A Wiser Retirement®
From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom!
A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about our services, schedule a complimentary consultation to meet with one of our financial advisors: https://wiserinvestor.com/schedule/.
A Wiser Retirement®
305. Just Moved to a New State? Here’s Your Financial To-Do List
In this episode of A Wiser Retirement® Podcast, Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA® is joined by Financial Advisor William Medcalf, CFP® to discuss the financial implications of moving across state lines, and how a change in location can also mean major changes to your financial life.
Related Podcast Episodes:
- Ep 77: Tips for Moving to Lower Tax States
- Ep 274: Buying a Home in the Best School District: What You Need to Know
Related YouTube Videos:
Should I invest in real estate or stocks?
Second Home Considerations: Tax Implications of Multiple Residences
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This podcast was produced by Wiser Wealth Management. Thanks for listening!