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Wiser Wealth Management

From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial success!A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about our services, schedule a complimentary consultation to meet with one of our financial advisors: https://wiserinvestor.com/schedule/.  

Total 255 episodes

6

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5. Working from Home and your Portfolio

5. Working from Home and your Portfolio

Millions of people are now working from home due to COVID-19. The Wiser team discusses the pros and cons of our new work environments and how working from home is affecting investment portfolios. Real estate investment trusts (REITs) are a key consideration when constructing any equity or fixed-income portfolio and have seen changes since the onset of the coronavirus. The team also discusses companies and industries that will benefit from the working-from-home trend.Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

25:4825/06/2020

4. Covid-19 Recovery

4. Covid-19 Recovery

The Wiser team discusses the current state of the market, economy and coronavirus recovery. What can history teach us about how we should respond to today's market volatility?Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

27:1417/06/2020

3. How to Build an Investment Portfolio

3. How to Build an Investment Portfolio

How should someone build their investment portfolio in a 401k or 403b retirement savings account? How does this differ from how a portfolio is invested once a person enters retirement? The Wiser team discusses the differences.Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

26:0016/06/2020

2. The Business of Financial Advice

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:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

24:0411/06/2020

1. What is Financial Planning?

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:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

26:0211/06/2020