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Achieve Financial Success in Retirement

On today's episode of the Wiser Roundtable Podcast, the team will be recapping our series on retirement and going over the five steps to achieve financial success in retirement. Listen on Apple Podcasts or through YouTube: SUMMARY: 1. Manage Cash Flow When you retire, you stop having an income, so not having any payments (car […]

Hadley Glenn • September 29, 2021

4 Steps to Get Financially Organized Before Retirement

Getting financially organized for retirement comes down to first developing a realistic plan that reflects your personal financial situation. And second, setting up your finances in such a way that they can be easily administered. Those that don’t do this will not find the peace of mind and financial success in retirement that they are […]

Casey Smith • September 28, 2021

2021-2022 Proposed Tax Changes

The Wiser team explains the new tax plan that has been proposed. Capital gains increase, income tax bracket changes, retroactive policies, and eliminating back-door Roths are a few of the highlights in this newly proposed tax plan. In this video we break down all the parts we think you need to know. Watch this video […]

Casey Smith • September 24, 2021

7 Social Security Mistakes to Avoid

We have covered in previous blogs several ways to maximize social security benefits. This has included such topics as determining the optimal age for claiming benefits so that you increase can your lifetime payments and, ultimately, the probability of financial success in retirement. However, let’s now discuss common social security mistakes you should avoid along […]

Matthews Barnett • September 23, 2021

Leveraging Your Wealth in Retirement

On today's episode of the Wiser Roundtable Podcast, the team talks about leveraging your wealth in retirement and the method of Securities Based Lending. Listen on Apple Podcasts or through YouTube: SUMMARY: Using Your Wealth in Retirement The team discusses the method of Securities Based Lending. This stratgey is tapping into our wealth’s collateral to […]

Hadley Glenn • September 22, 2021

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

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