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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 when it comes to the idea of creating a financial plan. Some of these concerns might be that they are uncomfortable talking about poor financial decisions in the past or they may think they don't have enough money to start the planning process. It is important to know that there are many versions of a financial plan, and each client who goes through the planning process with us will have a unique, customized plan developed according to their individual goals and objectives.

The process starts by examining the client's background, age, income, and past financial decisions. At this time, it is also important to define the client's overall objectives and purpose for creating a plan. Prioritizing goals is a way to guarantee the advisor understands what is most important to the client and allows for proper execution of the plan.

Casey Smith

President

Wiser Wealth Management, Inc. is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Happy Birthday to Kylie, our Marketing Assistant! Kylie works hard behind the scenes on our website, podcast, social media, and so much more.

Meet Daphne, our Financial Planning Intern. She is studying Finance at The University of Georgia. We are excited she's joined us for the summer!

https://conta.cc/3Ov1Fub

Your Medicare premium is affected based on which tax bracket you fall within after age 63. IRMAA is your income-related monthly adjustment amount. Watch today's video to learn more about how IRMAA works.

https://conta.cc/3zK9WGw #irmaa #medicare

The big question is, will we have a recession in 2022? Watch this video to find out!

https://conta.cc/3Mz2z7D #recession2022 #recession
https://youtu.be/45TvHaZf4z4#recession2022

Happy birthday to LJ our Video Production Manager! LJ works behind the scenes producing all of our podcasts and videos that we post every week. 🎉

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