Wiser Wealth Management Blog

orrin hudson
Podcast

Orrin “Checkmate” Hudson

Today on the Wiser Roundtable Podcast, Orrin “Checkmate” Hudson joins Casey Smith for a special community spotlight episode. Listen on Apple Podcasts or watch on YouTube: Summary: Casey and Orrin begin the podcast by discussing how Orrin uses chess to teach young people how to navigate the complexities of life. Orrin first learned how to play chess when he was young. Chess gave him the tools and strategies to think for himself. Orrin is on a mission to show people that you can make better

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retire without mortgage
Podcast

How do I retire without a mortgage?

On this week’s episode of the Wiser Roundtable podcast, the team discusses how to retire without a mortgage, and the benefits of doing so. Listen on Apple Podcasts or through YouTube: Summary: The team begins the podcast by discussing how to help people think differently about mortgages, and how to retire without one. Some people don’t think about paying their mortgage off before retirement, or it isn’t a priority to them. Over 40% of households age 65-74 have a mortgage on their primary home, and

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Financial Terms
Podcast

Financial Terms Everyone Should Know

On this week’s episode of the Wiser Roundtable podcast, the team talks about financial terms everyone should know. With April being Financial Literacy Month, it is a great time to consider your own financial literacy level, and possibly learn something new! Listen on Apple Podcasts or through YouTube: Summary: The team begins the podcast by discussing the importance of Financial Literacy Month. Compound interest is essentially interest on interest. It makes a huge difference, especially when saving for retirement at a young age. A FICO score

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inflation
Podcast

Inflation Protecting your Portfolio

On this week’s episode of the Wiser Roundtable podcast, the team provides commentary about inflation and how to protect your portfolio. Listen on Apple Podcasts or through YouTube: Summary: The team starts the podcast by discussing the basics of inflation, and how it is simply defined as the change in prices of goods and services that are bought by your average consumer. The cause and effect of inflation has changed over the past 20 years largely due to the rate of adoption of technology. A

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q1 commentary
Podcast

Q1-2021 Market Commentary

On this week’s episode of the Wiser Roundtable podcast, the team provides Q1-2021 market commentary and performance. The market has rebounded from the lows of the pandemic shutdown. The team reviews the winners and losers and why staying invested in the market was the best decision investors could have made in 2020. Listen on Apple Podcasts Or through YouTube: The team starts the podcast by reviewing market performance over the past year. The market has rebounded since the coronavirus shutdown in the spring of 2020. 

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index funds
Podcast

What is Custom Indexing?

On this week’s episode of the Wiser Roundtable podcast, the team discusses a new trend in investing today: custom indexing. The history of indexing, how custom indexing works and predictions on how this will impact the future of investing are explored. Listen on Apple Podcasts Or through YouTube: The team starts the discussion by explaining the history of index funds. According to Investopedia, John Bogle was the founder of the Vanguard Group and a major proponent of index investing. Commonly referred to as “Jack,” Bogle

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SPACS
Podcast

SPACs: Special Purpose Acquisition Companies

On this week’s episode of the Wiser Roundtable podcast, the team discusses a craze that has taken Wall Street by storm recently. SPACs are special purpose acquisition companies, essentially shell companies that raise money from investors through stock-market listings. Listen on Apple Podcasts Or through YouTube: SPACs are the topic of today’s podcast. SPACs are special purpose acquisition companies, essentially a shell company that raises money from investors through stock-market listings. They are also known as a “blank check” company. These SPACs are shell companies

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dollar cost averaging
Podcast

Lump Sum Investing or Dollar Cost Averaging?

On today’s episode of the Wiser Roundtable Podcast, the team discusses the pros and cons of lump sum investing vs. dollar cost averaging. Listen on Apple Podcasts Or through YouTube: Casey starts the show by giving a hypothetical example of receiving a payout from a pension of $800,000.  The group discusses whether an investor should take the lump sum payout and invest a little at a time into the market (dollar cost averaging) or should the investor put the entire payout into the market at

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esg investing
Podcast

Is ESG investing right for you?

ESG (Environmental, Social and Governance) investing refers to a class of investing that is also known as “sustainable investing.” This is an umbrella term for investments that seek positive returns and long-term impact on society, environment and the performance of the business.  On today’s episode of the Wiser Roundtable Podcast, the team discusses the history of ESG investing, if this type of investng is effective or a marketing ploy. Listen on Apple Podcasts  Or through YouTube: Brad starts the show by explaining how investors use

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etfs
Podcast

Building Portfolios with ETFs

The Wiser Wealth Management Roundtable where we believe the best financial advice should be conflict free. Host Casey Smith, President of the podcast sponsor Wiser Wealth Management, is joined by co-hosts and colleagues Brad Lyons and Matthews Barnett. In today’s episode, the group discusses building portfolios using Exchange Trading Funds, also known as ETFs. Listen on Apple Podcasts Or through YouTube: Casey begins the conversation by discussing Wiser Wealth Management’s experience utilizing ETFs in their own models beginning in 2004. When they realized how efficient ETFs were becoming, they began

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Today on the Wiser Roundtable Podcast, we have Orrin "Checkmate" Hudson joining us for a special community spotlight episode. Listen on YouTube, Apple Podcasts, or your favorite listening app.
https://conta.cc/3eCy1UK
#podcast #finance #community #atlanta #police #chess

Tomorrow we have Orrin "Checkmate" Hudson joining us on the Wiser Roundtable Podcast. Here is a preview of the episode!

#finance #marietta #georgia #atlanta #financialplanning #financialfreedom #community #podcast #applepodcast #police

Risk is inherent with investing, but safe investing in 2021 must include stock investments in order to achieve a sufficient rate of return. Read today's blog to learn more.
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#financialadvice #money #investing #financialplanning #safeinvesting #finance

On today's Five in Twenty, Casey and Matthews tackle five topics in less than 20 minutes! Topics include Biden's tax plan, airline restructuring, VanEck's Bitcoin ETF application, Warren Buffett, and major backorders. https://conta.cc/33pZ6E0
#finance #bidentaxplan #bitcoin

Investors frequently overlook or misunderstand how much they pay in fees for their investment accounts. Do you know how much you pay in fees?
#investing #financialplanning #money #financialfreedom #wealthmanagement https://conta.cc/3toltEz

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