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/
Episodes
340 episodes
340. 25 Years Of Wiser Wealth Management
Celebrating 25 years in business offers a rare perspective, one shaped by market booms, financial crises, industry shifts, and, most importantly, real client experiences. In this episode of A Wis...
339. How To Know If You Can Retire In Five Years? Without Guessing!
About 70% of Americans feel confident about retiring, but most don’t actually have a plan. Confidence without clarity isn’t confidence at all, it’s hope. In this episode of the A Wiser Retirement...
338. Real Passive Income: What's Legit and What's Not
Passive income is one of the most talked-about wealth-building strategies today, but it’s also one of the most misunderstood. From rental properties to online side hustles, many income streams labeled “passive” actually require far more time, e...
337. What Should Be Included in a Financial Plan?
Most people don’t actually have a financial plan, they have a scattered collection of accounts, insurance policies, and investments they’ve picked up over time. In this episode of A Wiser Retirem...
336. Owning Together: What Could Go Wrong?
Owning property with others, whether it’s a spouse, sibling, friend, or business partner, can seem like a smart financial move. It can reduce costs, create investment opportunities, and simplify certain aspects of ownership. But without proper ...
335. When Should You Take Over Your Parents' Finances?
There is a moment many families are not prepared for: when the roles begin to shift. One day, your parents are helping you make big financial decisions, and the next, you are wondering whether they need help managing their own money. It is emot...
334. What is a Better Alternative to an Annuity?
Annuities are often marketed as the safe, guaranteed, no-risk answer for retirement income. For many retirees, that promise can sound incredibly appealing, especially during volatile markets or uncertain economic times. But the reality is far m...
333. What If Social Security Disappeared?
More than 70 million Americans receive Social Security benefits every month. For millions of retirees, disabled workers, and surviving family members, that monthly check is a crucial part of their financial st...
332. The 2026 Housing Market: Trends, Changes, and What to Expect
Housing affects nearly every part of life, whether you rent, own, invest, or you’re just trying to keep up with rising costs. In this episode of A Wiser Retirement® Podcast, we sit down ...
331. Crypto, Retirement, and Taxes: What’s the Strategy?
Crypto is becoming a bigger part of retirement conversations, but how does it actually fit into a coordinated tax and estate strategy? In this episode of A Wiser Retirement® Podcast, we ...
330. How to Build a Business That Funds Your Life, Not Consumes It
A lot of entrepreneurs start a business for the same reason: freedom. Freedom to set their schedule, choose their clients, and build something meaningful. But for many owners, the reality flips suddenly the business can’t function without them,...
329. Digital Estate Planning: What Happens to Your Online Life?
In today’s world, much of our financial, personal, and sentimental lives live online. From bank accounts and crypto wallets to photos, emails, and social media profiles, your digital assets don’t disappear when you’re gone. If they’re not plann...
328. Do Pilot Unions Really Make You Richer? The Economics of Collective Bargaining
Airline pilots love to debate (and sometimes complain about) unions, but do pilot unions actually make pilots “richer”? In this episode of A Wiser Retirement® Podcast, we break down what...
327. What Tax Planning Strategies Should You Implement for 2026?
As a new tax year begins, it brings important updates that can significantly impact your retirement and tax strategy. On this episode of the A Wiser Retirement® Podcast, we break down wh...
326. Why Crypto Still Confuses Investors
Crypto continues to be one of the most misunderstood areas of investing. In this episode of A Wiser Retirement® Podcast, we sit down with Robert Swarthout, Founder and CEO of
325. What Are The Biggest Financial Scams Right Now?
If someone called you today claiming your bank account was hacked, would you know exactly how to respond? In this episode of A Wiser Retirement® Podcast, we dive into the latest financia...
324. How Can We Build a Strong Future for Our Special Needs Child?
Families navigating a special needs diagnosis often find themselves overwhelmed, emotional, and unsure where to begin. In this episode of A Wiser Retirement® Podcast, Casey Smith sits do...
323. 2025 Market Recap & 2026 Outlook: What’s Ahead for Investors
In this episode of A Wiser Retirement® Podcast, we break down what really drove the market’s double-digit gains in 2025, from AI winners to international outperformance. We also explore ...
322. How Airline Pilots Can Make the Most of Their Profit-Sharing Bonus
It’s bonus season for airline pilots, and while profit-sharing payouts can be substantial, they can also disappear just as quickly without a plan. In this episode of A Wiser Retirement® Podcast
321. 10 Financial Resolutions to Kick Off the New Year Right
It’s January 5th. Your financial app chirps, “You’re on the best financial track ever!” Do you believe it? Probably not, because we’ve all seen New Year’s momentum fade fast. On this episode of the <...
320. How to Set Smarter Financial Goals for the New Year
A new year is a natural reset button and a perfect time to get intentional about money. On this episode of the A Wiser Retirement® Podcast, we share how most Americans enter the year wit...
319. How to Retire Early Without Running Out of Money
Early retirement is a dream for a lot of people and it can be possible, but only if you plan for it the right way. On this episode of the A Wiser Retirement® Podcast, the conver...
318. What Is a Power of Attorney and Why Does Everyone Need One?
If something unexpected happened tomorrow, who would make decisions for you? That’s the big question at the heart of this episode of the A Wiser Retirement® Podcast, where Shawna Theriau...