A Wiser Retirement®
By Wiser Wealth Management
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Episodes: 344
Description
Ready to take control of your financial future? A Wiser Retirement® Podcast breaks down the strategies, insights, and real-world lessons you need to build lasting wealth and retire with confidence.
Each week, we cut through the noise to simplify complex financial topics, covering everything from smart investing and retirement strategies to practical financial planning you can actually use. You’ll hear real success stories and actionable tips designed to help you make informed decisions at every stage of life.
Whether you’re just getting started or fine-tuning your retirement plan, this podcast is your roadmap to financial freedom.
A Wiser Retirement® Podcast is produced by Wiser Wealth Management in Marietta, Georgia, where we specialize in comprehensive wealth management and financial planning services.
Take the next step toward a smarter financial future, schedule your complimentary consultation with one of our fiduciary advisors: https://wiserinvestor.com/schedule/
| Episode | Date |
|---|---|
|
344. What Are the Real Uses for Crypto?
|
Jun 07, 2026 |
|
343. 5 Investment Pitfalls High Earners Should Avoid
|
May 31, 2026 |
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342. What Financial Mistakes Don’t You See Coming? (Confidence Traps to Avoid)
|
May 24, 2026 |
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341. What Happens Next? A Financial Guide After Death
|
May 17, 2026 |
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340. 25 Years Of Wiser Wealth Management
|
May 10, 2026 |
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339. How To Know If You Can Retire In Five Years? Without Guessing!
|
May 03, 2026 |
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338. Real Passive Income: What's Legit and What's Not
|
Apr 26, 2026 |
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337. What Should Be Included in a Financial Plan?
|
Apr 19, 2026 |
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336. Owning Together: What Could Go Wrong?
|
Apr 12, 2026 |
|
335. When Should You Take Over Your Parents' Finances?
|
Apr 05, 2026 |
|
334. What is a Better Alternative to an Annuity?
|
Mar 29, 2026 |
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333. What If Social Security Disappeared?
|
Mar 22, 2026 |
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332. The 2026 Housing Market: Trends, Changes, and What to Expect
|
Mar 15, 2026 |
|
331. Crypto, Retirement, and Taxes: What’s the Strategy?
|
Mar 08, 2026 |
|
330. How to Build a Business That Funds Your Life, Not Consumes It
|
Mar 01, 2026 |
|
329. Digital Estate Planning: What Happens to Your Online Life?
|
Feb 22, 2026 |
|
328. Do Pilot Unions Really Make You Richer? The Economics of Collective Bargaining
|
Feb 15, 2026 |
|
327. What Tax Planning Strategies Should You Implement for 2026?
|
Feb 08, 2026 |
|
326. Why Crypto Still Confuses Investors
|
Feb 04, 2026 |
|
325. What Are The Biggest Financial Scams Right Now?
|
Feb 01, 2026 |
|
324. How Can We Build a Strong Future for Our Special Needs Child?
|
Jan 25, 2026 |
|
323. 2025 Market Recap & 2026 Outlook: What’s Ahead for Investors
|
Jan 18, 2026 |
|
322. How Airline Pilots Can Make the Most of Their Profit-Sharing Bonus
|
Jan 11, 2026 |
|
321. 10 Financial Resolutions to Kick Off the New Year Right
|
Jan 04, 2026 |
|
320. How to Set Smarter Financial Goals for the New Year
|
Dec 28, 2025 |
|
319. How to Retire Early Without Running Out of Money
|
Dec 21, 2025 |
|
318. What Is a Power of Attorney and Why Does Everyone Need One?
|
Dec 14, 2025 |
|
317. Pilots Start Here
|
Dec 07, 2025 |
|
316. The Best Whiskeys to Gift in 2025
|
Nov 30, 2025 |
|
315. Is $1 Million Enough to Retire? Let’s Run the Numbers
|
Nov 23, 2025 |
|
314. The Simple Estate Planning Error That Could Hurt Your Family
|
Nov 16, 2025 |
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313. How Can You Help Your Parents Plan Financially for The Future?
