A Wiser Retirement®

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/.

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Top 10 A Wiser Retirement® Episodes

Goodpods has curated a list of the 10 best A Wiser Retirement® episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to A Wiser Retirement® for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite A Wiser Retirement® episode by adding your comments to the episode page.

10. College Savings Tips

A Wiser Retirement®

08/11/20 • 28 min

College saving and planning is a big part of the financial planning process. Popular options are reviewed: 529 savings plan, Coverdell ESA, and UTMA/UGMA.

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- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!

9. All Things Mortgages with Mary Ansley Southerland

A Wiser Retirement®

08/06/20 • 29 min

Mary Ansley Southerland joins the Wiser Roundtable podcast to discuss her career as CEO and co-owner of W.D. Little Mortgage. Throughout her years of experience working in the mortgage industry, she has become well-known and highly respected in the field. Mary Ansley is also the current President of the Marietta Rotary Club. On today's show, Mary Ansley and Casey discuss current interest rates during a pandemic, refinancing, conforming versus jumbo loans, and reverse mortgages.

5. Working from Home and your Portfolio

A Wiser Retirement®

06/25/20 • 25 min

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.

1. What is Financial Planning?

A Wiser Retirement®

06/11/20 • 26 min

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.

15. Medicaid & Nursing Homes

A Wiser Retirement®

09/16/20 • 27 min

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.

13. Community Spotlight: Orrin "Checkmate" Hudson

A Wiser Retirement®

09/02/20 • 24 min

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

17. Real Estate with Tom Townsend

A Wiser Retirement®

09/30/20 • 32 min

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.

33. Dividend Investment Strategies...Dead in this Growth World?

A Wiser Retirement®

01/27/21 • 24 min

The team discusses dividend investment strategies and how those strategies have changed in recent years as growth stock returns continue to far exceed those of value stocks.

47. How do I retire without a mortgage?

A Wiser Retirement®

05/05/21 • 30 min

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

254. Closing the Year Strong: Key Financial Moves Before Year-End

A Wiser Retirement®

11/18/24 • 38 min

Discover how to make your investments work smarter, not harder, with tax-efficient strategies. In this episode of A Wiser Retirement® Podcast, we tackle the big questions, like whether Roth conversions make sense for you, especially if you're in a low tax bracket now but anticipate higher income later. We also explore the potential of direct indexing for larger accounts and the often-overlooked benefits of FSAs and HSAs. This episode is packed with practical advice and insights to help you navigate which financial moves you should make before year-end.
Related Podcast Episodes:
- Ep 196: Your Year-End Financial Planning Checklist
- Ep 190: Year-End Tax Moves: Planning Ahead for a Stress-Free Tax Season
Related YouTube Videos:
- Reduce Your Taxes and AGI by Giving to Charity
- What is the best way to take your RMD?

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FAQ

How many episodes does A Wiser Retirement® have?

A Wiser Retirement® currently has 254 episodes available.

What topics does A Wiser Retirement® cover?

The podcast is about News, Finances, Financial Planning, Divorce, Investing, Business News, Money, Invest, Podcasts, Finance and Business.

What is the most popular episode on A Wiser Retirement®?

The episode title '10. College Savings Tips' is the most popular.

What is the average episode length on A Wiser Retirement®?

The average episode length on A Wiser Retirement® is 34 minutes.

How often are episodes of A Wiser Retirement® released?

Episodes of A Wiser Retirement® are typically released every 7 days.

When was the first episode of A Wiser Retirement®?

The first episode of A Wiser Retirement® was released on Jun 11, 2020.

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A Wiser Retirement®

Wiser Wealth Management

Top 10 A Wiser Retirement® Episodes

FAQ

How many episodes does A Wiser Retirement® have?

What topics does A Wiser Retirement® cover?

What is the most popular episode on A Wiser Retirement®?

What is the average episode length on A Wiser Retirement®?

How often are episodes of A Wiser Retirement® released?

When was the first episode of A Wiser Retirement®?

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