A Wiser Retirement®

By Wiser Wealth Management

Ready to take control of your financial future? A Wiser Retirement® Podcast breaks down the strategies, insights, and real-world lessons you need to build lasting wealth and retire with conf

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4.8

4949 ratings

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FAQs about A Wiser Retirement®:

How many episodes does A Wiser Retirement® have?

The podcast currently has 349 episodes available.

A Wiser Retirement® episodes:

July 05, 2026 348. How Do You Build Generational Wealth?
When people hear the phrase “generational wealth,” they often picture trust funds, family empires, and names like Rockefeller or Kennedy. Real generational wealth is not just about leaving behind a large account balance. It is about passing down values, habits, opportunities, work ethic, and a clear understanding of how money can support a meaningful life.
In this episode of A Wiser Retirement® Podcast, we discuss what it really takes to build generational wealth. The conversation goes beyond dollars and investments, focusing instead on how families can prepare the next generation to handle money responsibly, pursue their own goals, and carry forward a family legacy with purpose.
Related Podcast Episodes:
Ep 304. Under the Radar: Wealth Strategies for the Quietly Rich
Ep 219. Do you have a wealth preservation plan?
Related Financial Education Videos:
Divorce Proofing Your Wealth: Beyond the Basic Prenuptial Agreement
Should I Use Wealth Management?
Learn More:
Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.
Have questions about your financial plan? Schedule a Complimentary Consultation to 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, and the tax impact on inheritance, and more!
Stay Connected:
Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
52min
June 28, 2026 347. If Time Were Money, Would You Be Broke?
Most people track their spending, monitor their investments, and think carefully about where their money goes. But how often do they apply the same level of attention to their time?
In this episode of A Wiser Retirement® Podcast, Casey Smith sits down with time management expert Megan Sumrell, Founder and CEO of The Pink Bee, to discuss why so many people feel overwhelmed and what they can do to take back control of their time.
Related Podcast Episodes:
Ep 184. What It’s Like Traveling Full-Time in Retirement with the Retirement Travelers
Ep 249. How Smart Financial Planning Led to Living on a Catamaran Full-Time
Related Financial Education Videos:
Is now a good time to invest in the S&P 500?
Investing for Income vs Growth in Retirement: Finding the Balance
Other Links:
The Pink Bee
Learn More:
Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.
Have questions about your financial plan? Schedule a Complimentary Consultation to 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, and the tax impact on inheritance, and more!
Stay Connected:
Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
39min
June 21, 2026 346. Estate Planning Coordination: How Your Attorney, CPA, & Financial Advisor Work Together
For an estate plan to work in real life, your legal documents, account titles, beneficiary designations, tax strategy, and broader financial plan all need to align. That is why coordination between your estate planning attorney, CPA, and financial advisor matters.
In this episode of the A Wiser Retirement® Podcast, Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA® sits down with Estate Planning Attorney Arun Gupta of AG Law, and Jordan Gary, CPA of Jones & Kolb to talk about why estate planning isn't a solo effort, and what happens when your professional team actually works together.
Related Podcast Episodes:
Ep 314. The Simple Estate Planning Error That Could Hurt Your Family
Ep 329. Digital Estate Planning: What Happens to Your Online Life?
Related Financial Education Videos:
Using an Online Estate Planning Service vs Using a Local Attorney
Prevent Family Conflict with Legacy Planning
Other Links:
AG Law
Jones and Kolb
Learn More:
Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.
Have questions about your financial plan? Schedule a Complimentary Consultation to 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, and the tax impact on inheritance, and more!
Stay Connected:
Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
47min
June 14, 2026 345. Are You Reacting to the Headlines or Sticking to the Plan?
You weren't worried about your portfolio at breakfast. Then you check your phone and see recession warnings, tariff headlines, Federal Reserve predictions, and market experts declaring that "this time is different."
In this episode of A Wiser Retirement® Podcast, we discuss why reacting to headlines can lead investors away from their long-term financial goals. Drawing on decades of experience through events like the 2008 Financial Crisis, the COVID-19 market downturn, and the inflation-driven volatility of 2022, we explain why discipline, planning, and perspective often matter more than predictions.
Related Podcast Episodes:
Ep 284. Fear, Greed, and the Markets: Mastering Emotional Investing (Part 1)
Ep 285. Fear, Greed, and the Markets: Mastering Emotional Investing (Part 2)
Ep 323. 2025 Market Recap & 2026 Outlook: What’s Ahead for Investors
Related Financial Education Videos:
Should Pilots Invest in Aviation Stocks?
Is now a good time to invest in the S&P 500?
Additional Info:
New Book: Everything Your Financial Advisor Won't Tell You