|
Nov 09, 2025 |
|
312. Is Crypto Right for You?
|
Nov 05, 2025 |
|
311. Smart Charitable Giving Before December 31st
|
Nov 02, 2025 |
|
310. How Can You Travel the World in Retirement?
|
Oct 26, 2025 |
|
309. Financial Planning Tools for Pilots, By a Former Airline Pilot
|
Oct 19, 2025 |
|
308. The Silent Tax: How Inflation Erodes Your Retirement
|
Oct 12, 2025 |
|
307. Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them
|
Oct 05, 2025 |
|
306. Crypto in Your 401(k)? The Future of Retirement Investing
|
Oct 01, 2025 |
|
305. Just Moved to a New State? Here’s Your Financial To-Do List
|
Sep 28, 2025 |
|
304. Under the Radar: Wealth Strategies for the Quietly Rich
|
Sep 21, 2025 |
|
303. Pilot’s Guide to Financial Turbulence: Planning for Medical Disabilities
|
Sep 14, 2025 |
|
302. What should I do five years before I retire?
|
Sep 08, 2025 |
|
301. Crypto Update: Clarity Act, GENIUS Act, and Stablecoins
|
Sep 03, 2025 |
|
300. Built to Last: The History and Future of Wiser Wealth Management
|
Sep 01, 2025 |
|
299. Financial Conversations Every Couple Should Have Before Saying 'I Do'
|
Aug 25, 2025 |
|
298. America's Balance Sheet: A Financial Advisor's Deep Dive into National Debt
|
Aug 18, 2025 |
|
297. The Stay-at-Home Equation: Financial Aspects of Leaving the Workforce
|
Aug 11, 2025 |
|
296. Crypto Update: Big Beautiful Bill, GENIUS Act, & Crypto Company IPOs
|
Aug 06, 2025 |
|
295. What Happens If You Die Without a Will? The Legal Nightmare
|
Aug 04, 2025 |
|
294. What Flying a Plane Teaches Us About Financial Risk
|
Jul 28, 2025 |
|
293. Retirement for Business Owners: Selling Your Business or Passing It On
|
Jul 21, 2025 |
|
292. Is an MBA Worth the Investment?
|
Jul 14, 2025 |
|
291. How is Financial Planning Different for Entrepreneurs
|
Jul 07, 2025 |
|
290. Is gold still a good investment?
|
Jun 30, 2025 |
|
289. Are Pensions Worth the Wait? The Golden Handcuffs Debate
|
Jun 23, 2025 |
|
288. What is the FAFSA, and how does it work?
|
Jun 16, 2025 |
|
287. The Financial $tuff They Don’t Teach You in School
|
Jun 09, 2025 |
|
286. How can I evaluate crypto as a potential investment?
|
Jun 04, 2025 |
|
285. Fear, Greed, and the Markets: Mastering Emotional Investing (Part 2)
|
Jun 02, 2025 |
|
284. Fear, Greed, and the Markets: Mastering Emotional Investing (Part 1)
|
May 26, 2025 |
|
283. How to Manage a Sudden Money Windfall: IPOs, Business Sales, or Inheritance
|
May 19, 2025 |
|
282. Is Private Credit Right for You? Pros, Cons & Considerations
|
May 12, 2025 |
|
281. Crypto Update: Tariffs, Ripple’s Victory, and What’s Next for Investors
|
May 07, 2025 |
|
280. The Ex-Factor: Your Social Security Rights After Divorce
|
May 05, 2025 |
|
279. What Should Parents of Children with Disabilities Know About Estate Planning?
|
Apr 28, 2025 |
|
278. Avoid These Common Mistakes After Receiving a Large Inheritance
|
Apr 21, 2025 |
|
277. Tariffs, Trump, and Turbulence: Making Sense of Market Mayhem
|
Apr 14, 2025 |
|
276. How to Make Sure You're Ready for Retirement
|
Apr 07, 2025 |
|
275. Crypto Update: The U.S. Bitcoin Reserve, SBF’s Prison Interview, and 24-Hour Nasdaq Trading
|
Apr 02, 2025 |
|
274. Buying a Home in the Best School District: What You Need to Know
|
Mar 31, 2025 |
|
273. How Early Retirement Affects Pilot Benefits
|
Mar 24, 2025 |
|
272. Why should I pay a financial advisor to invest in low-cost ETFs?
|
Mar 17, 2025 |
|
271. How to Build Lasting Wealth in Your 20s and 30s: Tips for Financial Freedom
|
Mar 10, 2025 |
|
270. Crypto Update: Meme Coin Resurgence, ByBit Hack & Crypto Taxation
