181. 5 Common Financial Myths Debunked
08/28/23 • 29 min
On this episode of A Wiser RetirementTM Podcast, Casey Smith and Michaela Dowdy unravel the true limits of 401K contributions and how an HSA can serve as a handy retirement tool and a resource to cover Medicare premiums. Additionally, they also discuss the age-old debate of renting vs buying. With the changing dynamics of the housing market, you might be surprised which side they're rooting for.
Podcast Episodes Referenced:
- Ep 170: How much money do you need to retire?
- Ep 95: ESG: Scam or saving the world?
Youtube Videos Referenced:
- Is financial planning different than wealth management?
- Are annuities a good retirement strategy?
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, 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!
On this episode of A Wiser RetirementTM Podcast, Casey Smith and Michaela Dowdy unravel the true limits of 401K contributions and how an HSA can serve as a handy retirement tool and a resource to cover Medicare premiums. Additionally, they also discuss the age-old debate of renting vs buying. With the changing dynamics of the housing market, you might be surprised which side they're rooting for.
Podcast Episodes Referenced:
- Ep 170: How much money do you need to retire?
- Ep 95: ESG: Scam or saving the world?
Youtube Videos Referenced:
- Is financial planning different than wealth management?
- Are annuities a good retirement strategy?
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, 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!
Previous Episode
180. How does a Charitable Trust work?
Estate planning can feel like navigating a labyrinth of complex legalities and tax codes. On this episode of A Wiser RetirementTM Podcast, Casey Smith is joined by guest Shawn Shelton, partner at Moore Ingram Johnson & Steel to explain Charitable Remainder Trusts (CRTs), as a strategic tool for those with estates valued over the $25 million federal estate tax exclusion.
Podcast Episodes Referenced:
- Ep 120: Finding the Right Estate Planning Attorney for You
- Ep 116: Are you striving to leave a purposeful legacy?
Youtube Videos Referenced:
- What is the role of a trustee?
- Prevent Family Conflict with Legacy Planning
Other Links:
- Learn more about Shawn Shelton: https://www.mijs.com/
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, 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!
Next Episode
182. Investing for the Long Haul: Creating a Retirement-Focused Investment Strategy
Are you truly ahead of the game if you’re trying to beat the market? On this episode of A Wiser RetirementTM Podcast, Casey Smith and Missie Beach, CFP®, CDFA® discuss investing for the long-haul, and how to create a retirement focused investment strategy. They mention misconceptions about the financial market and reveal why a bad year performance shouldn't make you lose sleep. They also go over long-term investment strategies, investing in real estate, and the S&P 500.
Podcast Episodes Referenced:
- Ep 170: How much money do you need to retire?
- Ep 103: Your Pre-Retirement Checklist
Youtube Videos Referenced:
- Are annuities a good retirement strategy?
- Should retirees get out of the stock market?
- Will a stock market decline kill my retirement?
Other links:
- SPIVA Report
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, 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!
A Wiser Retirement® - 181. 5 Common Financial Myths Debunked
Transcript
Welcome to a Wiser Retirement Podcast . Before we get started with the episode , I want to tell you about a new e-book available on our website called Buyer Beware . Why do they keep trying to sell you that annuity ? This e-book covers the various types of annuities , negatives to owning annuities and better investment alternatives to annuities . To download this e-book , you can click
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