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
334 episodes
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...
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Episode 334
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43:35
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...
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Episode 333
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26:02
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 ...
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Episode 332
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48:59
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 ...
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Episode 331
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33:36
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,...
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Episode 330
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51:42
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...
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Episode 329
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34:50
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...
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Episode 328
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38:49
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...
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Episode 327
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35:50
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
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Episode 326
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31:46
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...
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Episode 325
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40:23
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...
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Episode 324
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41:51
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 ...
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Episode 323
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41:50
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
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Episode 322
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25:04
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 <...
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Episode 321
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42:23
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...
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Episode 320
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39:03
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...
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Episode 319
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43:39
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...
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Episode 318
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35:53
317. Pilots Start Here
On this episode of the A Wiser Retirement® Podcast, Grace Kennedy interviews Casey Smith, president of Wiser Wealth Management and former airline pilot, on how aviators can prioritize, p...
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Episode 317
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36:12
316. The Best Whiskeys to Gift in 2025
Whiskey gifting is an art and in 2025, it’s easier (and tastier) than ever to give the perfect bottle. On this special non-financial episode of the A Wiser Retirement® Podcast, host Case...
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Episode 316
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20:48
315. Is $1 Million Enough to Retire? Let’s Run the Numbers
In this episode of A Wiser Retirement® Podcast, we discuss how $1 million has been the golden benchmark for retirement savings. But is this magic number still enough in today's economy?<...
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Episode 315
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40:20
314. The Simple Estate Planning Error That Could Hurt Your Family
In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta discuss a real-life story that shows how one overlooked de...
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Episode 314
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31:44
313. How Can You Help Your Parents Plan Financially for The Future?
In this episode of A Wiser Retirement® Podcast, we are tackling the tough, but essential topic of helping your parents plan financially for the years ahead. As more Americans find themse...
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Episode 313
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35:42
312. Is Crypto Right for You?
In this episode of A Wiser Retirement® Podcast, Casey Smith sat down with Robert Swarthout, Founder & CEO of Teton Crypto Capital, t...
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Episode 312
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41:56