|
Mar 05, 2025 |
|
269. What College Expenses are Tax Deductible for Parents?
|
Mar 03, 2025 |
|
268. Top Financial Mistakes and How to Avoid Them
|
Feb 17, 2025 |
|
267. The 2025 Housing Market: Trends, Changes, and What to Expect
|
Feb 10, 2025 |
|
266. Crypto Update: SpaceX Uses Stablecoins, Trump’s Meme Coin & Altcoin ETF Filings
|
Feb 05, 2025 |
|
265. Roth 401(k) vs. Roth IRA: Which One is Right for You?
|
Feb 03, 2025 |
|
264. Shaping the Future of Aviation: Key Leadership Skills for Pilots
|
Jan 27, 2025 |
|
263. Trump’s Economic Policies: Tax, Tariffs, and More
|
Jan 20, 2025 |
|
262. Optimizing Your Tax Plan for 2025: Key Moves to Make
|
Jan 13, 2025 |
|
261. 2025 Market Outlook: Navigating the Year Ahead
|
Jan 06, 2025 |
|
260. 10 Financial Habits That Lead to Long-Term Success
|
Dec 30, 2024 |
|
259. What Pilots (& Others) Should Consider 5 Years Before Mandatory Retirement
|
Dec 16, 2024 |
|
258. The True Cost of the Holidays: How Much Are We Really Spending?
|
Dec 09, 2024 |
|
257. The Election Outcome Impact on Crypto, BTC ETFs, and Bitwise Files for Index Product
|
Dec 04, 2024 |
|
256. The Best Whiskeys to Gift in 2024
|
Dec 02, 2024 |
|
255. The Power of Generosity and Its Impact On Your Finances
|
Nov 25, 2024 |
|
254. Closing the Year Strong: Key Financial Moves Before Year-End
|
Nov 18, 2024 |
|
253. Navigating the Future of the Airline Industry
|
Nov 11, 2024 |
|
252. The Crypto Agenda: SEC's Next Moves, BTC ETFs, and Kamala Harris' Crypto Policy
|
Nov 04, 2024 |
|
251. Shawna Theriault’s Road to Becoming a Financial Advisor
|
Nov 04, 2024 |
|
250. Celebrating 250 Episodes: Our Top Financial Success Stories
|
Oct 28, 2024 |
|
249. How Smart Financial Planning Led to Living on a Catamaran Full-Time
|
Oct 21, 2024 |
|
248. 2025 Medicare Changes: What You Need to Know
|
Oct 14, 2024 |
|
247. Why It’s Crucial to Separate Your Business and Personal Assets
|
Oct 07, 2024 |
|
246. SEC v. Ripple Lawsuit Resolved, BTC ETFs, and the Election
|
Oct 02, 2024 |
|
245. Strategies for Early Retirement and Long-Term Security
|
Sep 30, 2024 |
|
244. Financial Steps to Take After the Loss of a Loved One
|
Sep 23, 2024 |
|
243. Investment Strategy in an Election Year: Is a Market Correction Coming?
|
Sep 16, 2024 |
|
242. Financial Tips for Women to Secure Their Future
|
Sep 09, 2024 |
|
241. The Heart and History of Wiser Wealth Management with President, Casey Smith
|
Sep 02, 2024 |
|
240. The Benefits of Diversified Income Streams
|
Aug 26, 2024 |
|
239. How can I reduce my current taxable income?
|
Aug 19, 2024 |
|
238. Is Instant Gratification Ruining Your Financial Goals?
|
Aug 12, 2024 |
|
237. Estate Planning for Crypto Assets
|
Aug 07, 2024 |
|
236. Be Your Own Bank with Life Insurance - Is this legit?
|
Aug 05, 2024 |
|
235. Investing in Index Funds: Benefits and Strategies
|
Jul 29, 2024 |
|
234. Pilots, Maximize Your 401(k) Contributions!
|
Jul 22, 2024 |
|
233. How Second Marriages and Blended Families Impact Estate Planning
|
Jul 15, 2024 |
|
232. Is the backdoor Roth IRA strategy right for you?
|
Jul 08, 2024 |
|
231. The State of RIA Crypto Education, ETH ETFs, and the Memecoin Frenzy
|
Jul 03, 2024 |
|
230. What Can and Can't be Included in a Prenup
|
Jul 01, 2024 |
|
229. How do I avoid capital gains tax?
|
Jun 24, 2024 |
|
228. How to Choose the Right Franchise with Jon Ostenson
|
Jun 17, 2024 |
|
227. I’ve inherited $200k, what should I do?
|
Jun 10, 2024 |
|
226. SWIFT Plans to Launch CBDC, Binance Founder CZ Sentenced, & Ethereum ETF News
|
Jun 05, 2024 |
