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A Wiser Retirement®
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Добавлен 13 фев 2012
A Wiser Retirement® is a channel dedicated to providing guidance with retirement planning, investment strategies, estate planning, tax planning, risk management and more. Our goal is to empower you with the knowledge you need to make smart financial decisions. Subscribe and join us as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial independence!
Disclosure: Wiser Wealth Management, Inc. is a registered investment adviser with the SEC. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, legal counsel and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Disclosure: Wiser Wealth Management, Inc. is a registered investment adviser with the SEC. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, legal counsel and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
The Crypto Agenda: SEC's Next Moves, BTC ETFs, and Kamala Harris' Crypto Policy
Tune in to this episode of A Wiser Retirement® Podcast where Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, discuss the SEC's upcoming actions, BTC ETFs, and Kamala Harris's stance on crypto policy. The conversation highlights the pressing need for a robust, supportive framework for crypto businesses, especially amid potential regulatory shifts under changing political leadership.
- Schedule a complimentary consultation and discover how our services can help you achieve financial success. wiserinvestor.com/schedule/
Crypto Banking Crisis: Bank Failures Impact the Industry
The crypto sector is grappling with recent bank closures, particularly th...
- Schedule a complimentary consultation and discover how our services can help you achieve financial success. wiserinvestor.com/schedule/
Crypto Banking Crisis: Bank Failures Impact the Industry
The crypto sector is grappling with recent bank closures, particularly th...
Просмотров: 12
Видео
252. The Crypto Agenda: SEC's Next Moves, BTC ETFs, and Kamala Harris' Crypto Policy
Просмотров 1819 часов назад
Tune in to this episode of A Wiser Retirement® Podcast (wiserinvestor.com/podcast/) where Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital (www.tetoncryptocapital.com/) , discuss the SEC's upcoming actions, BTC ETFs, and Kamala Harris's stance on crypto policy. The conversation highlights the pressing need for a robust, supportive framework for crypt...
Shawna Theriault's Road to Becoming a Financial Advisor | Meet Shawna Theriault, CFP®, CPA, CDFA®!
Просмотров 3020 часов назад
Join us for this episode of A Wiser Retirement® Podcast, where Casey Smith interviews Shawna Theriault, CFP®, CPA, CDFA®, Senior Financial Advisor, about her inspiring journey-from moving out at sixteen to pursuing a career in finance and becoming a CERTIFIED FINANCIAL PLANNER®, Certified Public Accountant, and Certified Divorce Financial Analyst®. Shawna shares how resilience, continuous learn...
251. Shawna Theriault’s Road to Becoming a Financial Advisor
Просмотров 2820 часов назад
Join us for this episode of A Wiser Retirement® Podcast, (wiserinvestor.com/podcast/) where Casey Smith interviews Shawna Theriault, CFP®, CPA, CDFA®, Senior Financial Advisor, about her inspiring journey-from moving out at sixteen to pursuing a career in finance and becoming a CERTIFIED FINANCIAL PLANNER®, Certified Public Accountant, and Certified Divorce Financial Analyst®. Shawna shares how...
The 4% Rule in Retirement Isn’t for Everyone | Retirement Withdrawal Strategies
Просмотров 1827 часов назад
When planning for retirement, one of the most commonly cited guidelines is the "4% rule," which suggests that retirees can safely withdraw 4% of their portfolio each year to ensure long-term financial stability. However, this rule doesn’t account for each retiree's unique circumstances, making it essential to consider individual goals and financial situations instead of relying on a one-size-fi...
Celebrating 250 Episodes: Our Top Financial Success Stories
Просмотров 5116 часов назад
Celebrate with us as we hit an incredible milestone-our 250th podcast episode! We share some exciting updates about A Wiser Retirement® Podcast. We also reflect on our top five most popular episodes and share inspiring financial success stories from clients who have achieved financial freedom. - Schedule a complimentary consultation and discover how our services can help you achieve financial s...
250. Celebrating 250 Episodes: Our Top Financial Success Stories
Просмотров 4916 часов назад
Celebrate with us as we hit an incredible milestone-our 250th podcast episode! We share some exciting updates about A Wiser Retirement® Podcast (wiserinvestor.com/wiser-retirement-podcast/) . We also reflect on our top five most popular episodes and share inspiring financial success stories from clients who have achieved financial freedom. Related Podcast Episodes: - Ep 173: Making the Most of ...
