A Wiser Retirement®

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.

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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 ...

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:

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 ...

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:

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 ...

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:

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 ...

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:

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 ...

The team talks about ways to maximize social security and why it is important to do so.

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 ...

The team talks about entering retirement debt-free and ways to get out of 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 ...

Casey Smith interviews Mary O'Brien from Help the Persecuted to talk about their work and impact. They also discuss what's happening in Afghanistan and opportunities to help. 

Help The Persecuted provides practical, physical support as well as spiritual encouragement to persecuted believers throughout the Middle East and North Africa. Last year they helped more than 46,000 people. They are currently working to provide assistance to approximately 1,000 people still inside Afghanistan, and help persecuted Afghans now displaced in neighboring countries. 

Help the Persecuted: www.HTP.org/Wiser 

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 ...

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

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

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 ...