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
310 episodes
310. How Can You Travel the World in Retirement?
In this episode of A Wiser Retirement® Podcast, Casey Smith and Travel Advisor Amy Rambo with Blue Pineapple Travel cover how to build a trav...
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Episode 310
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47:08
309. Financial Planning Tools for Pilots, By a Former Airline Pilot
In this episode of A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management and former airline pilot is with Grace Kennedy, Financial Planning Associate to discuss the unique financial needs of pilots and the smartest fina...
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Episode 309
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46:12
308. The Silent Tax: How Inflation Erodes Your Retirement
In this episode of A Wiser Retirement® Podcast, Casey Smith, and Financial Advisor Michaela Dowdy dive into how retirement planning isn’t just about matching today’s income with today’s ...
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Episode 308
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27:31
307. Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them
In this episode of the A Wiser Retirement® Podcast, Estate Planning Attorney Arun Gupta joins Shawna Theriault, CFP®, CPA, CDFA® to demystify trusts, what they are, who they’re for, and ...
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Episode 307
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45:42
306. Crypto in Your 401(k)? The Future of Retirement Investing
In this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Robert Swarthout, CEO and Portfolio Manager of Teton Crypto Capital...
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Episode 306
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29:00
305. Just Moved to a New State? Here’s Your Financial To-Do List
In this episode of A Wiser Retirement® Podcast, Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA® is joined by Financial Advisor William Medcalf, CFP® to discuss the fina...
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Episode 305
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31:53
304. Under the Radar: Wealth Strategies for the Quietly Rich
In this episode of A Wiser Retirement® Podcast, Casey Smith and William Medcalf, CFP® dive into what it really means to be “quietly rich” and how smart habits, not flashy spending...
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Episode 304
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41:02
303. Pilot’s Guide to Financial Turbulence: Planning for Medical Disabilities
In this episode of A Wiser Retirement® Podcast, we discuss the importance of commercial airline pilot medical disability planning and why it’s often overlooked compared to life insurance...
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Episode 303
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34:45
302. What should I do five years before I retire?
Retirement isn’t just a finish line, it’s a brand new chapter. In this episode of A Wiser Retirement® Podcast, Casey Smith and Financial Advisor Michaela Dowdy outline eight key things y...
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Episode 302
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34:50
301. Crypto Update: Clarity Act, GENIUS Act, and Stablecoins
In this episode of the A Wiser Retirement® Podcast, Casey Smith sits down with Robert Swarthout, founder and CEO of Teton Crypto Capital...
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Episode 301
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26:34
300. Built to Last: The History and Future of Wiser Wealth Management
In this episode of A Wiser Retirement® Podcast, we celebrate hitting a major milestone, 300 episodes! In this special episode, President Casey Smith and Senior Financial Advisor Sha...
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Episode 300
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51:39
299. Financial Conversations Every Couple Should Have Before Saying 'I Do'
In this episode of A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA® and Financial Advisor Michaela Dowdy dive into the essential financial conversations couples shoul...
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Episode 299
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44:24
298. America's Balance Sheet: A Financial Advisor's Deep Dive into National Debt
In this episode of A Wiser Retirement® Podcast, Casey Smith, Andrew Pratt, CFA, CBDA, and Shawna Theriault, CFP®, CPA, CDFA®, dive deep into the state of America’s national debt, wh...
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Episode 298
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40:28
297. The Stay-at-Home Equation: Financial Aspects of Leaving the Workforce
In this episode of the A Wiser Retirement® Podcast, we explore the financial and emotional realities of stepping away from the workforce to become a stay-at-home parent. Whether you're c...
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Episode 297
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26:12
296. Crypto Update: Big Beautiful Bill, GENIUS Act, & Crypto Company IPOs
In this episode of A Wiser Retirement® Podcast, Casey Smith sits down with Robert Swarthout, founder and CEO of Teton Crypto Capital
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Episode 296
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27:59
295. What Happens If You Die Without a Will? The Legal Nightmare
In this episode of the A Wiser Retirement® Podcast, Estate Planning Attorney Arun Gupta joins Senior Financial Advisor
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Episode 295
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31:39
294. What Flying a Plane Teaches Us About Financial Risk
In this episode of the A Wiser Retirement® Podcast, we cover how principles from aviation, like threat and error management, proactive and reactive planning, and strong team communicatio...
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Episode 294
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45:21
293. Retirement for Business Owners: Selling Your Business or Passing It On
Whether you're planning to retire, sell your business, or pass it on to the next generation, having a clear succession plan is essential. Unfortunately, many business owners delay this process, putting the value of their life's work at risk. In...
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Episode 293
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35:57
292. Is an MBA Worth the Investment?
In this episode of the A Wiser Retirement® Podcast, we explore whether pursuing an MBA is truly worth the investment. We’re joined by Nan...
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Episode 292
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37:30
291. How is Financial Planning Different for Entrepreneurs
In this episode of the A Wiser Retirement® Podcast, we explore how financial planning is different for entrepreneurs. From managing fluctuating income and separating personal and busines...
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Episode 291
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1:00:58
290. Is gold still a good investment?
Gold has long been considered a safe haven during times of uncertainty, often used to hedge against inflation and geopolitical risk. In this episode of the A Wiser Retirement® Podcast, w...
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Episode 290
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35:30
289. Are Pensions Worth the Wait? The Golden Handcuffs Debate
Pensions can provide a valuable source of retirement income, but deciding whether to stick with a job solely for the pension is more complex th...
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Episode 289
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24:04
288. What is the FAFSA, and how does it work?
In this episode of A Wiser Retirement® Podcast, we discuss how the Free Application for Federal Student Aid (FAFSA) is crucial in determining eligibility for financial aid, including gra...
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Episode 288
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37:50