Financial Education Videos
Financial Education
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 [...]
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 [...]
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 [...]
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 [...]
What is a required minimum distribution (RMD)?
Matthews Barnett, CFP®, ChFC®, CLU® explains what a required minimum distribution (RMD) is and when they are required. Matthews Barnett, CFP®, ChFC®, CLU® Financial Planning Specialist
What is a Roth conversion?
Matthews Barnett, CFP®, ChFC®, CLU® explains what a Roth conversion is, and how it might benefit you depending on your income level or tax situation. Matthews Barnett CFP®, ChFC®, CLU® [...]
Mid-Year Financial Planning Checklist
As we are past the halfway mark of 2021, it is an important time to do a mid-year financial planning review and reevaluation of your finances. This can be as [...]
Want to go to space?
SUMMARY: On today's Five in Twenty video, Casey and Matthews tackle five topics in less than twenty minutes! Topics include ending stimulus, buying a new car, home prices, going to [...]
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