Casey Smith is joined by Robert Swarthout to talk about WisdomTree’s new cryptocurrency index. 

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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!

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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.

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Casey Smith is joined by Tom Townsend, realtor with Townsend Realty Group, a KW realty partner, and by Jordan Sute, CPA, from Sute CPAs. They discuss how 1031 exchanges work, and talk through why they are a great option for some people.

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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 ...

Jordan Sute, CPA joins Casey Smith to discuss how business owners can utilize tax deductions. This past year, small business owners have proved to be resilient and creative in the midst of the pandemic. Casey has found that business owners are always very good at their business, but not as good at taking care of themselves. Jordan has seen so many clients that are so good at what they do, but when it comes to the books they have a harder time keeping them clean.

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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 ...

Jordan Sute, CPA, joins Casey Smith to talk about the tax differences between an S Corp, C Corp, and LLC. In 2009, there were 560,000 new businesses formed. In 2020, there were 804,000 new businesses formed. Every year, there are more companies being formed in America. In light of that, we wanted to go down the list of business classifications and discuss each individually.

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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 ...

Brad Lyons, CFP®, Investment Manager, and Jordan Sute, CPA join Casey Smith to discuss tax loss harvesting. Tax loss harvesting is looking at a loss in your portfolio, selling it so that you can sell off the loss, and then reinvesting it into something else. This technique leverages a circumstance in your portfolio to enhance your tax standing. Just because you sell something doesn’t mean it’s bad. Most advisors don’t even think to do this.

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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 ...

Robert Swarthout joins Casey Smith on A Wiser Retirement Podcast to discuss cryptocurrency, digital assets, and blockchain. Bitcoin is growing at a fast rate, but in the finance world, it is still small. 46% of households recognize the term bitcoin and there are currently 13,285 crypto assets out there right now. 

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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 ...

Casey Smith is joined by Jordan Sute, CPA from Sute CPAs to talk about tax strategies to avoid and how to negotiate with the IRS.

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 ...

Casey Smith talks with Jordan Sute, CPA and Matthews Barnett, CFP®, ChFC®, CLU® to discuss maximizing tax savings for employees and business owners. They go over 401(k) plans, Roth IRAs, and other company retirement accounts.

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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 ...

Jordan Sute, CPA from Sute CPA's joins Casey Smith and Brad Lyons, CFP® to discuss tips for moving to lower tax states. What should you do besides change your drivers license?

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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 ...

We have several guests joining us to continue our discussion about how tax credits can help the community. We are joined by Jordan Sute, CPA from Sute CPAs, and Kathleen Smith, Regional Development Officer for the Wellstar Foundation to talk about the Wellstar Foundation and the Georgia Heart Program. We are also joined by Humphrey Kanga and McGee Spencer to talk about Kenya Connection and their impact globally.

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 ...