Assets to Buy a Home

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 ...