Wiser Wealth Management Launches Wiser Roundtable Podcast

Staff Report

Wednesday, July 15th, 2020

Wiser® Wealth Management, a fee-only, fiduciary financial planning firm, has announced the launch of the Wiser® Roundtable podcast. The weekly podcast will feature the team of Casey T. Smith, Brad Lyons, CFP® and Matthews Barnett, CFP®, ChFC®, CLU®, exploring topics related to personal finance, investing and relevant financial business news and topics. The Wiser® Wealth Management Roundtable podcast believes the best financial advice should be conflict-free.

In the first episode, the team explores the business of financial advice and how financial advisors are compensated.  Three types of financial advice are explored: Fee-only, Fee-based and investment sales. Listeners will learn how to differentiate between the various business models and what questions to ask an advisor. Other episodes include why you should have a financial plan, how to build an investment portfolio and five ways to recession proof your household.

President Casey T. Smith describes the Wiser® Roundtable podcast as “one more way for us to inform clients and everyday investors on important matters related to personal finance, retirement planning and investing. This podcast provides another platform to voice what we are passionate about, which is helping families and businesses on their journey to financial freedom. It also allows us to educate more people on the importance of finding and using a fiduciary and fee-only financial advisor.”

Listeners can find the Wiser® Roundtable podcast on their favorite podcast listening app like Apple Podcasts, Google PodcastsTuneIn RadioStitcher and Spotify. For show notes and full episodes, check out the Wiser® Wealth Management blog.

To find out more about Wiser® Wealth Management, visit www.wiserinvestor.com. Fans are encouraged to ‘Like’ Wiser Wealth Management on Facebook, follow on Twitter, follow on Instagram and view on LinkedIn to stay up to date on all news and events.