A Wiser Retirement®

By Wiser Wealth Management

From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simp

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4.8

4848 ratings

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FAQs about A Wiser Retirement®:

How many episodes does A Wiser Retirement® have?

The podcast currently has 305 episodes available.

A Wiser Retirement® episodes:

October 26, 2021 75. A Tax Credit that Helps the Community: Georgia GOAL
Jordan Sute, CPA and Jennifer New are guests on this episode of the Wiser Roundtable Podcast to talk about the Georgia GOAL program and tax credits that help the community. Jennifer is the Chief Development Officer at Mount Paran Christian School.
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
21min
October 22, 2021 74. Digital Assets: New ETF Launches
Robert Swarthout joins Casey Smith to talk about new ETF launches. Robert will be joining us once a month to talk about Digital Assets. There has been a lot of positive movement when it comes to Bitcoin. In the past few months, it has almost doubled, so where is Bitcoin headed?
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
39min
October 20, 2021 73. What are Donor Advised Funds?
The team is joined by guests Jordan Sute, CPA from Sute CPAs and Barbara Garner from Cobb Community Foundation to talk about donor advised funds. They go over how state tax credits can also help the community at the same time.
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
26min
October 18, 2021 72. Q3 2021 Market Commentary
On this special episode of the podcast, Casey Smith and Brad Lyons, CFP® go over how the markets performed in Q3 2021 and give their take on everything.

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.

Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
45min
October 13, 2021 71. How to Find the Right CPA for You
When hiring a CPA to prepare your tax returns, it is important to determine if he or she is equipped to service your needs. Many people think a CPA understands all aspects of the IRS code. This is an unrealistic assumption. There are certain questions you should ask a CPA when interviewing them to make sure they are the best fit for you.

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.

Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
24min
October 06, 2021 70. 10 Important Things to Know About Taxes
The team is joined by Jordan Sute, CPA from Sute CPAs to kick off our new series on all things tax. They go over 10 important things to know about taxes. Make sure you listen to our podcast in the coming weeks as we take a deep dive into these 10 tax tips.

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.

Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
16min
September 29, 2021 69. Achieve Financial Success in Retirement
The team recaps our series on retirement and goes over the five steps to achieve financial success in retirement.

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.

Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
30min
September 22, 2021 68. Leveraging Your Wealth in Retirement
The team talks about leveraging your wealth in retirement and the method of Securities Based Lending.

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.

Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
17min
September 15, 2021 67. Maximizing Social Security
The team talks about ways to maximize social security and why it is important to do so.
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
28min
September 08, 2021 66. Enter Retirement Debt Free
The team talks about entering retirement debt-free and ways to get out of debt.
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
28min

FAQs about A Wiser Retirement®:

How many episodes does A Wiser Retirement® have?

The podcast currently has 305 episodes available.

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