A Wiser Retirement®

By Wiser Wealth Management

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 simp

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FAQs about A Wiser Retirement®:

How many episodes does A Wiser Retirement® have?

The podcast currently has 328 episodes available.

A Wiser Retirement® episodes:

February 08, 2026 327. What Tax Planning Strategies Should You Implement for 2026?
As a new tax year begins, it brings important updates that can significantly impact your retirement and tax strategy. On this episode of the A Wiser Retirement® Podcast, we break down what’s changing in 2026, what’s staying the same, and how to make smarter decisions early in the year, before opportunities slip away.
Related Podcast Episodes:
Ep 86. Important things to Know About Taxes
Ep 262. Optimizing Your Tax Plan for 2025: Key Moves to Make
Ep 308. The Silent Tax: How Inflation Erodes Your Retirement
Related Financial Education Videos:
Second Home Considerations: Tax Implications of Multiple Residences
How do I minimize taxes as a small business owner?
How does the lifetime gift tax exemption work?
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
36min
February 04, 2026 326. Why Crypto Still Confuses Investors
Crypto continues to be one of the most misunderstood areas of investing. In this episode of A Wiser Retirement® Podcast, we sit down with Robert Swarthout, Founder and CEO of Teton Crypto Capital, to unpack why crypto still feels confusing, what problems it’s actually trying to solve, and how regulation could shape its future.
Related Podcast Episodes:
Ep 312. Is Crypto Right for You?
Ep 306. Crypto in Your 401(k)? The Future of Retirement Investing
Ep 286. How can I evaluate crypto as a potential investment?
Other Links:
Teton Crypto Capital
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
32min
February 01, 2026 325. What Are The Biggest Financial Scams Right Now?
If someone called you today claiming your bank account was hacked, would you know exactly how to respond? In this episode of A Wiser Retirement® Podcast, we dive into the latest financial scams, how they work, and most importantly, how to protect yourself and your loved ones before real damage is done.
Related Podcast Episodes:
95. ESG: Scam or Saving the World?
Related Financial Education Video:
Social Security Workshop Scams
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
41min
January 25, 2026 324. How Can We Build a Strong Future for Our Special Needs Child?
Families navigating a special needs diagnosis often find themselves overwhelmed, emotional, and unsure where to begin. In this episode of A Wiser Retirement® Podcast, Casey Smith sits down with Meaghan Timko, Founder of Parallel and COO of Gradual Behavioral Health, to unpack what thoughtful, proactive planning really looks like for families supporting children with special needs.
Related Podcast Episodes:
Ep 210. How can I set my child up for financial success?
Ep 279. What Should Parents of Children with Disabilities Know About Estate Planning?
Related Financial Education Videos:
Why Every Parent Should Consider a Roth IRA for Their Child
How do I save money for my child's education?
Other Links:
Parallel
Gradual Behavioral Health
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
42min
January 18, 2026 323. 2025 Market Recap & 2026 Outlook: What’s Ahead for Investors
In this episode of A Wiser Retirement® Podcast, we break down what really drove the market’s double-digit gains in 2025, from AI winners to international outperformance. We also explore what may or may not repeat in 2026 and what investors should be paying attention to now.
Related Podcast Episodes:
Ep 201. 2023 Market Recap and 2024 Market Predictions
Ep 261. 2025 Market Outlook: Navigating the Year Ahead
Related Financial Education Videos:
Market Recovery Hinges on Rapid Drop in Inflation
Are you ready for market volatility?
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
42min
January 11, 2026 322. How Airline Pilots Can Make the Most of Their Profit-Sharing Bonus
It’s bonus season for airline pilots, and while profit-sharing payouts can be substantial, they can also disappear just as quickly without a plan. In this episode of A Wiser Retirement® Podcast, we break down how pilot bonus programs work and more importantly, how to turn those bonuses into long-term wealth instead of short-term spending.
Related Podcast Episodes:
Ep 317. Pilots Start Here
Ep 309. Financial Planning Tools for Pilots, By a Former Airline Pilot
Ep 303. Pilot’s Guide to Financial Turbulence: Planning for Medical Disabilities
Related Financial Education Videos:
New Delta Airlines Nonqualified Deferred Compensation (NQDC) Plan for Pilots
When Should Pilots File for Social Security?
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
26min
January 04, 2026 321. 10 Financial Resolutions to Kick Off the New Year Right
It’s January 5th. Your financial app chirps, “You’re on the best financial track ever!” Do you believe it? Probably not, because we’ve all seen New Year’s momentum fade fast. On this episode of the A Wiser Retirement® Podcast, we lay out 10 practical financial resolutions that are designed to actually stick, ordered from quick wins to long-term payoffs.
Related Podcast Episodes:
Ep 238. Is Instant Gratification Ruining Your Financial Goals?
Ep 200. Setting and Achieving Financial Goals in the New Year
Related Financial Education Videos:
How do I prioritize my financial goals?
Tips for Sticking to Your Financial Goals
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
43min
December 28, 2025 320. How to Set Smarter Financial Goals for the New Year
A new year is a natural reset button and a perfect time to get intentional about money. On this episode of the A Wiser Retirement® Podcast, we share how most Americans enter the year with at least one financial priority. The biggest themes are consistent: reducing debt, saving for major purchases, and planning for retirement. But turning those priorities into real progress takes more than vague resolutions. It takes clarity, structure, and a plan you can actually stick with.
Related Podcast Episodes:
Ep 238: Is Instant Gratification Ruining Your Financial Goals?
Ep 200: Setting and Achieving Financial Goals in the New Year
Related Financial Education Video:
How do I prioritize my financial goals?
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
40min
December 21, 2025 319. How to Retire Early Without Running Out of Money
Early retirement is a dream for a lot of people and it can be possible, but only if you plan for it the right way. On this episode of the A Wiser Retirement® Podcast, the conversation tackles what early retirement really means, why so many retirees run out of money, and what steps you can take now to retire sooner without sacrificing long-term security.
Related Podcast Episodes:
Ep 273: How Early Retirement Affects Pilot Benefits
Ep 245: Strategies for Early Retirement and Long-Term Security
Related Financial Education Videos:
DINK Households May be Able to Retire Earlier
How will retiring early impact my Social Security benefit?
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
44min
December 14, 2025 318. What Is a Power of Attorney and Why Does Everyone Need One?
If something unexpected happened tomorrow, who would make decisions for you? That’s the big question at the heart of this episode of the A Wiser Retirement® Podcast, where Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta demystify what is a power of attorney and explain why nearly everyone needs them.
Related Podcast Episodes:
Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning?
Ep 233: How Second Marriages and Blended Families Impact Estate Planning
Related Financial Education Videos:
Why 18 Year Olds Need a Power of Attorney and Medical Directive
Other Links:
AG Law
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
36min

FAQs about A Wiser Retirement®:

How many episodes does A Wiser Retirement® have?

The podcast currently has 328 episodes available.

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