|
225. Will the 2024 presidential election influence the stock market?
|
Jun 04, 2024 |
|
224. Living in the Moment While Planning for the Future
|
May 27, 2024 |
|
223. Should you buy a house in 2024?
|
May 20, 2024 |
|
222. When should I claim Social Security if I don’t need it?
|
May 13, 2024 |
|
221. How to Prioritize Financial Goals
|
May 06, 2024 |
|
220. Is Bitcoin more than digital gold?
|
May 01, 2024 |
|
219. Do you have a wealth preservation plan?
|
Apr 29, 2024 |
|
218. Budgeting Tips for Pilots with a Variable Income
|
Apr 22, 2024 |
|
217. What are the best and worst states to retire to?
|
Apr 15, 2024 |
|
216. What are alternative investments? Should you be invested in them?
|
Apr 08, 2024 |
|
215. Happy Financial Literacy Month!
|
Apr 01, 2024 |
|
214. What is disability insurance and do I need it?
|
Mar 25, 2024 |
|
213. How do I terminate a relationship with my financial advisor?
|
Mar 18, 2024 |
|
212. Medical Costs During Retirement and Preparing for the Unexpected
|
Mar 11, 2024 |
|
211. Crypto and Technology Update
|
Mar 06, 2024 |
|
210. How can I set my child up for financial success?
|
Mar 04, 2024 |
|
209. Alimony vs Child Support: What are the differences?
|
Feb 26, 2024 |
|
208. How Direct Indexing Benefits High Net Worth Individuals
|
Feb 19, 2024 |
|
207. What are the biggest struggles of a small business owner?
|
Feb 12, 2024 |
|
206. Bitcoin ETF Launch Update, SEC's X Account Hacked, & Greyscale's Outflow
|
Feb 05, 2024 |
|
205. Financial Concerns that are Unlikely to Happen
|
Jan 29, 2024 |
|
204. From Flight School to Financial Freedom: Building Wealth in the Aviation Industry
|
Jan 22, 2024 |
|
203. How to Create a Realistic Travel Budget with Amy Rambo
|
Jan 15, 2024 |
|
202. Bitcoin Halving and the Upcoming Bull Run
|
Jan 10, 2024 |
|
201. 2023 Market Recap and 2024 Market Predictions
|
Jan 08, 2024 |
|
200. Setting and Achieving Financial Goals in the New Year
|
Jan 01, 2024 |
|
199. What to Do When Your Crazy Uncle Wants to Talk Economics Over the Holidays
|
Dec 18, 2023 |
|
198. Real Estate Market Trends: What to Watch for in 2024 with Tom Townsend
|
Dec 11, 2023 |
|
197. Will financial advisors be using bitcoin ETFs soon?
|
Dec 06, 2023 |
|
196. Your Year-End Financial Planning Checklist
|
Dec 04, 2023 |
|
195. Is the 60/40 portfolio really dead?
|
Nov 27, 2023 |
|
194. Delta, American & United: Who's Got the Best Pilot Retirement Offering?
|
Nov 20, 2023 |
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193. Best Whiskeys to Gift in 2023
|
Nov 13, 2023 |
|
192. Estate Planning for Those that Travel Frequently or Live in Multiple States
|
Nov 06, 2023 |
|
191. Mutual Funds vs ETFs
|
Oct 30, 2023 |
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190. Year-End Tax Moves: Planning Ahead for a Stress-Free Tax Season with Jordan Sute Norton, CPA
|
Oct 18, 2023 |
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189. Taking Control of Finances for Your Aging Parents
|
Oct 16, 2023 |
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188. Current State of Healthcare and Medicare Open Enrollment with Logan Steele
|
Oct 09, 2023 |
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187. Ways Blockchain Will Change the World
|
Oct 04, 2023 |
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186. Market Up in 2023, but Choppy Waters Ahead
|
Oct 02, 2023 |
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185. Opportunity Funds - Where Dreams Become Reality
|
Sep 25, 2023 |
