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
142. How to Set 2023 Goals You Can Keep
On this episode of A Wiser Retirement Podcast, Casey Smith, and Brad Lyons, CFP®, discuss the new year and how to set 2023 goals you can keep.
Podcast Episodes Referenced:
- Ep 61: 5 Steps to Financial…
141. What is Holistic Financial Planning?
On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA®, discuss what holistic financial planning is.
Podcast Episodes Referenced:
- Ep 117: What is …
140. Tips for Making a Smooth Transition Into Retirement
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss tips for making a smooth transition into retirement.
Podcast Episodes Referenced:
- Episode 139: Financial Planni…
139. Financial Planning in Your 60s
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss financial planning in your 60s and ways to prepare for retirement.
Podcast Episodes Referenced:
- Episode 115: Wh…
138. Making Your Business Less Dependent on You
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by special guests Robert Swarthout of Teton Crypto Capitol and Marty Paradise of Paradise Business Coaching. They will discuss the…
137. Financial Planning in Your 50s
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss financial planning in your 50s, and why you shouldn't get spooked in volatile markets.
Podcast Episodes Referenc…
136. Financially Preparing for Your High-Schooler to go to College
On this episode of A Wiser Retirement Podcast, Casey Smith and Missie Beach, CFP®, CDFA® discuss financially preparing for your high-schooler to go to college and the importance of being prepared.
Pod…
135. How to Start and Grow a Business
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by special guest Marty Paradise of Paradise Business Coaching, and they discuss how to start and grow a business and the importanc…
134. Financial Planning in Your 40s
On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA® discuss financial planning in your 40s, financial mistakes, and ways to start preparing you…
133. What Financial Planners Wish You Knew About Buying Your First Home
On this episode of A Wiser Retirement Podcast, Casey Smith and Michaela Dowdy are joined by special guest Tom Townsend of Townsend Realty Group. They will discuss what financial planners wish you kne…
132. Financial Planning in Your 30s
In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy discuss financial planning in your 30s and 30-year-olds biggest issues with money.
Podcast Episodes Ref…
131. Money Management Tips for Recent College Graduates
In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy talk about money management tips for recent college graduates. They also dive into the benefits of bui…
130. Financial Planning in Your 20s
In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy discuss financial planning in your 20s and 20-something's biggest issues with money.
Podcast Episodes R…
129. How Financial Planning Looks Different in Every Decade of Your Life
In this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss how financial planning looks different in every decade of your life and take a deep dive into the current state…
128. Transferring Wealth from Generation to Generation
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about transferring wealth from generation to generation and go over what we've talked about on the podcast during …
127. The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Jordan Sute, CFP, from Sute CPAs. Jordan has been a guest on our podcast many times. She is joining us to talk about the cost o…
126. How can insurance protect your wealth?
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Randy Hargett, owner of Capstone LTC Advisors. Randy was a guest on episode 16 of our podcast back in 2020. He has a wealth of …
125. Leave a Legacy of Generosity
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons CFP® are joined by Barbara Garner, Donor Services Manager at Cobb Community Foundation. Barbara was a guest on episode 73 of …
124. Financial Literacy is Vital... for Everyone!
On this episode of A Wiser Retirement Podcast, Casey Smith kicks off the episode by introducing Jared Knox, a local artist from Marietta, Georgia. He painted the new artwork of the bear and the bull …
123. Estate Planning for Young Adults
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Nick Rosenbauer, Estate Planning Attorney. Nick is founder of The Rosenbauer Law Office, LLC in West Chester, Ohio. Nick is als…