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How to Retire Debt-Free

When working with new clients planning for retirement, I always start with eliminating debt because retiring debt-free is of primary importance. After that, we work on shoring up emergency reserves and verifying that the client is saving enough to meet their projected retirement lifestyle. Once those basics of retirement are covered, we then focus on […]

Casey Smith • September 20, 2021

Greenlight Debit Card for Kids - Honest Review

Casey Smith, President of Wiser Wealth Management gives his thoughts on the Greenlight debit card for kids. Not sure if the card is worth it? Watch the video to learn some pros and cons about it. (Neither Casey Smith nor Wiser Wealth Management received compensation for this review.) Casey Smith President

Casey Smith • September 17, 2021

When should I take social security?

When should I apply for Social Security? Many people approaching retirement age plan to claim as soon as they are eligible at age 62. They feel like they have paid into the system and deserve to reap the benefits as soon as they are able to do so. Also, fears surrounding the future of those […]

Matthews Barnett • September 16, 2021

Maximizing Social Security

On today's episode of the Wiser Roundtable Podcast, the team talks about ways to maximize social security and why it is important to do so. Listen on Apple Podcasts or through YouTube: SUMMARY: When to Take Social Security A lot of people are hearing for the first time to delay in collecting their social security […]

Hadley Glenn • September 15, 2021

Lump Sum or Pension Annuity?

A question we often get asked from retirees is, "Should I take the lump sum or pension annuity?" Everyone's situation is unique, so it is important to calculate your probability of success to evaluate which option is best for you. Matthews Barnett, CFP®, ChFC®, CLU® Financial Planning Specialist

Matthews Barnett, CFP®, ChFC®, CLU® • September 10, 2021

Why You Should Retire Mortgage Free

Often one of a client’s biggest assets, as well as expenses, is their home. Whether they decide to move during retirement by “downsizing” or stay put in their current home, they need to make sure that they are mortgage free when they enter retirement. At Wiser Wealth Management, we advise our clients who are retiring […]

Matthews Barnett • September 9, 2021

Enter Retirement Debt Free

On today's episode of the Wiser Roundtable Podcast, the team talks about entering retirement debt free and ways to get out of debt. Listen on Apple Podcasts or through YouTube: SUMMARY: On todays podcast, the team starts out by discussing how retirement is all about cash flow. You are no longer getting a paycheck and […]

Hadley Glenn • September 8, 2021

Help the Persecuted: Afghanistan

On today's episode of the Wiser Roundtable Podcast, Casey interviews Mary O'Brien from Help the Persecuted to talk about their work and impact. They also discuss what's happening in Afghanistan and opportunities to help. Listen on Apple Podcasts or through YouTube: SUMMARY: Casey begins the podcast by introducing Mary O'Brien from Help the Persecuted. Mary […]

Hadley Glenn • September 3, 2021

What is Dollar Cost Averaging?

Unsure what dollar cost averaging is? Watch this video to learn more about this popular investment strategy! It can help you make money in the market regardless of the markets being up or down. Brad Lyons, CFP® Investments Manager

Brad Lyons, CFP® • September 3, 2021

Maintain Investing Discipline During Retirement

On today's episode of the Wiser Roundtable Podcast, the team talks about why it is important to maintain investing discipline through retirement. They also go over 6 patterns of irrationality in investing. Listen on Apple Podcasts or through YouTube: SUMMARY: The team begins the podcast by discussing how many studies have shown that people who […]

Hadley Glenn • September 1, 2021

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