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
262. Optimizing Your Tax Plan for 2025: Key Moves to Make
Curious about how to optimize your tax plan for 2025? Join us on this episode of A Wiser Retirement® Podcast as we share key tax moves to make this year. We cover key topics like charitable giving, t…
261. 2025 Market Outlook: Navigating the Year Ahead
Curious how to navigate the stock market in 2025? Join us on this episode of A Wiser Retirement® Podcast as we share our 2025 market outlook. We cover key topics like market performance, predictions,…
260. 10 Financial Habits That Lead to Long-Term Success
In this episode of A Wiser Retirement® Podcast, we discuss 10 financial habits to help you take control of your finances, from setting a clear vision and building a budget to avoiding debt and maximi…
259. What Pilots (& Others) Should Consider 5 Years Before Mandatory Retirement
Retirement for pilots comes with its own set of challenges and opportunities, especially with the mandatory retirement age of 65. In this episode of
A Wiser Retirement® Podcast, we explore essential …
258. The True Cost of the Holidays: How Much Are We Really Spending?
Does holiday stress overshadow the joy of the season? Join us on this episode of A Wiser Retirement® Podcast as we dive into the true cost of holiday spending and its impact on both finances and fami…
257. The Election Outcome Impact on Crypto, BTC ETFs, and Bitwise Files for Index Product
Tune in to this episode of A Wiser Retirement® Podcast where we discuss how the post-election landscape is shaping the future of cryptocurrency. Casey Smith and Robert Swarthout from Teton Crypto Cap…
256. The Best Whiskeys to Gift in 2024
Tune in to this episode of A Wiser Retirement® Podcast where we explore the best whiskeys to gift in 2024. Discover our top three recommendations for whiskeys in three price ranges: under $50, $50-$1…
255. The Power of Generosity and Its Impact On Your Finances
In this episode of A Wiser Retirement® Podcast, we're joined by Missie Beach, CFP®, CDFA®, to discuss the power of generosity and its impact on your finances. Together, we delve into strategies for m…
254. Closing the Year Strong: Key Financial Moves Before Year-End
Discover how to make your investments work smarter, not harder, with tax-efficient strategies. In this episode of A Wiser Retirement® Podcast, we tackle the big questions, like whether Roth conversio…
253. Navigating the Future of the Airline Industry
In this episode of A Wiser Retirement® Podcast, we're joined by Courtney Miller, Managing Director at Visual Approach Analytics. Learn how airlines like Southwest and Delta tackle the challenges of f…
252. The Crypto Agenda: SEC's Next Moves, BTC ETFs, and Kamala Harris' Crypto Policy
Tune in to this episode of A Wiser Retirement® Podcast where Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, discuss the SEC's upcoming actions, BTC ETF…
251. Shawna Theriault’s Road to Becoming a Financial Advisor
Join us for this episode of A Wiser Retirement® Podcast, where Casey Smith interviews Shawna Theriault, CFP®, CPA, CDFA®, Senior Financial Advisor, about her inspiring journey—from moving out at sixt…
250. Celebrating 250 Episodes: Our Top Financial Success Stories
Celebrate with us as we hit an incredible milestone—our 250th podcast episode! We share some exciting updates about A Wiser Retirement® Podcast. We also reflect on our top five most popular episodes …
249. How Smart Financial Planning Led to Living on a Catamaran Full-Time
Join us on this episode of A Wiser Retirement® Podcast as we chat with Bradley and Kate Swarthout about their journey from leaving a traditional life to living full-time on a catamaran in the Caribbe…
248. 2025 Medicare Changes: What You Need to Know
In 2025, Medicare will eliminate the Part D coverage gap, cap out-of-pocket prescription costs at $2,000, and offer a payment plan. Some Georgia Medicare Advantage plans will not renew, allowing memb…
247. Why It’s Crucial to Separate Your Business and Personal Assets
When running a business, it's essential to maintain a clear distinction between business and personal assets. This separation is vital for liability protection, tax purposes, and enhancing profession…
246. SEC v. Ripple Lawsuit Resolved, BTC ETFs, and the Election
Tune in to this episode of A Wiser Retirement® Podcast as Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, discuss the SEC v. Ripple lawsuit finally bein…
245. Strategies for Early Retirement and Long-Term Security
Achieving early retirement and long-term financial security requires a strategic approach that includes saving aggressively, living below your means, and creating multiple income streams. Join us on …
244. Financial Steps to Take After the Loss of a Loved One
Managing a loved one's estate can be overwhelming. How do you ensure you're not missing critical steps? Join us on this episode of A Wiser Retirement® Podcast as we walk you through the financial ste…
243. Investment Strategy in an Election Year: Is a Market Correction Coming?
Is a market correction on the horizon? In this episode of the A Wiser Retirement® Podcast, we discuss key strategies for investing during an election year. We explore the stock market's average rise …