Tips for Investing When You Have a Variable Income
Просмотров 37День назад
When investing, especially with a variable income, maintaining a reserve fund is crucial to weather market fluctuations and income inconsistencies. A robust reserve fund can prevent the need to sell investments during challenging financial months, helping you stay on track with your financial goals. The Risks of Investing Without a Reserve Fund One major risk of investing without a reserve fund...
How Smart Financial Planning Led to Living on a Catamaran Full Time
Просмотров 14914 дней назад
Join us on this episode of A Wiser Retirement® Podcast as we chat with Bradley and Kate Swarthout about their journey from leaving a traditional life to living full-time on a catamaran in the Caribbean with their son and dog. Through financial planning, learning to sail, and navigating various challenges, they embraced an adventurous, non-traditional lifestyle. They share insights on pursuing u...
249. How Smart Financial Planning Led to Living on a Catamaran Full-Time
Просмотров 22День назад
Join us on this episode of A Wiser Retirement® Podcast (wiserinvestor.com/podcast/) as we chat with Bradley and Kate Swarthout about their journey from leaving a traditional life to living full-time on a catamaran in the Caribbean with their son and dog. Through financial planning, learning to sail, and navigating various challenges, they embraced an adventurous, non-traditional lifestyle. They...
How to Estimate Your Tax Bill in Retirement | What taxes do I pay in retirement?
Просмотров 95514 дней назад
Calculating your tax bill in retirement can be more complex than during your working years due to the variety of income sources. While employees typically have W2 income with automatic tax withholding, retirees may receive income from stocks, dividends, capital gains, pensions, and Social Security-each with unique tax implications. Since tax withholding is not automatically applied in retiremen...
2025 Medicare Changes: What You Need to Know
Просмотров 48921 день назад
2025 Medicare Changes: What You Need to Know
248. 2025 Medicare Changes: What You Need to Know
Просмотров 13721 день назад
248. 2025 Medicare Changes: What You Need to Know
What is Financial Planning? | Happy World Financial Planning Day!
Просмотров 5321 день назад
What is Financial Planning? | Happy World Financial Planning Day!
Why It’s Crucial to Separate Your Business and Personal Assets
Просмотров 5828 дней назад
Why It’s Crucial to Separate Your Business and Personal Assets
247. Why It’s Crucial to Separate Your Business and Personal Assets
Просмотров 3228 дней назад
247. Why It’s Crucial to Separate Your Business and Personal Assets
SEC v. Ripple Lawsuit Resolved, BTC ETFs, and the Election
Просмотров 135Месяц назад
SEC v. Ripple Lawsuit Resolved, BTC ETFs, and the Election
246. SEC v. Ripple Lawsuit Resolved, BTC ETFs, and the Election
Просмотров 211Месяц назад
246. SEC v. Ripple Lawsuit Resolved, BTC ETFs, and the Election
Strategies for Early Retirement and Long-Term Security
Просмотров 278Месяц назад
Strategies for Early Retirement and Long-Term Security
245. Strategies for Early Retirement and Long-Term Security
Просмотров 105Месяц назад
245. Strategies for Early Retirement and Long-Term Security
Should I pay off my mortgage before retirement or invest?
Просмотров 284Месяц назад
Should I pay off my mortgage before retirement or invest?
Financial Steps to Take After the Loss of a Loved One
Просмотров 69Месяц назад
Financial Steps to Take After the Loss of a Loved One
244. Financial Steps to Take After the Loss of a Loved One
Просмотров 58Месяц назад
244. Financial Steps to Take After the Loss of a Loved One
Meet Grace, Financial Planning Associate!
Просмотров 76Месяц назад
Meet Grace, Financial Planning Associate!
Investment Strategy in an Election Year: Is a Market Correction Coming?
Просмотров 173Месяц назад
Investment Strategy in an Election Year: Is a Market Correction Coming?
243. Investment Strategy in an Election Year: Is a Market Correction Coming?
Просмотров 56Месяц назад
243. Investment Strategy in an Election Year: Is a Market Correction Coming?
Asset Protection Strategies for Business Owners
Просмотров 42Месяц назад
Asset Protection Strategies for Business Owners
Financial Tips for Women to Secure Their Future
Просмотров 62Месяц назад
Financial Tips for Women to Secure Their Future
242. Financial Tips for Women to Secure Their Future
Просмотров 23Месяц назад
242. Financial Tips for Women to Secure Their Future
Kamala Harris' New Tax Plan Explained | 2024 Presidential Election
Просмотров 1,2 тыс.Месяц назад
Kamala Harris' New Tax Plan Explained | 2024 Presidential Election