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184. What It’s Like Traveling Full-Time in Retirement with the Retirement Travelers
|
Sep 18, 2023 |
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183. How to Avoid Financial Conflict in Marriage
|
Sep 11, 2023 |
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182. Investing for the Long Haul: Creating a Retirement-Focused Investment Strategy
|
Sep 04, 2023 |
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181. 5 Common Financial Myths Debunked
|
Aug 28, 2023 |
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180. How does a Charitable Trust work?
|
Aug 21, 2023 |
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179. Long-Term Care Insurance: To Buy or Not to Buy?
|
Aug 14, 2023 |
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178. The Business of Financial Advice
|
Aug 07, 2023 |
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177. Crypto Special: XRP Gets Clarity
|
Aug 02, 2023 |
|
176. Tips to Grow and Scale Your Small Business with Marty Paradise
|
Jul 31, 2023 |
|
175. Passing Down Generational Wealth
|
Jul 24, 2023 |
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174. 2023 Tax Credits You Should Know About
|
Jul 17, 2023 |
|
173. Making the Most of Your Airline 401k
|
Jul 10, 2023 |
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172. Crypto Special: Tips to Secure Your Passwords and Cryptocurrency Assets
|
Jul 05, 2023 |
|
171. I've inherited money, now what?
|
Jul 03, 2023 |
|
170. How much money do you need to retire?
|
Jun 26, 2023 |
|
169. How the 2024 Election Will Affect Your Portfolio
|
Jun 19, 2023 |
|
168. Everything You Need to Know About 529 Plans
|
Jun 12, 2023 |
|
167. Crypto Special: The SEC and Crypto
|
Jun 07, 2023 |
|
166. A Million Dollar Morning Routine
|
Jun 05, 2023 |
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165. 5 Principles of Successful Investing
|
May 29, 2023 |
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164. Real Estate Market Update & What Should You Do With Your Old 401k?
|
May 17, 2023 |
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163. How to Maximize Earnings on Your Cash Reserves
|
May 15, 2023 |
|
162. Is your retirement plan ready for takeoff?
|
May 08, 2023 |
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161. Crypto Special: Why Crypto is So Confusing to the Average Investor
|
May 01, 2023 |
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160. How Finances Affect Divorce
|
Apr 24, 2023 |
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159. Steps You Can Take to Retire Early
|
Apr 17, 2023 |
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158. How much can you spend in retirement?
|
Apr 10, 2023 |
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157. Crypto Special: Where Crypto is Headed with Don Friedman, President of DACFP
|
Apr 05, 2023 |
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156. After the SVB Collapse, Should People be Concerned About Banks?
|
Apr 03, 2023 |
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155. Key Things to Know About Medicare Enrollment
|
Mar 27, 2023 |
|
154. Investing Through Times of Fear
|
Mar 20, 2023 |
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153. How to Recover Financially after Divorce
|
Mar 13, 2023 |
|
152. 10 Tax Planning Strategies for High Net Worth Individuals
|
Mar 06, 2023 |
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151. Crypto Special: Crypto is Here to Stay
|
Mar 01, 2023 |
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150. Can Tax-Loss Harvesting Improve Your Investing Returns?
