Financial Education Videos
Financial Education
Wiser Weekly Roundup: March 19, 2021
On today's Wiser Weekly Roundup, Casey and Brad tackle five topics in less than 20 minutes! Topics include whether it is time to refinance your mortgage, 60/40 portfolios, economic stimulus, [...]
Wiser Weekly Roundup: March 11, 2021
On today's Wiser Weekly Roundup, Casey and Matthews tackle five topics in less than 20 minutes! Topics include rising interest rates, NASDAQ volatility, Covid-19 fallout anniversary, ESG misleading and small [...]
Wiser Weekly Roundup: March 8, 2021
Introducing the Wiser Weekly Roundup! Casey T. Smith and Brad Lyons, CFP® discuss five financial topics in the news each week. On this week's show, the team discusses cryptocurrency, electric [...]
Episode 2 – What is Financial Planning?
Why should everyone have a financial plan? What should a financial plan include and what are the best questions to ask your advisor? On today's podcast, the Wiser Wealth Management [...]
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