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
182. Investing for the Long Haul: Creating a Retirement-Focused Investment Strategy
Are you truly ahead of the game if you’re trying to beat the market? On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® discuss investing for the long-haul, and…
181. 5 Common Financial Myths Debunked
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Michaela Dowdy unravel the true limits of 401K contributions and how an HSA can serve as a handy retirement tool and a resource to cove…
180. How does a Charitable Trust work?
Estate planning can feel like navigating a labyrinth of complex legalities and tax codes. On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Shawn Shelton, partner at Moor…
179. Long-Term Care Insurance: To Buy or Not to Buy?
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Randy Hargett, CLTC, who is a Long-Term Care Specialist at Capstone LTC Advisors, to talk about how you can confidently …
178. The Business of Financial Advice
Curious about the intriguing dynamics within the financial advice industry? On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® unveil the hidden realities of th…
177. Crypto Special: XRP Gets Clarity
On this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout talk about the nature of ETFs, a possible Bitcoin spot ETF in the near future, the complexities of ETFs…
176. Tips to Grow and Scale Your Small Business with Marty Paradise
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Marty Paradise from Paradise Business Coaching, to discuss smart ways to grow and scale a small business without increas…
175. Passing Down Generational Wealth
Ever wondered how wealthy families preserve their fortune for multiple generations? On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® talk about ways to ensure…
174. 2023 Tax Credits You Should Know About
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Jordan Sute Norton, CPA, to discuss new opportunities for tax credits in 2023. Together, we delve into the noteworthy up…
173. Making the Most of Your Airline 401k
Did you know that the world of airline pilots is rife with unique retirement planning challenges and opportunities? On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®,…
172. Crypto Special: Tips to Secure Your Passwords and Cryptocurrency Assets
How secure is your digital life, especially when it comes to cryptocurrency? This week, on A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, founder, CEO, and portfolio manager …
171. I've inherited money, now what?
On this episode of A Wiser Retirement™ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Laney dive into the complex world of estate tax rates, annuities, and IRAs. We shed light on strat…
170. How much money do you need to retire?
On this episode of A Wiser Retirement™ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Laney, discuss retirement planning and demystify the "right amount of money to retire" expectation…
169. How the 2024 Election Will Affect Your Portfolio
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® discuss how human behavior leads us to believe that a presidential election can make or break our investments.
As we …
168. Everything You Need to Know About 529 Plans
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® discuss 529 plans as a vehicle for college savings. Are you prepared for the skyrocketing costs of higher edu…
167. Crypto Special: The SEC and Crypto
On this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout discuss news in the Crypto world and the SEC's involvement in lawsuits against different Crypto compani…
166. A Million Dollar Morning Routine
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Michaela Laney, talk about the components of a mentally and physically healthy morning routine, and how you can make changes in your li…
165. 5 Principles of Successful Investing
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® discuss 5 principles of successful investing. These principles should help you succeed in any season of life and throu…
164. Real Estate Market Update & What Should You Do With Your Old 401k?
On this episode of A Wiser Retirement™ Podcast, Casey Smith opens the podcast with guest Tom Townsend, real estate agent at Townsend Realty Group. They briefly talk about what's going on in the curre…
163. How to Maximize Earnings on Your Cash Reserves
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® talk about how to maximize earnings on your cash reserves and cover the basics of ESG investing.
Podcast Episodes Refer…