Financial Education Videos
Financial Education
Investing in the Trump SPAC: DWAC
We have been getting a lot of questions about Trump and his new media company that is going public through a SPAC. Casey Smith explains what a SPAC (Special Purpose [...]
What is a CERTIFIED FINANCIAL PLANNER™?
Matthews Barnett, CFP®, ChFC®, CLU® explains what the CERTIFIED FINANCIAL PLANNER™ certification is and what obtaining this certification entails. Matthews Barnett, CFP®, ChFC®, CLU® Financial Planning Specialist
What is financial planning?
A question we sometimes get asked is "what is financial planning?" Casey explains what it is and why it is important to have a financial plan. Some people have concerns [...]
How Does Medicare Work?
Do you have questions about Medicare and how it works? Our Financial Planning Specialist Matthews Barnett, CFP®, ChFC®, CLU® explains everything you need to know about Medicare. He goes over [...]
What is a Health Savings Account?
Health savings accounts (HSAs) are often an overlooked aspect of retirement planning. A couple age 65+ usually spends $295,000 out of pocket on healthcare expenses. A way that you can [...]
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 [...]
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