On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® talk about how to maximize earnings on your cash reserves and cover the basics of ESG investing.

Podcast Episodes Referenced:
- Ep 143: Financial Success is Intentional
- Ep 102: Low Cost, Diversified, Long-term Investing

YouTube Videos Referenced:
- What is the right time to invest in the stock market?
- How to be a Long-Term Investor

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!

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Evan Bogan, airline captain, to talk about how flying a plane can be compared to retirement planning.

Podcast Episodes Referenced:
- Ep 141: What is holistic financial planning?
- Ep 129: Financial Planning Looks Different in Every Decade of Your Life

YouTube Videos Referenced:
- Avoid Asset Managers Looking to Manage your Airline 401k
- Should I hire a financial advisor or DIY?

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!

On this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout discuss some of the reasons why Crypto is so confusing to the average investor and why people may opt for other investment options.

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!

On this episode of A Wiser Retirement™ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy, discuss how finances affect divorce. They also talk about things couples can do to avoid heading down the road toward divorce.

Podcast Episodes Referenced:
- Ep 153: How to Recover Financially After Divorce
- Ep 143: Financial Success is Intentional

YouTube Videos Referenced:
- 6 Habits of Financially Successful People
- Should I Hire a Financial Advisor or DIY?

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!

At the start of the episode, Casey Smith takes a few minutes to talk with Amy Rambo, a travel advisor at Blue Pineapple Travel. They talk about traveling in retirement and mention some of the benefits of hiring a travel advisor to help plan your next trip. Casey is joined by Missie Beach, CFP®, CDFA®, for the remainder of the episode to talk about steps you can take to retire early.

Podcast Episodes Referenced:
- Ep 147: Market Update and What to Know about Rule 72t and Early Retirement
- Ep 107: Get Rid of Debt Before You Retire

YouTube Videos Referenced:
- 3 Tips to Retire Early
- What is the Rule of 72t and Rule of 55?

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!

On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, talk about different ways to prepare for retirement and how to determine how much you can spend in retirement.

 Podcast Episodes Referenced:
- Ep 106: Create a Cash Flow Strategy for Retirement
- Ep 107: Get Rid of Debt Before You Retire
- Ep 68: Leveraging Your Wealth in Retirement
- Ep 60: Withdrawal Strategies for Retirement

YouTube Videos Referenced:
- Will a Stock Market Decline Kill My Retirement?
- Are Annuities a Good Retirement Strategy?

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!

On this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout are joined by guest Don Friedman to discuss their view on where crypto is headed. Don Friedman is the President of DACFP, the Digital Assets Council of Financial Professionals. During Don’s 20-year career, he has created and produced many of the financial industry’s largest and most prestigious events.

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!

On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, discuss the Silicon Valley Bank collapse and if people should be concerned about banks now.

 Podcast Episodes Referenced:
- Ep 154: Investing Through Times of Fear

YouTube Videos Referenced:
- What You Need to Know About Silicon Valley Bank Failure
- Stay Invested Long Term

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!

On this episode of A Wiser Retirement™ Podcast, Casey Smith, and guest Logan Steele, discuss preparation for medicare enrollment, and the different options for Medicare coverage.

 Podcast Episodes Referenced:
- Ep 111: Differences between Medicare A, B, D, Medigap, and Advantage
- Ep 110: How Does Healthcare Work in Retirement?

YouTube Videos Referenced:
- What is IRMAA?
- How does Medicare work?

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!

On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, talk about investing through times of fear. They also discuss 37 different reasons people often fear investing in the stock market, but shouldn't.

Podcast Episodes Referenced:
- Ep 53: Invest Now, In this Market?
- Ep 91: Is Your Behavior Affecting Your Portfolio?

YouTube Videos Referenced:
- How to be a Long Term Investor
- What is the Number One Rule in Investing?

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!