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/.
Episodes
278 episodes
278. Avoid These Common Mistakes After Receiving a Large Inheritance
Receiving a large inheritance can be both a blessing and a challenge. While it offers the opportunity to improve your financial future, it also comes with important decisions that can impact your long-term stability. Without a clear plan, it's ...
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Episode 278
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34:09
277. Tariffs, Trump, and Turbulence: Making Sense of Market Mayhem
Tariffs, fiscal policy, and market volatility have become growing concerns for many investors. In this episode of A Wiser Retirement® Podcast, we unpack what tariffs are, how they work, and how c...
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Episode 277
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52:13
276. How to Make Sure You're Ready for Retirement
Join us on this episode of A Wiser Retirement® Podcast, where we break down the essential steps to help you prepare for a secure and fulfilling retirement. From creating a realistic budget and el...
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Episode 276
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33:06
275. Crypto Update: The U.S. Bitcoin Reserve, SBF’s Prison Interview, and 24-Hour Nasdaq Trading
Join us for this episode of A Wiser Retirement® Podcast as we explore the U.S. government's growing Bitcoin holdings and the potential creation of an official Bitcoin reserve, a proposal...
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Episode 275
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28:33
274. Buying a Home in the Best School District: What You Need to Know
Join us on this episode of A Wiser Retirement® Podcast, as Casey Smith and Paul Montaperto from Family2Family Relocation discuss tips for fami...
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Episode 274
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40:10
273. How Early Retirement Affects Pilot Benefits
Are you a pilot contemplating the possibility of retiring early? Join us on this episode of A Wiser Retirement® Podcast, where we explore the complexities surrounding the decision to leave the co...
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Episode 273
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30:29
272. Why should I pay a financial advisor to invest in low-cost ETFs?
Join us on this episode of A Wiser Retirement® Podcast, where we explore why paying a financial advisor to invest in ETFs may be worth the cost, even when providers like Vanguard offer these fund...
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Episode 272
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40:56
271. How to Build Lasting Wealth in Your 20s and 30s: Tips for Financial Freedom
What steps should you take in your 20s and 30s to build sustainable wealth? In this episode of A Wiser Retirement® Podcast, we break down the key
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Episode 271
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34:10
270. Crypto Update: Meme Coin Resurgence, ByBit Hack & Crypto Taxation
Join us for this episode of A Wiser Retirement® Podcast, where we explore the latest changes shaping the cryptocurrency market. From the resurgence of meme coins to high-profile hacks an...
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Episode 270
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27:26
269. What College Expenses are Tax Deductible for Parents?
Managing college expenses can be overwhelming, but understanding available tax benefits can help parents reduce costs. Join us on this episode of A Wiser Retirement® Podcast as we discuss how the...
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Episode 269
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27:54
268. Top Financial Mistakes and How to Avoid Them
Are you curious about the top financial mistakes people make, and how to avoid them? Tune in to this episode of A Wiser Retirement® Podcast as Grace Kennedy, Financial Planning Associate...
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Episode 268
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44:51
267. The 2025 Housing Market: Trends, Changes, and What to Expect
Curious about where mortgage rates and home prices are headed in 2025? Tune in to this episode of A Wiser Retirement® Podcast as Tom Townsend, Realtor at
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Episode 267
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44:42
266. Crypto Update: SpaceX Uses Stablecoins, Trump’s Meme Coin & Altcoin ETF Filings
Join us for this episode of A Wiser Retirement® Podcast as we dive into the latest developments in the cryptocurrency market. We explore new regulatory efforts, Bitcoin’s recent price swings, and...
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Episode 266
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33:36
265. Roth 401(k) vs. Roth IRA: Which One is Right for You?
Curious about the difference between a Roth 401(k) and a Roth IRA? Join us on this episode of A Wiser Retirement® Podcast as we discuss key aspects of retirement planning, the importance of setti...
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Episode 265
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27:11
264. Shaping the Future of Aviation: Key Leadership Skills for Pilots
Pilots, do you want to elevate your leadership skills? Join us on this episode of A Wiser Retirement® Podcast, where we dive into the essential role of leadership development for pilots. We’ll di...
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Episode 264
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47:38
263. Trump’s Economic Policies: Tax, Tariffs, and More
Curious how Trump’s economic policies will impact your portfolio? Join us on this episode of A Wiser Retirement® Podcast as we talk about strategies for navigating market volatility, emphasizing ...
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Episode 263
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39:14
262. Optimizing Your Tax Plan for 2025: Key Moves to Make
Curious about how to optimize your tax plan for 2025? Join us on this episode of A Wiser Retirement® Podcast as we share key tax moves to make this year. We cover key topics like charitable givin...
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Episode 262
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34:10
261. 2025 Market Outlook: Navigating the Year Ahead
Curious how to navigate the stock market in 2025? Join us on this episode of A Wiser Retirement® Podcast as we share our 2025 market outlook. We cover key topics like market performance, predicti...
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Episode 261
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36:23
260. 10 Financial Habits That Lead to Long-Term Success
In this episode of A Wiser Retirement® Podcast, we discuss 10 financial habits to help you take control of your finances, from setting a clear vision and building a budget to avoiding debt and ma...
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Episode 260
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41:47
259. What Pilots (and Others) Should Consider 5 Years Before Mandatory Retirement
Retirement for pilots comes with its own set of challenges and opportunities, especially with the mandatory retirement age of 65. In this episode of A Wiser Retirement® Podcast, we explore es...
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Episode 259
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51:17
258. The True Cost of the Holidays: How Much Are We Really Spending?
Does holiday stress overshadow the joy of the season? Join us on this episode of A Wiser Retirement® Podcast as we dive into the true cost of holiday spending and its impact on both finances and ...
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Episode 258
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25:22
257. The Election Outcome Impact on Crypto, BTC ETFs, and Bitwise Files for Index Product
Tune in to this episode of A Wiser Retirement® Podcast where we discuss how the post-election landscape is shaping the future of cryptocurrency. Casey Smith and Robert Swarthout from
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Episode 257
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33:22
256. The Best Whiskeys to Gift in 2024
Tune in to this episode of A Wiser Retirement® Podcast where we explore the best whiskeys to gift in 2024. Discover our top three recommendations for whiskeys in three price ranges: under $50, $5...
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Episode 256
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27:32