|
Feb 27, 2023 |
|
149. How to inflation-proof your retirement portfolio?
|
Feb 20, 2023 |
|
148. ChatGPT and Strategies for Managing Risk in a Portfolio
|
Feb 13, 2023 |
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147. Market Update and What to Know about Rule 72t and Early Retirement
|
Feb 06, 2023 |
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146. The Power of Life Insurance to Meet your Family’s Goals
|
Jan 30, 2023 |
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145. Dying without Estate Planning: Do you hate your family?
|
Jan 23, 2023 |
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144. Are you planting financial seeds for the next generation?
|
Jan 16, 2023 |
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143. Financial Success is Intentional
|
Jan 09, 2023 |
|
142. How to Set 2023 Goals You Can Keep
|
Jan 02, 2023 |
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141. What is Holistic Financial Planning?
|
Dec 26, 2022 |
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140. Tips for Making a Smooth Transition Into Retirement
|
Dec 19, 2022 |
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139. Financial Planning in Your 60s
|
Dec 12, 2022 |
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138. Making Your Business Less Dependent on You
|
Dec 05, 2022 |
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137. Financial Planning in Your 50s
|
Nov 28, 2022 |
|
136. Financially Preparing for Your High-Schooler to go to College
|
Nov 21, 2022 |
|
135. How to Start and Grow a Business
|
Nov 14, 2022 |
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134. Financial Planning in Your 40s
|
Nov 07, 2022 |
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133. What Financial Planners Wish You Knew About Buying Your First Home
|
Oct 31, 2022 |
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132. Financial Planning in Your 30s
|
Oct 24, 2022 |
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131. Money Management Tips for Recent College Graduates
|
Oct 17, 2022 |
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130. Financial Planning in Your 20s
|
Oct 10, 2022 |
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129. How Financial Planning Looks Different in Every Decade of Your Life
|
Oct 03, 2022 |
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128. Transferring Wealth from Generation to Generation
|
Sep 26, 2022 |
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127. The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It
|
Sep 19, 2022 |
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126. How can insurance protect your wealth?
|
Sep 08, 2022 |
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125. Leave a Legacy of Generosity
|
Sep 05, 2022 |
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124. Financial Literacy is Vital... for Everyone!
|
Aug 29, 2022 |
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123. Estate Planning for Young Adults
|
Aug 22, 2022 |
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122. Succession Planning for Small Business Owners
|
Aug 15, 2022 |
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121. Designing Your Portfolio to Leave a Lasting Legacy
|
Aug 08, 2022 |
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120. Finding the Right Estate Planning Attorney for You
|
Aug 01, 2022 |
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119. Choosing a CPA to Meet Your Estate Planning Needs
|
Jul 25, 2022 |
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118. What to Look For in a Financial Advisor
|
Jul 18, 2022 |
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117. What is Generational Wealth and How Do You Preserve It? With James E. Hughes Jr.
|
Jul 11, 2022 |
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116. Are You Striving to Leave a Purposeful Legacy?
|
Jul 04, 2022 |
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115. What Could Happen if You Don't Prepare for Retirement
|
Jun 27, 2022 |
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114. Staying Active in Retirement
|
Jun 20, 2022 |
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113. Finding Purpose in Life After Retirement with Tara Arnold, PhD, LCSW, CEDS-S, RYT-200
|
Jun 14, 2022 |
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112. How Retirement Can Affect Mental and Physical Health
|
Jun 06, 2022 |
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111. Differences between Medicare A, B, D, Medigap and Advantage
|
May 30, 2022 |
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110. How Does Healthcare Work in Retirement?
|
May 23, 2022 |
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109. Common Social Security Questions Answered
|
May 16, 2022 |
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108. How Do I Maximize Social Security Benefits?
|
May 09, 2022 |
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107. Get Rid of Debt Before You Retire
|
May 02, 2022 |
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106. Create a Cash Flow Strategy for Retirement
|
Apr 25, 2022 |
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105. Do Dividend Strategies Still Work?
|
Apr 18, 2022 |
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104. An Investment Portfolio Built for Retirement
|
Apr 11, 2022 |
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103. Your Pre-Retirement Checklist
|
Apr 04, 2022 |
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102. Low Cost, Diversified, Long-Term Investing
|
Mar 25, 2022 |
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101. What is Portfolio Diversification?
