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
162. Is your retirement plan ready for takeoff?
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Evan Bogan, airline captain, to talk about how flying a plane can be compared to retirement planning.
Podcast Episodes Re…
161. Crypto Special: Why Crypto is So Confusing to the Average Investor
On this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout discuss some of the reasons why Crypto is so confusing to the average investor and why people may opt f…
160. How Finances Affect Divorce
On this episode of A Wiser Retirement™ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy, discuss how finances affect divorce. They also talk about things couples can do to avoid he…
159. Steps You Can Take to Retire Early
At the start of the episode, Casey Smith takes a few minutes to talk with Amy Rambo, a travel advisor at Blue Pineapple Travel. They talk about traveling in retirement and mention some of the benefit…
158. How much can you spend in retirement?
On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, talk about different ways to prepare for retirement and how to determine how much you can spend in retirement.
Podca…
157. Crypto Special: Where Crypto is Headed with Don Friedman, President of DACFP
On this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout are joined by guest Don Friedman to discuss their view on where crypto is headed. Don Friedman is the P…
156. After the SVB Collapse, Should People be Concerned About Banks?
On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, discuss the Silicon Valley Bank collapse and if people should be concerned about banks now.
Podcast Episodes Referen…
155. Key Things to Know About Medicare Enrollment
On this episode of A Wiser Retirement™ Podcast, Casey Smith, and guest Logan Steele, discuss preparation for medicare enrollment, and the different options for Medicare coverage.
Podcast Episodes Ref…
154. Investing Through Times of Fear
On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, talk about investing through times of fear. They also discuss 37 different reasons people often fear investing in th…
153. How to Recover Financially after Divorce
On this episode of A Wiser Retirement™ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, discuss divorce, all the financial hardships that come with it, and how to work around them.
Podcast Episodes R…
152. 10 Tax Planning Strategies for High Net Worth Individuals
On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and guest Jordan Sute, CPA, give a quick market update. They also talk about 10 tax planning strategies for high-net-wort…
151. Crypto Special: Crypto is Here to Stay
On this special crypto episode of The Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout talk about how cryptocurrency is not going anywhere and is here to stay, crypto proof of work, stakin…
150. Can Tax-Loss Harvesting Improve Your Investing Returns?
On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, discuss if tax-loss harvesting can improve your investing returns. They talk about how this strategy can help invest…
149. How to inflation-proof your retirement portfolio?
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® talk about some of the reasons for high inflation, and how to inflation-proof your retirement portfolio.
Podcast Episod…
148. ChatGPT and Strategies for Managing Risk in a Portfolio
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® discuss Chat GPT and how AI could eventually be used in the financial services industry. They also go over different s…
147. Market Update and What to Know about Rule 72t and Early Retirement
On this episode of A Wiser Retirement™ Podcast, Casey Smith, Brad Lyons, CFP®, and guest Jordan Sute, CPA, give an update on what's going on in the market. They also discuss early retirement and rule…
146. The Power of Life Insurance to Meet your Family’s Goals
On this episode of A Wiser Retirement Podcast, Casey Smith, and Randy Hargett, CLTC, discuss the importance of life insurance to make sure your family's needs are covered.
Podcast Episodes Referenced:
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145. Dying without Estate Planning: Do you hate your family?
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by guest Doug Butler to discuss why estate planning is so important when planning for your future. They also go over what an estat…
144. Are you planting financial seeds for the next generation?
On this episode of A Wiser Retirement Podcast, Casey Smith, and Missie Beach, CFP®, CDFA®, discuss what goes into planting financial seeds for the next generation.
Podcast Episodes Referenced:
- Ep 128…
143. Financial Success is Intentional
On this episode of A Wiser Retirement Podcast, Casey Smith, and Brad Lyons, CFP®, discuss various stories of success and tell us why financial success is intentional.
Podcast Episodes Referenced:
- Ep …