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
222. When should I claim Social Security if I don’t need it?
When should I claim Social Security if I don't need it? On this episode of A Wiser Retirement™, Casey Smith and Missie Beach, CFP®, CDFA® talk about the best age to claim Social Security, different s…
221. How to Prioritize Financial Goals
On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy discuss how to prioritize financial goals. They encourage people to set SMART goals, explain leading…
220. Is Bitcoin more than digital gold?
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They talk about whether Bitcoin is more than di…
219. Do you have a wealth preservation plan?
On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to discuss wealth preservation plans and various asset protection strategies. Wealth preservation is more t…
218. Budgeting Tips for Pilots with a Variable Income
On this episode of A Wiser Retirement™, Casey Smith is joined by guests, Justin and Jennifer Place. Justin and Jennifer are both Pilots at a major airline. They discuss what it was like starting at r…
217. What are the best and worst states to retire to?
Have you thought about moving to a new state when you retire? On this episode of A Wiser Retirement™, Casey Smith is joined by Michaela Dowdy to talk about the 5 best and worst states to retire to. T…
216. What are alternative investments? Should you be invested in them?
On this episode of A Wiser Retirement™, Casey Smith is joined by Andrew Pratt and Robert Swarthout. Andrew is the Investment Manager at Wiser and Robert is the Founder, CEO, and Portfolio Manager of …
215. Happy Financial Literacy Month!
Happy Financial Literacy Month! On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Michaela Dowdy to talk about why it's important to be financially liter…
214. What is disability insurance and do I need it?
On this episode of A Wiser Retirement™, Casey Smith is joined by Randy Hargett and Kyle Conroy. Randy is a Long Term Care Specialist at Capstone LTC Advisors and Kyle is a Managing Partner at Disabil…
213. How do I terminate a relationship with my financial advisor?
On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to talk about how to terminate a relationship with your financial advisor. They discuss common reasons peop…
212. Medical Costs During Retirement and Preparing for the Unexpected
On this episode of A Wiser Retirement™, Casey Smith is joined by Logan Steele from Steele Choice Insurance to talk about medical costs during retirement and preparing for the unexpected. They go over…
211. Crypto and Technology Update
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, to talk about their concerns over AI platforms like ChatGPT and Google's Gemini, the ongoing bankruptcy proc…
210. How can I set my child up for financial success?
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, Senior Financial Advisor, and Michaela Dowdy, Financial Planning Associate, to talk about strategie…
209. Alimony vs Child Support: What are the differences?
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® are joined by guest, Leslie O'Neal, Family Law Attorney. They talk about the differences between alimony and …
208. How Direct Indexing Benefits High Net Worth Individuals
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Andrew Pratt to talk about what direct indexing is, the pros and cons, and how it benefits high-net-worth individuals. Listen …
207. What are the biggest struggles of a small business owner?
On this episode of A Wiser Retirement™ Podcast, we talk about common struggles that small business owners face. Listen to this episode with Casey Smith who is joined by Marty Paradise, from Paradise …
206. Bitcoin ETF Launch Update, SEC's X Account Hacked, & Greyscale's Outflow
On this special crypto episode of A Wiser Retirement Podcast™, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They talk about the Bitcoin ETF …
205. Financial Concerns that are Unlikely to Happen
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Andrew Pratt, CFA to talk about financial concerns that are unlikely to happen. They bring up v…
204. From Flight School to Financial Freedom: Building Wealth in the Aviation Industry
On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Evan Bogan, Airline Captain to talk about how the aviation industry has changed over the years. They exchange stories, talk ab…
203. How to Create a Realistic Travel Budget with Amy Rambo
On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Amy Rambo, Travel Advisor with Blue Pineapple Travel. Discover how to create unforgettable family memories without breaking th…