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

... more

4.8

4949 ratings

Download on the App Store

Download on the App Store

Get it on Google Play

FAQs about A Wiser Retirement®:

How many episodes does A Wiser Retirement® have?

The podcast currently has 324 episodes available.

A Wiser Retirement® episodes:

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
December 07, 2025 317. Pilots Start Here
On this episode of the A Wiser Retirement® Podcast, Grace Kennedy interviews Casey Smith, president of Wiser Wealth Management and former airline pilot, on how aviators can prioritize, plan, and protect their money from day one through retirement.
Related Podcast Episodes:
Ep 194: Delta, American & United: Who's Got the Best Pilot Retirement Offering?
Ep 173: Making the Most of Your Airline 401k | 401k for Airline Pilots
Related Financial Education Video:
Delta Pilots: Market Based Cash Balance Plan Explained
Avoid Asset Managers Looking to Manage Your Airline 401k
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
37min
November 30, 2025 316. The Best Whiskeys to Gift in 2025
Whiskey gifting is an art and in 2025, it’s easier (and tastier) than ever to give the perfect bottle. On this special non-financial episode of the A Wiser Retirement® Podcast, host Casey Smith sits down with whiskey enthusiast Robert Swarthout to talk all things bourbon, barrel picks, and what makes this year’s selections so special. Prices are moderating, access is improving, and distillers are getting creative making 2025 a standout year for whiskey lovers.
Related Podcast Episodes:
Ep 256: The Best Whiskeys to Gift in 2024
Ep 193: The Best Whiskeys to Gift in 2023
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
21min
November 23, 2025 315. Is $1 Million Enough to Retire? Let’s Run the Numbers
In this episode of A Wiser Retirement® Podcast, we discuss how $1 million has been the golden benchmark for retirement savings. But is this magic number still enough in today's economy?
Related Podcast Episodes:
Ep 276: How to Make Sure You're Ready for Retirement
Ep 217: What are the best and worst states to retire to?
Related Financial Education Videos:
Investing for Income vs Growth in Retirement: Finding the Balance
How to Estimate Your Tax Bill in 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
41min
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

FAQs about A Wiser Retirement®:

How many episodes does A Wiser Retirement® have?

The podcast currently has 324 episodes available.

More shows like A Wiser Retirement®

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,234 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

806 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,297 Listeners

Retire Sooner with Wes Moss by Wes Moss

Retire Sooner with Wes Moss

458 Listeners

Retirement Starts Today by Benjamin Brandt CFP®, RICP®

Retirement Starts Today

537 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

548 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

675 Listeners

The Long View by Morningstar

The Long View

921 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

823 Listeners

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance) by Ari Taublieb, CFP®, MBA

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)

584 Listeners

Retirement Planning Education, with Andy Panko by Andy Panko

Retirement Planning Education, with Andy Panko

1,059 Listeners

Engage: The Podcast for Delta Pilots by Delta MEC Communications

Engage: The Podcast for Delta Pilots

95 Listeners

Passive Income Pilots by Tait Duryea and Ryan Gibson

Passive Income Pilots

130 Listeners

The Great Retirement Debate with Ed Slott & Jeffrey Levine by The Great Retirement Debate with Ed Slott & Jeffrey Levine

The Great Retirement Debate with Ed Slott & Jeffrey Levine

151 Listeners

Retirement Answers by Jacob Duke, CFP®

Retirement Answers

104 Listeners