|
Mar 21, 2022 |
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100. Performance Benchmarks for Your Portfolio
|
Mar 14, 2022 |
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99. Should Cryptocurrency Be In Your Portfolio?
|
Mar 07, 2022 |
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98. Digital Assets: Is Bitcoin a Threat to the US Government?
|
Mar 02, 2022 |
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97. Are Alternative Investments Right For You?
|
Mar 01, 2022 |
|
96. Small Cap ETF Selection Process
|
Feb 21, 2022 |
|
95. ESG: Scam or Saving the World?
|
Feb 14, 2022 |
|
94. Selecting the Best Technology ETF for Your Portfolio
|
Feb 07, 2022 |
|
93. Digital Assets: A US Dollar Crypto?
|
Feb 02, 2022 |
|
92. Choosing The Right Investment Fund is Crucial
|
Feb 01, 2022 |
|
91. Is Your Behavior Affecting Your Portfolio?
|
Jan 24, 2022 |
|
90. Q4 2021 Market Commentary
|
Jan 19, 2022 |
|
89. Active vs Passive Investing
|
Jan 17, 2022 |
|
88. The Cost of Investing
|
Jan 11, 2022 |
|
87. Strategies to Grow and Protect Your Portfolio
|
Jan 03, 2022 |
|
86. Important things to Know About Taxes
|
Dec 27, 2021 |
|
85. Digital Assets: WisdomTree Launches Cryptocurrency Index
|
Dec 23, 2021 |
|
84. What is a 1031 Exchange?
|
Dec 20, 2021 |
|
83. Commonly Missed Tax Deductions for Business Owners
|
Dec 13, 2021 |
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82. Tax Differences Between an S Corp, C Corp, and LLC
|
Dec 06, 2021 |
|
81. What is Tax Loss Harvesting?
|
Nov 29, 2021 |
|
80. Digital Assets: Bitcoin in Your Portfolio
|
Nov 26, 2021 |
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79. Tax Strategies to Avoid & How to Negotiate with the IRS
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Nov 22, 2021 |
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78. Retirement Tax Savings for Employees and Small Business Owners
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Nov 15, 2021 |
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77. Tips for Moving to Lower Tax States
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Nov 08, 2021 |
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76. A Tax Credit that Helps the Community: Wellstar Foundation and Kenya Connection
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Nov 01, 2021 |
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75. A Tax Credit that Helps the Community: Georgia GOAL
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Oct 26, 2021 |
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74. Digital Assets: New ETF Launches
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Oct 22, 2021 |
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73. What are Donor Advised Funds?
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Oct 20, 2021 |
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72. Q3 2021 Market Commentary
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Oct 18, 2021 |
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71. How to Find the Right CPA for You
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Oct 13, 2021 |
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70. 10 Important Things to Know About Taxes
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Oct 06, 2021 |
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69. Achieve Financial Success in Retirement
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Sep 29, 2021 |
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68. Leveraging Your Wealth in Retirement
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Sep 22, 2021 |
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67. Maximizing Social Security
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Sep 15, 2021 |
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66. Enter Retirement Debt Free
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Sep 08, 2021 |
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65. Help the Persecuted: Afghanistan
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Sep 03, 2021 |
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64. Maintain Investing Discipline During Retirement
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Sep 01, 2021 |
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63. Building & Maintaining Cash Reserves in Retirement
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Aug 25, 2021 |
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62. Managing Cash Flow in Retirement
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Aug 18, 2021 |
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61. 5 Steps to Financial Success in Retirement
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Aug 11, 2021 |
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60. Withdrawal Strategies for Retirees
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Aug 04, 2021 |
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59. Portfolio Returns During Retirement
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Jul 28, 2021 |
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58. Q2 2021 Market Commentary
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Jul 21, 2021 |
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57. Opportunities Missed on Tax Returns
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Jul 14, 2021 |
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56. Digital Currency in 2021: What to Know
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Jul 07, 2021 |
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55. 4 ETFs Your Portfolio Needs
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Jun 30, 2021 |
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54. Hiring the Right Financial Advisor
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Jun 23, 2021 |
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53. Invest Now, In this Market?
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Jun 16, 2021 |
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52. What is a CERTIFIED FINANCIAL PLANNER™?
