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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, no more desks and a travel rebound.

Timestamps:

0:00 Introduction

0:14 Time to refinance your mortgage?

5:18 The 60/40 portfolio

10:43 Economic stimulus

15:13 No more desk

20:40 Travel rebound

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Learn more about Casey Smith and connect with him on Twitter.

Learn more about Matthews Barnett

Learn more about Brad Lyons

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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 Independence Day!

#independenceday #julyfourth #fourthofjuly

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

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