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
242. Financial Tips for Women to Secure Their Future
Can financial knowledge and independence unlock a better future for women? In this episode of A Wiser Retirement® Podcast, we explore essential steps women can take to control their financial destini…
241. The Heart and History of Wiser Wealth Management with President, Casey Smith
Wiser Wealth Management was founded with a clear mission: to do the right thing and make a positive impact on people’s lives. Michaela Dowdy interviews Casey Smith about the history behind Wiser Weal…
240. The Benefits of Diversified Income Streams
Ever wondered how diversified income streams can shape your financial future? In this episode, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, dive into the significance of diversified income str…
239. How can I reduce my current taxable income?
On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, explore strategies for reducing taxable income, such as deferred compensation plans, retirement con…
238. Is Instant Gratification Ruining Your Financial Goals?
Is instant gratification ruining your financial goals? On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA® discuss the importance of staying committed t…
237. Estate Planning for Crypto Assets
On this episode of A Wiser Retirement® Podcast, we talk about estate planning for crypto assets, the recent launch of eight Ethereum ETFs, the future of Bitcoin and SAB121 with Casey Smith and Robert…
236. Be Your Own Bank with Life Insurance - Is this legit?
On this episode of A Wiser Retirement® Podcast, we talk about using life insurance to be your own bank with Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®. We discuss what happens if you rely sol…
235. Investing in Index Funds: Benefits and Strategies
On this episode of A Wiser Retirement® Podcast, we discuss investing in index funds with Casey Smith and Andrew Pratt, CFA, CBDA. We talk about the importance of long-term investing, the different ty…
234. Pilots, Maximize Your 401(k) Contributions!
Are you maximizing the full potential of your 401k as a pilot? On this episode of A Wiser Retirement® Podcast, Casey Smith and Missie Beach, CFP®, CDFA® talk about why airline pilots should maximize …
233. How Second Marriages and Blended Families Impact Estate Planning
On this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Shawna Theriault, CFP®, CPA, CDFA® to talk about how second marriages and blended families impact estate planning. They also d…
232. Is the backdoor Roth IRA strategy right for you?
High-income earners, are you looking for a way to maximize your retirement savings even if you exceed the income limits for a Roth IRA? On this episode of A Wiser Retirement® Podcast, Missie Beach, C…
231. The State of RIA Crypto Education, ETH ETFs, and the Memecoin Frenzy
Is your financial advisor ready for the crypto revolution? On this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Cryp…
230. What Can and Can't be Included in a Prenup
In this episode of A Wiser Retirement®, Casey Smith and Missie Beach, CFP®, CDFA®, talk with Leslie O'Neal, a Family Law Attorney and Partner at O'Dell and O'Neal in Marietta, GA. They discuss why pr…
229. How do I avoid capital gains tax?
On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA® discuss various methods to minimize capital gains taxes, especially during retirement. Key strategie…
228. How to Choose the Right Franchise with Jon Ostenson
Unlock the secrets to successful franchising with our special guest, Jon Ostenson, CEO of FranBridge Consulting and former president of Shelf Genie. Jon joins Casey Smith on the episode and shares hi…
227. I’ve inherited $200k, what should I do?
Can inheriting money truly change your life for the better, or could it create unforeseen financial pitfalls? On this episode of A Wiser Retirement® Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, a…
226. SWIFT Plans to Launch CBDC, Binance Founder CZ Sentenced, & Ethereum ETF News
On this episode of A Wiser Retirement®, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They discuss how SWIFT plans to launch a CBDC, Binance …
225. Will the 2024 presidential election influence the stock market?
Will the 2024 Presidential election influence the stock market? On this episode of A Wiser Retirement®, Casey Smith is joined by Andrew Pratt, CFA, CBDA, to talk about how the S&P 500 performs depend…
224. Living in the Moment While Planning for the Future
It's often tricky to find the balance between living in the moment and planning for the future. On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy talk…
223. Should you buy a house in 2024?
Is 2024 a good time to purchase a new home? On this episode of A Wiser Retirement™, Casey Smith is joined by realtor, Tom Townsend from Townsend Realty Group. They talk about what's going on in the h…