A Wiser Retirement®

By Wiser Wealth ManagementBusiness News Investing Business News

A Wiser Retirement® episodes

November 04, 2020 22. Where's the Yield?
In recent years, many investors have targeted regular income and low risk by investing in qualitative bonds, such as government bonds and investment-grade corporate bonds. With interest rates at rock-bottom levels, investors are seeing very little yield and having a hard time realizing investment goals with this strategy but the need for regular monthly income in retirement hasn’t changed. The team discusses how a strongly diversified portfolio can potentially deliver better results with the right balance between market risks and opportunities. That balance can, for instance, be found in total return strategies that combine price appreciation and income.
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 ...
22 min
October 28, 2020 21. Avoid A Financial Advisor Who...
The team discusses what questions to ask and what research to conduct when choosing a financial advisor. They examine a recent case of an advisor in Atlanta, GA who is now missing and wanted by the FBI. The team provides a checklist of key questions you should ask your financial advisor and provide resources to aid in researching and finding a fiduciary, fee-only advisor.
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
October 21, 2020 20. Biden vs Trump Tax Plan
How do the Biden and Trump tax plans compare? The team reviews the proposed changes by the Biden camp to the current tax laws passed by Trump in 2017. The team discuss the difference between corporate tax rates, 401k contributions, capital gains, estate planning and the death tax.
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 ...
20 min
October 14, 2020 19. Q3 2020 Market Commentary
The Wiser team provides a third-quarter 2020 market update, portfolio performance, and the economic outlook for the remainder of the year.
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 ...
32 min
October 07, 2020 18. Estate Planning with Megan Flores
Attorney Megan Flores joins the podcast today to discuss estate planning. The team discusses wills, trusts, health care directives, and power of attorney. Megan is a member of GDCR’s Trust & Estates and Tax and Business Transactions and Corporate Law practices. With more than a decade of experience, Ms. Flores provides comprehensive legal counsel on tax, estate planning and estate administration matters to individuals and families, as well as privately held businesses.
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
September 30, 2020 17. Real Estate with Tom Townsend
The team speaks with Tom Townsend of Townsend Realty Group about real estate trends in metro Atlanta and other topics like investment property strategies, purchasing a second home, and what to look for when choosing a realtor.
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
September 23, 2020 16. Long-term Care with Randy Hargett
Randy Hargett of Capstone LTC Advisors joins the podcast today to discuss long-term care insurance. Randy has worked for Capstone for over 18 years, advising individuals on long-term care options. Capstone is endorsed by the Dave Ramsey show and Randy is someone the Wiser team trusts for sound long-term care advice for our clients.
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 ...
27 min
September 16, 2020 15. Medicaid & Nursing Homes
The team welcomes attorney Anthony Kirkland to the studio to discuss Medicaid, Medicare, and nursing homes. Anthony has been practicing law for 38 years and focuses on the areas of elder law, estate planning, probate, and estate administration.

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 ...
28 min
September 09, 2020 14. Are Digital Currencies Right For You?
Casey Smith and Brad Lyons discuss digital currencies with Robert Swarthout. Robert is a serial tech entrepreneur and has a passion for researching and understanding digital currencies. The team discusses the different types of digital assets, how they are similar and different, and tips on purchasing digital currencies.
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 ...
34 min
September 02, 2020 13. Community Spotlight: Orrin "Checkmate" Hudson
Casey Smith sits down to interview Orrin "Checkmate" Hudson on this week's episode. Orrin is a former Alabama state trooper, Air Force veteran, and world renowned chess champion. He is the author of the #1 Amazon best seller, One Move at a Time, How to Win at Chess and Life. He is a captivating speaker/facilitator and is the founder of Be Someone, a Georgia-based nonprofit which provides a youth-focused leadership skills development program on how to win in life using the game of chess. His formula – using the chess board – teaches that for every move that is made, whether it is playing the game or living as a contributing citizen, there is a corresponding positive or negative consequence.

Learn more about Orrin: www.besomeone.org
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

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…