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
318 episodes
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
311. Smart Charitable Giving Before December 31st
In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and William Medcalf, CFP® discuss how year-end is the perfect time to be strategic with charitable...
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Episode 311
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34:30
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