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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4.8

4848 ratings

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FAQs about A Wiser Retirement®:

How many episodes does A Wiser Retirement® have?

The podcast currently has 303 episodes available.

A Wiser Retirement® episodes:

March 18, 2024 213. How do I terminate a relationship with my financial advisor?
On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to talk about how to terminate a relationship with your financial advisor. They discuss common reasons people part ways with financial advisors, understanding any terms related to termination, tips for communicating the decision to your advisor, and how to monitor the transition.

Podcast Episodes Referenced:
- Ep 118: What to Look for in a Financial Advisor

YouTube Videos Referenced:
- Financial Planner vs Financial Advisor
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
31min
March 11, 2024 212. Medical Costs During Retirement and Preparing for the Unexpected
On this episode of A Wiser Retirement™, Casey Smith is joined by Logan Steele from Steele Choice Insurance to talk about medical costs during retirement and preparing for the unexpected. They go over Medicare, long-term care, healthcare costs, Medigap, and traveling overseas for medical procedures.

Related Podcasts:
- Ep 179: Long-Term Care Insurance: To Buy or Not to Buy?
- Ep 188: Current State of Healthcare and Medicare Open Enrollment

Related YouTube Videos:
- What is IRMAA?

Other Links:
- Steele Choice Insurance
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
March 06, 2024 211. Crypto and Technology Update
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, to talk about their concerns over AI platforms like ChatGPT and Google's Gemini, the ongoing bankruptcy proceedings for FTX, the potential for Ethereum to receive an ETF, as well as the potential implications of Bitcoin reaching a million dollars.

Podcast Episodes Referenced:
- Ep 206: Bitcoin ETF Launch Update, SEC's X Account Hacked, & Greyscale's Outflow
- Ep 202: Bitcoin Halving and the Upcoming Bull Run
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
34min
March 04, 2024 210. How can I set my child up for financial success?
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, Senior Financial Advisor, and Michaela Dowdy, Financial Planning Associate, to talk about strategies for educating your children on money management, credit, investing, and saving to pave the way for their financial success.
Podcast Episodes Referenced:
- Ep 168: Everything You Need to Know About 529 Plans

YouTube Video Referenced:
- Georgia Will Now Mandate Personal Finance Education in Schools

Blogs Referenced:
- Should we use the 529 for private school or save it for college?
- Benefits of a Custodial Roth IRA for Your Kids
- Teaching Your Kids About Money

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
February 26, 2024 209. Alimony vs Child Support: What are the differences?
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® are joined by guest, Leslie O'Neal, Family Law Attorney. They talk about the differences between alimony and child support, the factors that determine alimony, different types of alimony, and why alimony is not as common anymore.

Podcast Episodes Referenced:
- Ep 160: How Finances Affect Divorce
- Ep 153: How to Recover Financially after Divorce

YouTube Video Referenced:
- Will I have access to money when I file for divorce?
- What is a Certified Divorce Financial Analyst®?

Other Links:
- Contact Leslie O'Neal: https://odelloneal.com/our-team/leslie-oneal/
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
54min
February 19, 2024 208. How Direct Indexing Benefits High Net Worth Individuals
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Andrew Pratt to talk about what direct indexing is, the pros and cons, and how it benefits high-net-worth individuals. Listen to this episode to see if Direct Indexing is the right strategy for you!

Podcast Episodes Referenced:
- Ep 175: Passing Down Generational Wealth
- Ep 152: 10 Tax Planning Strategies for High Net Worth Individuals

YouTube Video Referenced:
- How to Hire a High-Net-Worth Financial Advisor

Blog Referenced:
- Is direct indexing the right strategy for you?
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
33min
February 12, 2024 207. What are the biggest struggles of a small business owner?
On this episode of A Wiser Retirement™ Podcast, we talk about common struggles that small business owners face. Listen to this episode with Casey Smith who is joined by Marty Paradise, from Paradise Business Coaching.

Podcast Episodes Referenced:
- Ep 176: Tips to Grow and Scale Your Small Business with Marty Paradise
- Ep 138: Making Your Business Less Dependent on You

Youtube Videos Referenced:
- How to Reduce Taxable Income as a Business Owner
- Tips for Growing Your Small Business

Other Links:
- Connect with Marty Paradise - Paradise Business Coaching
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
54min
February 05, 2024 206. Bitcoin ETF Launch Update, SEC's X Account Hacked, & Greyscale's Outflow
On this special crypto episode of A Wiser Retirement Podcast™, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They talk about the Bitcoin ETF launch, the SEC's X account getting hacked, VanEck delisting their ETF, Greyscale outflow, and Bitwise.

Podcast Episodes Referenced:
- Ep 197: Will financial advisors be using Bitcoin ETFs soon?
- Ep 202: Bitcoin Halving and the Upcoming Bull Run

Youtube Videos Referenced:
- Bitcoin ETFs Have Been Approved - Here's What You Need to Know

Other Links:
- Contact Robert Swarthout: [email protected]
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 29, 2024 205. Financial Concerns that are Unlikely to Happen
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Andrew Pratt, CFA to talk about financial concerns that are unlikely to happen. They bring up various political, financial, and market-related predictions and concerns that never materialized. They also highlight the necessity of having a robust financial plan that aligns with your goals, risk tolerance, and lifestyle.

Podcast Episodes Referenced:
- Ep 181: 5 Common Financial Myths Debunked
- Ep 141: What is holistic financial planning?

Youtube Videos Referenced:
- Financial Habits to Avoid in Retirement
- Pitfalls of Living Rich but Not Building Wealth
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
49min
January 22, 2024 204. From Flight School to Financial Freedom: Building Wealth in the Aviation Industry
On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Evan Bogan, Airline Captain to talk about how the aviation industry has changed over the years. They exchange stories, talk about the change in pilot salaries, the state of the aviation industry, and how pilots can be wise with their money.

Click here to download a FREE 401k allocation for your airline.

Podcast Episodes Referenced:
- Ep 194: Delta, American & United: Who's Got the Best Pilot Retirement Offering?
- Ep 173: Making the Most of Your Airline 401k
- Ep 162: Is your retirement plan ready for takeoff?

Youtube Videos Referenced:
- Delta Pilot's Guaranteed Variable Universal Life (GVUL) - What Action You Need to Take
- Tips for Airline Pilots Approaching Retirement
- A Pilot's Guide to Building a Strong Financial Foundation
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

FAQs about A Wiser Retirement®:

How many episodes does A Wiser Retirement® have?

The podcast currently has 303 episodes available.

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