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Jun 09, 2021 |
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51. Is there a Looming Real Estate Crash?
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Jun 02, 2021 |
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50. The Truth About Investing In Gold
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May 26, 2021 |
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49. 4 Steps to be Wealthy
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May 19, 2021 |
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48. Community Spotlight: Orrin "Checkmate" Hudson
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May 12, 2021 |
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47. How do I retire without a mortgage?
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May 05, 2021 |
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46. Financial Terms Everyone Should Know
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Apr 28, 2021 |
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45. Inflation Protecting your Portfolio
|
Apr 21, 2021 |
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44. Q1 2021 Market Commentary
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Apr 14, 2021 |
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43. What is Custom Indexing?
|
Apr 07, 2021 |
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42. SPACs: Special Purpose Acquisition Companies
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Mar 31, 2021 |
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41. Lump Sum or Dollar Cost Averaging?
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Mar 24, 2021 |
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40. Is ESG investing right for you?
|
Mar 17, 2021 |
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39. Building Portfolios with ETFs
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Mar 10, 2021 |
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38. What is an Exchange Traded Fund (ETF)?
|
Mar 03, 2021 |
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37. Should I pay off my mortgage?
|
Feb 25, 2021 |
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36. Digital Currencies in a Bull Market
|
Feb 17, 2021 |
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35. GameStop Mania Explained
|
Feb 10, 2021 |
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34. College Admissions 101: How to Prepare Your Student for College
|
Feb 03, 2021 |
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33. Dividend Investment Strategies...Dead in this Growth World?
|
Jan 27, 2021 |
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32. Section 230 & Free Speech
|
Jan 20, 2021 |
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31. 5 Topics of the Week
|
Jan 13, 2021 |
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30. Market Picks for 2021
|
Jan 06, 2021 |
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29. Are you ready for retirement?
|
Dec 29, 2020 |
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28. Book Review: The Psychology of Money by Morgan Housel
|
Dec 22, 2020 |
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27. 2020 Year End Planning Strategies
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Dec 15, 2020 |
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26. Community Spotlight - Christy Carr Betz with Giving Grace
|
Dec 08, 2020 |
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25. November 2020 Market Update
|
Dec 01, 2020 |
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24. Special Aviation Edition: Coping with a Job Loss
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Nov 18, 2020 |
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23. Life Insurance with Randy Hargett
|
Nov 11, 2020 |
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22. Where's the Yield?
|
Nov 04, 2020 |
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21. Avoid A Financial Advisor Who...
|
Oct 28, 2020 |
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20. Biden vs Trump Tax Plan
|
Oct 21, 2020 |
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19. Q3 2020 Market Commentary
|
Oct 14, 2020 |
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18. Estate Planning with Megan Flores
|
Oct 07, 2020 |
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17. Real Estate with Tom Townsend
|
Sep 30, 2020 |
|
16. Long-term Care with Randy Hargett
|
Sep 23, 2020 |
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15. Medicaid & Nursing Homes
|
Sep 16, 2020 |
|
14. Are Digital Currencies Right For You?
|
Sep 09, 2020 |
|
13. Community Spotlight: Orrin "Checkmate" Hudson
|
Sep 02, 2020 |
|
12. August 2020 Market Commentary
|
Aug 27, 2020 |
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11. Everything 401k
|
Aug 18, 2020 |
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10. College Savings Tips
|
Aug 11, 2020 |
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9. All Things Mortgages with Mary Ansley Southerland
|
Aug 06, 2020 |
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8. 2nd Quarter 2020 Market Update
|
Jul 15, 2020 |
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7. Your Behavior Could Be Costing You Your Future
|
Jul 08, 2020 |
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6. 5 Ways to Recession Proof your Household
|
Jul 01, 2020 |
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5. Working from Home and your Portfolio
|
Jun 25, 2020 |
|
4. Covid-19 Recovery
|
Jun 17, 2020 |
|
3. How to Build an Investment Portfolio
|
Jun 16, 2020 |
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2. The Business of Financial Advice
|
Jun 11, 2020 |
|
1. What is Financial Planning?
|
Jun 11, 2020 |