A Wiser Retirement®

A Wiser Retirement®

By Wiser Wealth ManagementBusinessNewsInvestingBusiness News
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A Wiser Retirement® episodes

  • 52. What is a CERTIFIED FINANCIAL PLANNER™?

    The team discusses what a CERTIFIED FINANCIAL PLANNER™ is and the process of becoming one.

    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 ...

    24 min
  • 51. Is there a Looming Real Estate Crash?

    Team Wiser is joined by guest, Tom Townsend. Tom is a part of Townsend Realty Group (https://www.townrg.com/), a Keller Williams Realty Partner. They discuss the current real estate market and whether there is a looming real estate crash.

    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 ...

    36 min
  • 50. The Truth About Investing In Gold

    The team discusses the truth about investing in gold. Do you have gold in your investment portfolio?

    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 ...

    23 min
  • 49. 4 Steps to be Wealthy

    The team discusses 4 steps to be wealthy. Someone who has money and lives a nice lifestyle, might not actually be wealthy. Being wealthy is the by-product of good financial habits that people create over their lifetime. 

    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 ...

    36 min
  • 48. Community Spotlight: Orrin "Checkmate" Hudson

    Orrin "Checkmate" Hudson joins us for a special community spotlight episode.

    Fundraiser: https://charity.gofundme.com/o/en/campaign/lets-move-forward-together

    Click here to learn more about Orrin.


    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 ...

    25 min
  • 47. How do I retire without a mortgage?

    The team discusses how to retire without a mortgage and the benefits of doing 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 ...

    31 min
  • 46. Financial Terms Everyone Should Know

    The team talks about important financial terms everyone should know. What is your financial literacy level?

    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 ...

    36 min
  • 45. Inflation Protecting your Portfolio

    The team provides commentary about inflation and how to protect your portfolio. The cause and effect of inflation has changed over the past 20 years largely due to the rate of adoption of technology. When planning for retirement, it is critical to plan and save with inflation in mind.

    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
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    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 ...

    33 min
  • 44. Q1 2021 Market Commentary

    The team provides Q1 2021 market commentary and performance. The market has rebounded from the lows of the pandemic shutdown. The team reviews the winners and losers and why staying invested in the market was the best decision investors could have made in 2020.

    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 ...

    35 min
  • 43. What is Custom Indexing?

    The team discusses a new trend in investing: custom indexing and what the future of it may be in terms of investing and the stock market. Custom indexing is a new trend in investing where investment and rebalancing decisions are personalized based on an investor's preferences and can be easily adjusted as needs change. The evolution of FinTech or financial technology has made custom indexing possible.

    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 ...

    33 min

About A Wiser Retirement®

From the publisher's feed

Ready to take control of your financial future? A Wiser Retirement® Podcast breaks down the strategies, insights, and real-world lessons you need to build lasting wealth and retire with…

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