Wiser Roundtable Podcast
Wiser Roundtable Podcast
Wiser Wealth Management
Welcome to the Wiser Wealth Management Roundtable, where we believe the best financial advice should always be conflict free! A weekly podcast hosted by Casey Smith, President of Wiser Wealth Management with cohosts Brad Lyons, CFP® and Matthews Barnett, CFP®, ChFC®, CLU®.
Digital Currencies in a Bull Market
Robert Swarthout joins Casey Smith to discuss digital assets and cryptocurrencies in a bull market. Robert is a serial tech entrepreneur and has a passion for researching and understanding digital currencies. www.wiserinvestor.com/blog
Feb 17, 2021
39 min
GameStop Mania Explained
Today's episode centers on the recent investment mania surrounding GameStop.  Before jumping in to explain the story to listeners - detailing investment developments, correcting misinformation, and sharing implications - Casey sets the tone well: this story makes him feel like an adult watching the antics of a group of wealthy toddlers! www.wiserinvestor.com/blog
Feb 10, 2021
36 min
College Admissions 101: How to Prepare Your Student for College
Host Casey Smith is joined today by co-host and colleague Brad Lyons, as well as guest Wendy Williams. Wendy is the founder and owner of Williams Educational Consultants, an organization offering assistance with K-12 school placement, college and graduate school admission, and career placement. She joins Casey and Brad to discuss the particular topic of college admissions, explaining the process, exploring financial ramifications, and more! wiserinvestor.com/blog
Feb 3, 2021
36 min
Dividend Investment Strategies...Dead in this Growth World?
The team discusses dividend investment strategies and how those strategies have changed in recent years as growth stock returns continue to far exceed those of value stocks.
Jan 27, 2021
24 min
Section 230 & Free Speech
The team explains the history and purpose of Section 230 which is the piece of internet legislation that has given social media companies the ability to censure a sitting President.
Jan 20, 2021
27 min
5 Topics of the Week
The team delves into five topics in the news this week.  Those include a summary of an interesting Wall Street Journal article, COVID relief part two, Bitcoin mania, the Georgia special elections and market volatility.
Jan 13, 2021
30 min
Market Picks for 2021
The team discusses their top fund picks and predictions for the market in 2021.
Jan 6, 2021
29 min
Are you ready for retirement?
The Wiser team discusses four categories you should consider as you prepare for retirement. Those categories include considering what kind of lifestyle you want, managing cash flow, portfolio management and finding a purpose in retirement. wiserinvestor.com/blog
Dec 29, 2020
18 min
Book Review: The Psychology of Money by Morgan Housel
The Wiser Wealth Roundtable team provides a book review of The Psychology of Money by Morgan Housel. In the book, Housel shares 19 short stories exploring the strange ways people think about money and teaches you how to make better sense of one of life's most important topics. The team discuss their favorite insights from the book and how Wiser Wealth applies many of the best practices Housel recommends in our investing decisions. www.wiserinvestor.com/blog
Dec 22, 2020
24 min
2020 Year End Planning Strategies
2020 has been a year for the record books and one that many may want to forget but never will. As the year winds down, it is important to assess whether or not you are executing some healthy year-end planning strategies to help with tax efficiency and also help increase the probability of success for future retirement goals. www.wiserinvestor.com/blog
Dec 15, 2020
21 min
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