Learn More:
Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.
Have questions about your financial plan? Schedule a Complimentary Consultation to 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, and the tax impact on inheritance, and more!
Stay Connected:
Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
54min
June 07, 2026 344. What Are the Real Uses for Crypto?
Crypto is often associated with speculation, volatility, and investors trying to pick the next big token. However, the digital asset space continues to evolve beyond that narrative.
In this episode of A Wiser Retirement® Podcast, Casey Smith speaks with Robert Swarthout, owner and founder of Teton Crypto Capital, about how blockchain technology, digital assets, and crypto-related companies are being used in real-world applications today.
Related Podcast Episodes:
Ep 326. Why Crypto Still Confuses Investors
Ep 306. Crypto in Your 401(k)? The Future of Retirement Investing
Ep 301. Crypto Update: Clarity Act, GENIUS Act, and Stablecoins
Other Links:
Teton Crypto Capital
Learn More:
Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.
Have questions about your financial plan? Schedule a Complimentary Consultation to 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, and the tax impact on inheritance, and more!
Stay Connected:
Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
35min
May 31, 2026 343. 5 Investment Pitfalls High Earners Should Avoid
Earning a high income can create opportunities, but it does not automatically translate into long-term wealth. Many professionals, executives, and business owners fall into financial habits that quietly limit their ability to build lasting financial independence.
In this episode of A Wiser Retirement® Podcast, we discuss five common investment pitfalls high earners should avoid and how intentional planning can create more flexibility and clarity for the future.
Related Podcast Episodes:
Ep 268. Top Financial Mistakes and How to Avoid Them
Ep 278. Avoid These Common Mistakes After Receiving a Large Inheritance
Related Financial Education Videos:
Common Mistakes to Avoid with Social Security Spousal Benefits
Financial Habits to Avoid in Retirement
Learn More:
Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.
Have questions about your financial plan? Schedule a Complimentary Consultation to 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, and the tax impact on inheritance, and more!
Stay Connected:
Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
36min
May 24, 2026 342. What Financial Mistakes Don’t You See Coming? (Confidence Traps to Avoid)
Confidence is often viewed as a strength, especially when it comes to building a career, running a business, or making investment decisions. But when it comes to retirement planning and long-term wealth management, overconfidence can create blind spots that lead to costly financial mistakes.
In this episode of A Wiser Retirement® Podcast, we explore the mindset traps that often affect high earners and successful professionals, and how those assumptions can quietly influence long-term financial outcomes.
Related Podcast Episodes:
Ep 181. 5 Common Financial Myths Debunked
Ep 287. The Financial $tuff They Don’t Teach You in School
Related Financial Education Videos:
What is Tax Planning?
Does retirement planning software really work?
Learn More:
Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.
Have questions about your financial plan? Schedule a Complimentary Consultation to 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, and the tax impact on inheritance, and more!
Stay Connected:
Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
46min
May 17, 2026 341. What Happens Next? A Financial Guide After Death
Losing a loved one is emotional enough without having to navigate legal paperwork, financial accounts, and estate settlement decisions at the same time. Yet for many families, those responsibilities begin almost immediately after a death occurs, often without clear guidance or preparation.
In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta, discuss what really happens after someone dies, common estate planning mistakes, and how families can avoid unnecessary stress, delays, and expenses.
Related Podcast Episodes:
Ep 314. The Simple Estate Planning Error That Could Hurt Your Family
Ep 329. Digital Estate Planning: What Happens to Your Online Life?
Related Financial Education Videos:
Prevent Family Conflict with Legacy Planning
A Financial Advisor's Role in Legacy Planning
Other Links:
AG Law, LLC
Learn More:
Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.
Have questions about your financial plan? Schedule a Complimentary Consultation to 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, and the tax impact on inheritance, and more!
Stay Connected:
Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
40min
May 10, 2026 340. 25 Years Of Wiser Wealth Management
Celebrating 25 years in business offers a rare perspective, one shaped by market booms, financial crises, industry shifts, and, most importantly, real client experiences. In this episode of A Wiser Retirement® Podcast, founder Casey Smith reflects on the journey from a startup firm to a comprehensive financial planning team, sharing the lessons learned and what the future holds.
Related Podcast Episodes:
Ep 241. The Heart and History of Wiser Wealth Management with President, Casey Smith
Ep 300. Built to Last: The History and Future of Wiser Wealth Management
Related Financial Education Videos:
Meet Casey Smith, President of Wiser Wealth Management
Learn More About Wiser Wealth Management: Who We Are & How We Help
Learn More:
Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.
Have questions about your financial plan? Schedule a Complimentary Consultation to 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, and the tax impact on inheritance, and more!
Stay Connected:
Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
1h 6min
May 03, 2026 339. How To Know If You Can Retire In Five Years? Without Guessing!
About 70% of Americans feel confident about retiring, but most don’t actually have a plan. Confidence without clarity isn’t confidence at all, it’s hope. In this episode of the A Wiser Retirement® Podcast, we break down how to turn uncertainty into a structured, testable retirement plan, especially if you’re within five years of retiring.
Related Podcast Episodes:
Ep 308. The Silent Tax: How Inflation Erodes Your Retirement
Ep 276. How to Make Sure You're Ready for Retirement
Ep 259. What Pilots (& Others) Should Consider 5 Years Before Mandatory Retirement
Related Financial Education Videos:
Can You Save Too Much for Retirement?
Financial Habits to Avoid in Retirement
Learn More:
Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.
Have questions about your financial plan? Schedule a Complimentary Consultation to 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, and the tax impact on inheritance, and more!
Stay Connected:
Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by Wiser Wealth Management. Thanks for listening!
...more
35min

FAQs about A Wiser Retirement®:

How many episodes does A Wiser Retirement® have?

The podcast currently has 349 episodes available.

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