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 315 episodes available.

A Wiser Retirement® episodes:

November 16, 2025 314. The Simple Estate Planning Error That Could Hurt Your Family
In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta discuss a real-life story that shows how one overlooked detail can lead to heartbreaking consequences for a family.
Related Podcast Episodes:
Ep 295: What Happens If You Die Without a Will? The Legal Nightmare
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:
Prevent Family Conflict with Legacy Planning
Does inheritance count as income?
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
32min
November 09, 2025 313. How Can You Help Your Parents Plan Financially for The Future?
In this episode of A Wiser Retirement® Podcast, we are tackling the tough, but essential topic of helping your parents plan financially for the years ahead. As more Americans find themselves supporting both their children and their parents, it’s never been more important to plan ahead, start the right conversations, and protect your family’s financial future.
Related Podcast Episodes:
Ep 189: Taking Control of Finances for Your Aging Parents
Ep 283: How to Manage a Sudden Money Windfall: IPOs, Business Sale, or Inheritance
Related Financial Education Videos:
Prevent Family Conflict with Legacy Planning
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
November 05, 2025 312. Is Crypto Right for You?
In this episode of A Wiser Retirement® Podcast, Casey Smith sat down with Robert Swarthout, Founder & CEO of Teton Crypto Capital, to revisit the cryptocurrency questions they first tackled in 2020 and how the answers have evolved over time. Their answers are here to help you find out, does crypto belong in your portfolio?
Related Podcast Episodes:
Ep 14. Are Digital Currencies Right For You?
Ep 306. Crypto in Your 401(k)? The Future of Retirement Investing
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
42min
November 02, 2025311. Smart Charitable Giving Before December 31st
In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and William Medcalf, CFP® discuss how year-end is the perfect time to be strategic with charitable giving. They explore smarter ways to give, instead of just writing a check, to reduce your tax burden.
Related Podcast Episodes:
Ep 307: Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them
Ep 180: How does a Charitable Trust work?
Ep 190: Year-End Tax Moves: Planning Ahead for a Stress-Free Tax Season with Jordan Sute Norton, CPA
Related Financial Education Videos:
What is a charitable remainder trust (CRT)?
Reduce Your Taxes and AGI by Giving to Charity
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
35min
October 26, 2025310. How Can You Travel the World in Retirement?
In this episode of A Wiser Retirement® Podcast, Casey Smith and Travel Advisor Amy Rambo with Blue Pineapple Travel cover how to build a travel line item into your retirement plan, stretch your budget with timing and seat strategies, stay protected with insurance, and tailor trips to your pace and mobility.
Related Podcast Episodes:
Ep 294: How Smart Financial Planning Led to Living on a Catamaran Full Time
Ep 203: How to Create a Realistic Travel Budget with Amy Rambo
Ep 192: Estate Planning for Those that Travel Frequently or Live in Multiple States
Ep 184: What It’s Like Traveling Full-Time in Retirement with the Retirement Travelers
Related Financial Education Videos:
What is Financial Planning?
Other Links:
Blue Pineapple Travel
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
48min
October 19, 2025309. Financial Planning Tools for Pilots, By a Former Airline Pilot
In this episode of A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management and former airline pilot is with Grace Kennedy, Financial Planning Associate to discuss the unique financial needs of pilots and the smartest financial planning path for them.
Airline pilots face a unique mix of high-but-variable income, mandatory retirement at 65, stringent medical requirements, and shifting industry dynamics. That’s why “pilot math” matters, your plan has to reflect guarantee hours, upgrade paths, commuting realities, union benefits, and specialized employer plans.
Related Podcast Episodes:
Ep 234: Pilots, Maximize Your 401(k) Contributions!
Ep 309: What Pilots and Others Should Consider 5 Years Before Mandatory Retirement
Related Financial Education Videos:
Pilots: Roth or No Roth... That's the Question
Why Financial Planning is Different for Pilots
Delta Pilots: Market Based Cash Balance Plan Explained
Other Links:
Free 401K Allocation Guide for Pilots
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
47min
October 12, 2025 308. The Silent Tax: How Inflation Erodes Your Retirement
In this episode of A Wiser Retirement® Podcast, Casey Smith, and Financial Advisor Michaela Dowdy dive into how retirement planning isn’t just about matching today’s income with today’s expenses. It’s about preparing for the future value of money.
Related Podcast Episodes:
Ep 245. Strategies for Early Retirement and Long-Term Security
Ep 212. Medical Costs During Retirement and Preparing for the Unexpected

Related Financial Education Videos:
How Often Should You Review Your Retirement Income Plan?
What to Do When a Loved One Isn’t Financially Prepared for Retirement
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
28min
October 05, 2025 307. Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them
In this episode of the A Wiser Retirement® Podcast, Estate Planning Attorney Arun Gupta joins Shawna Theriault, CFP®, CPA, CDFA® to demystify trusts, what they are, who they’re for, and how 10 common trust types work in real life.
Related Podcast Episodes:
Ep 295: What Happens If You Die Without a Will? The Legal Nightmare
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:
Prevent Family Conflict with Legacy Planning
Does inheritance count as income?
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
46min
October 01, 2025306. Crypto in Your 401(k)? The Future of Retirement Investing
In this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Robert Swarthout, CEO and Portfolio Manager of Teton Crypto Capital. Together, they dive into the latest crypto news, from the launch of new ETFs to the growing influence of stablecoins in U.S. Treasuries. The conversation explores how these developments could impact retirement planning and whether crypto deserves a place in your 401(k).
Related Podcast Episodes:
Ep 296: Crypto Update: Big Beautiful Bill, GENIUS Act, & Crypto Company IPOs
Ep 286: How can I evaluate crypto as a potential investment?
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
29min
September 28, 2025 305. Just Moved to a New State? Here’s Your Financial To-Do List
In this episode of A Wiser Retirement® Podcast, Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA® is joined by Financial Advisor William Medcalf, CFP® to discuss the financial implications of moving across state lines, and how a change in location can also mean major changes to your financial life.
Related Podcast Episodes:
- Ep 77: Tips for Moving to Lower Tax States
- Ep 274: Buying a Home in the Best School District: What You Need to Know
Related YouTube Videos:
Should I invest in real estate or stocks?
Second Home Considerations: Tax Implications of Multiple Residences
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

FAQs about A Wiser Retirement®:

How many episodes does A Wiser Retirement® have?

The podcast currently has 315 episodes available.

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