A Wiser Retirement®

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/

Co-host

Shawna Theriault, CFP®, CPA, CDFA®

Shawna Theriault, CFP®, CPA, CDFA®, Senior Financial Advisor, joined Wiser Wealth Management in 2024. Shawna comes to the firm with 29 years of financial industry experience and over 23 years of working for several large, independent RIA firms. She has served thousands of families, individuals, and business owners with their unique tax, financial, and estate planning needs. Her role within Wiser Wealth Management involves working with clients to formulate planning goals, develop and implement wealth management strategies, and monitor clients’ progress in working towards their financial and investment goals.

https://wiserinvestor.com/who-we-are/shawna-theriault/