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A Wiser Retirement®
A Wiser Retirement® episodes
- 2. The Business of Financial Advice
Financial advisor compensation is complex and sometimes difficult to understand. Three types of financial advice are explored; Fee-only, Fee-based, and investment sales. Do you know how your financial advisor is paid? Learn how to differentiate between the various business models and what questions to ask your 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 ...25 min - 1. What is Financial Planning?
Why should everyone have a financial plan? What should a financial plan include and what are the best questions to ask your advisor? The Wiser Wealth Management team discusses what to look for when you seek financial planning services.
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
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…
confidence.
Each week, we cut through the noise to simplify complex financial topics, covering everything from smart investing and retirement strategies to practical financial planning you can actually use. You’ll hear real success stories and actionable tips designed to help you make informed decisions at every stage of life.
Whether you’re just getting started or fine-tuning your retirement plan, this podcast is your roadmap to financial freedom.
A Wiser Retirement® Podcast is produced by Wiser Wealth Management in Marietta, Georgia, where we specialize in comprehensive wealth management and financial planning services.
Take the next step toward a smarter financial future, schedule your complimentary consultation with one of our fiduciary advisors: https://wiserinvestor.com/schedule/
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