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/.
- Update frequency
- every 6 days
- Average duration
- 34 minutes
- Episodes
- 302
- Years Active
- 2020 - 2025
122. Succession Planning for Small Business Owners
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® are joined by Gary Bottoms, CLU, ChFC, who is Chairman and CEO of The Bottoms Group, LLC and author of Getting it Right…
121. Designing Your Portfolio to Leave a Lasting Legacy
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about how to design your portfolio to leave a lasting legacy. They also explain the importance of an opportunity f…
120. Finding the Right Estate Planning Attorney for You
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® are joined by Doug Butler who is an Attorney at Moore Ingram Johnson and Steele. Doug is a partner within the firm’s Co…
119. Choosing a CPA to Meet Your Estate Planning Needs
On this episode of A Wiser Retirement Podcast, Casey Smith and is joined by guest, Jordan Sute, CPA, from Sute CPAs. Jordan has been a guest on our podcast many times now. They talk about how to choo…
118. What to Look For in a Financial Advisor
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about what to look for in a financial advisor when building a legacy plan. It’s important to understand that your …
117. What is Generational Wealth and How Do You Preserve It? With James E. Hughes Jr.
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® introduce a special guest, James E. Hughes, Jr., author of Family Wealth: Keeping it in the Family. Hughes talks about …
116. Are You Striving to Leave a Purposeful Legacy?
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® kick off the new season of the podcast by explaining what it takes to leave a purposeful financial legacy. It is import…
115. What Could Happen if You Don't Prepare for Retirement
On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® wrap up this season of the podcast by talking about the three main ways to prepar…
114. Staying Active in Retirement
On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about 5 different ways you can stay active during retirement. They also talk…
113. Finding Purpose in Life After Retirement with Tara Arnold, PhD, LCSW, CEDS-S, RYT-200
In this episode of A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management, welcomes special guest Dr. Tara Arnold, PhD, LCSW, CEDS-S, RYT-200, Clinical Co-Director of WholeHea…
112. How Retirement Can Affect Mental and Physical Health
On this episode of A Wiser Retirement Podcast, Casey Smith and Matthews Barnett, CFP®, ChFC®, CLU® talk about the effects of retirement on both mental and physical health. Retirement is a great accom…
111. Differences between Medicare A, B, D, Medigap and Advantage
On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about the differences between Medicare A, B, D, Medigap and Advantage. They …
110. How Does Healthcare Work in Retirement?
Are you considering retiring early but are unsure about your healthcare options? On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® …
109. Common Social Security Questions Answered
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® answer and explain some of the most common questions about Social Security. They also talk about current market perform…
108. How Do I Maximize Social Security Benefits?
On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about the highlights of social security, how it works, and how to maximize it…
107. Get Rid of Debt Before You Retire
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about the importance of getting rid of debt before you retire. They talk about credit cards, managing student loan…
106. Create a Cash Flow Strategy for Retirement
On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about how to prepare cash flow in your portfolio for retirement. They describ…
105. Do Dividend Strategies Still Work?
On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about a few different dividend investment strategies. They explain what a div…
104. An Investment Portfolio Built for Retirement
On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about how to build an investment portfolio for retirement. They explain how t…
103. Your Pre-Retirement Checklist
On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about the upcoming theme for Q2 2022, the importance of having a plan for ret…