A Wiser Retirement®
Many people worry about making the wrong financial decisions, especially when it comes to retirement. On A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management, is joined by another financial advisor from our firm or a special guest to discuss retirement planning, tax strategies, investing, risk management, estate planning, and more. We believe financial advice should always be conflict-free, and we’re here to help you make smarter financial choices. Tune in for new episodes every week!
Podcasting since 2020 • 243 episodes
A Wiser Retirement®
Latest Episodes
243. Investment Strategy in an Election Year: Is a Market Correction Coming?
Is a market correction on the horizon? In this episode of the A Wiser Retirement® Podcast, we discuss key strategies for investing during an election year. We explore the stock market's average rise during election years, emphasizing the value ...
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Episode 243
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44:14
242. Financial Tips for Women to Secure Their Future
Can financial knowledge and independence unlock a better future for women? In this episode of A Wiser Retirement® Podcast, we explore essential steps women can take to control their financial destinies. We address challenges faced by divorced w...
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Episode 242
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28:52
241. The Heart and History of Wiser Wealth Management with President, Casey Smith
Wiser Wealth Management was founded with a clear mission: to do the right thing and make a positive impact on people’s lives. Michaela Dowdy interviews Casey Smith about the history behind Wiser Wealth Management, giving listeners a chance to g...
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Episode 241
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53:03
240. The Benefits of Diversified Income Streams
Ever wondered how diversified income streams can shape your financial future? In this episode, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, dive into the significance of diversified income streams, from real estate and dividend-paying st...
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Episode 240
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36:00
