The team talks about why it is important to maintain investing discipline through retirement.

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The team talks about how much cash reserves retirees actually need.

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

The team goes over managing cash flows – a major part of retirement planning. Many people aren’t fond of the word ‘budgeting’ because of its inherent connotations, but managing cash flows during retirement is essentially just that.

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- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!

The team goes over 5 steps to have financial success in retirement. Each step will be discussed in further detail in the weeks to come, so follow our series for more discussion on these simple yet effective strategies.

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- 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!

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- A Wiser Retirement® YouTube Channel

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

The team analyzes the variables that determine an individual’s withdrawal strategy for retirement. They also answer some commonly asked questions such as: when you should begin collecting social security, and from which account(s) you should withdraw funds.

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- 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!

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

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

The team talks about retirement planning and what to expect from your portfolio.

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- 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!

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- A Wiser Retirement® YouTube Channel

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

Team Wiser provides Q2 2021 market commentary. They discuss how portfolios performed in Q2 2021, how they have performed historically and how we predict they will perform throughout the rest of 2021.

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- 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!

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- A Wiser Retirement® YouTube Channel

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

Casey Smith is joined by guest, Jordan Sute, CPA from Sute CPAs talk about W-4 tips and opportunities missed on tax returns.

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

Casey Smith is joined by Robert Swarthout to talk about all things digital currency. Robert is a serial tech entrepreneur and has a passion for researching and understanding digital currencies. Casey and Robert discuss the new changes to Bitcoin via the Taproot upgrade, Tesla buying Bitcoin, El Salvador and Bitcoin, Central Bank Digital Currency (CBDC), and reaction to Bitcoin trading.

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!

The team talks about the importance of diversification, bias in investing, and 4 ETFs your portfolio needs. Are these ETFs in your portfolio?

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!