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
202. Bitcoin Halving and the Upcoming Bull Run
On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, to talk about bitcoin halving, the upcoming bul…
201. 2023 Market Recap and 2024 Market Predictions
On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Andrew Pratt, CFA, and Missie Beach, CFP®, CDFA®, to discuss the potential impact of the 2024 election on the stock market. Th…
200. Setting and Achieving Financial Goals in the New Year
On this episode of A Wiser Retirement Podcast™, Casey Smith and Missie Beach, CFP®, CDFA® discuss setting and achieving financial goals in the new year. They talk about the art of creating objectives…
199. What to Do When Your Crazy Uncle Wants to Talk Economics Over the Holidays
Ever wondered how the economic climate might be shaping your finances and investments? On this episode of A Wiser Retirement™ podcast, Casey Smith and Missie Beach, CFP®, CDFA® talk about the Fed tar…
198. Real Estate Market Trends: What to Watch for in 2024 with Tom Townsend
In this episode of A Wiser Retirement™ podcast, Casey Smith is joined by Tom Townsend, Realtor with Townsend Realty Group. Tom has been a guest on our podcast many times. They talk about real estate …
197. Will financial advisors be using bitcoin ETFs soon?
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, and Don Friedman, President of DACFP, to talk a…
196. Your Year-End Financial Planning Checklist
On this episode of A Wiser Retirement™ podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy, discuss the importance of having a financial plan and a checklist for year-end financial pl…
195. Is the 60/40 portfolio really dead?
It has been a rough last couple of years for the 60/40 portfolio investors, but does that mean this investing strategy is dead? On this episode of A Wiser Retirement™ podcast, Casey Smith and Andrew …
194. Delta, American & United: Who's Got the Best Pilot Retirement Offering?
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA®, discuss the different airline retirement plans, specifically focusing on offerings from Delta, American, and…
193. Best Whiskeys to Gift in 2023
On today's special episode of A Wiser Retirement™ podcast, Casey Smith is joined by whiskey enthusiasts, Robert Swarthout and Noland Glenn. We are switching it up from our regular financial topics to…
192. Estate Planning for Those that Travel Frequently or Live in Multiple States
On this episode of A Wiser Retirement™ podcast, Casey Smith is joined by guest Brian Smith, Partner at Moore Ingram Johnson Steele, for an engaging conversation about estate planning for those that t…
191. Mutual Funds vs ETFs
On this episode of A Wiser Retirement™ Podcast, Casey Smith, Michaela Dowdy, and Andrew Pratt, CFA, discuss the differences between mutual funds and ETFs. They also talk about why you shouldn't be st…
190. Year-End Tax Moves: Planning Ahead for a Stress-Free Tax Season with Jordan Sute Norton, CPA
On this episode of A Wiser Retirement™ podcast, Casey Smith is joined by guest Jordan Sute Norton, CPA, to talk about year-end tax moves and how to plan ahead for a stress-free tax season. They also …
189. Taking Control of Finances for Your Aging Parents
Are you ready to step in and take control of your aging parents' finances, and in the process, safeguard them from the lurking financial scams? On this episode of A Wiser Retirement™ Podcast, Casey S…
188. Current State of Healthcare and Medicare Open Enrollment with Logan Steele
On this episode of A Wiser Retirement™ podcast, Casey Smith is joined by Logan Steele from Steele Choice Insurance to talk about the current state of healthcare and Medicare open enrollment. They als…
187. Ways Blockchain Will Change the World
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, to talk about how Blockchain will change the wo…
186. Market Up in 2023, but Choppy Waters Ahead
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Andrew Pratt, CFA, talk about market performance in 2023 and discuss the potential for choppy waters ahead. They also delve into market…
185. Opportunity Funds - Where Dreams Become Reality
Ready to turn your financial dreams into reality? On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® impart wisdom on proper financial planning and the concept …
184. What It’s Like Traveling Full-Time in Retirement with the Retirement Travelers
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by the Retirement Travelers, John and Bev Martin, as they share what it's like to travel full-time in retirement, their top 5 fav…
183. How to Avoid Financial Conflict in Marriage
How impactful can heated financial disagreements be on a marriage? Is there a secret formula to avoid financial conflict with your spouse? On this episode of A Wiser Retirement™ Podcast, Casey Smith …