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
303 episodes
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
287. The Financial $tuff They Don’t Teach You in School
In this episode of A Wiser Retirement® Podcast, we talk about financial concepts that most people aren't taught in school but are essential for everyday life. From how taxes work to whet...
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Episode 287
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25:13
286. How can I evaluate crypto as a potential investment?
Join us for this episode of A Wiser Retirement® Podcast as we dive into how to evaluate cryptocurrency as a potential investment and whether it deserves a place in your portfolio. We’ll ...
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Episode 286
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44:16
285. Fear, Greed, and the Markets: Mastering Emotional Investing (Part 2)
Emotional investing is one of the biggest barriers to long-term financial success. With constant news cycles and market noise, it’s easy to make decisions based on fear, recent events, or overconfidence. In this episode of
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Episode 285
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39:15
284. Fear, Greed, and the Markets: Mastering Emotional Investing (Part 1)
In this episode of A Wiser Retirement® Podcast, we discuss how emotions like fear, greed, and regret can influence investment decisions and lead to costly mistakes. We explore common
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Episode 284
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50:20
283. How to Manage a Sudden Money Windfall: IPOs, Business Sales, or Inheritance
Receiving a large money windfall from an inheritance, business sale, IPO, or legal settlement can be life-changing, but it can also lead to costly mistakes if not handled wisely. Here’s how to take a thoughtful, strategic approach to ensure you...
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Episode 283
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33:22
282. Is Private Credit Right for You? Pros, Cons & Considerations
Join us for this episode of A Wiser Retirement® Podcast as we explore private credit, a unique investment option offering potentially higher yields by lending to non-public companies. Wh...
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Episode 282
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28:51
281. Crypto Update: Tariffs, Ripple’s Victory, and What’s Next for Investors
Join us for this episode of A Wiser Retirement® Podcast as we dive into the rapidly changing world of cryptocurrency. From Bitcoin’s price swings to regulatory breakthroughs and Ripple’s...
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Episode 281
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28:59
280. The Ex-Factor: Your Social Security Rights After Divorce
Divorce can bring significant financial changes, but many overlook how Social Security benefits fit into their post-divorce financial strategy. In this episode of A Wiser Retirement® Podcast, we ...
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Episode 280
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19:33
279. What Should Parents of Children with Disabilities Know About Estate Planning?
Planning for the future of a child with disabilities is a complex and emotional journey, but taking proactive steps can help ensure a stable and fulfilling transition into adulthood. Families often face significant challenges when essential ser...
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Episode 279
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31:15