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 13, 2023 153. How to Recover Financially after Divorce
On this episode of A Wiser Retirement™ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, discuss divorce, all the financial hardships that come with it, and how to work around them.
Podcast Episodes Referenced:
- Ep 46: Financial Terms Everyone Should Know
- Ep 69: Achieve Financial Success in Retirement

YouTube Videos Referenced:
- Tips for Sticking to Your Financial Goals
- Stay Invested Long-Term
- 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!
...more
30min
March 06, 2023 152. 10 Tax Planning Strategies for High Net Worth Individuals
On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and guest Jordan Sute, CPA, give a quick market update. They also talk about 10 tax planning strategies for high-net-worth individuals.
Podcast Episodes Referenced:
- Ep 127: The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It
- Ep 81: What is tax loss harvesting?

YouTube Videos to Reference:
- Does inheritance count as income?
- Asset Protection for High Net Worth

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
March 01, 2023 151. Crypto Special: Crypto is Here to Stay
On this special crypto episode of The Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout talk about how cryptocurrency is not going anywhere and is here to stay, crypto proof of work, staking, and news in the crypto market. Robert is the Founder, CEO, and Portfolio manager of Teton Crypto Capital. He will be joining Casey once a month for a special crypto episode.
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
February 27, 2023 150. Can Tax-Loss Harvesting Improve Your Investing Returns?
On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, discuss if tax-loss harvesting can improve your investing returns. They talk about how this strategy can help investors use market value losses of securities to offset gains and remain invested with a diversified portfolio.

Podcast Episodes Referenced:
- Ep 81: What is Tax Loss Harvesting?
- Ep 83: Commonly Missed Tax Deductions for Business Owners
- Ep 87: Strategies to Grow and Protect Your Portfolio

YouTube Videos to Reference:
- 5 Tax-Efficient Withdrawal Strategies
- What is the Number One Rule in Investing?
Other Links:
- Big Green Egg Handles
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
February 20, 2023 149. How to inflation-proof your retirement portfolio?
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® talk about some of the reasons for high inflation, and how to inflation-proof your retirement portfolio.

Podcast Episodes Referenced:
- Ep 45: Inflation Protecting Your Portfolio
- Ep 101: What is Portfolio Diversification?
YouTube Videos to Reference:
- Protecting Your Portfolio During a Market Downturn
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
February 13, 2023 148. ChatGPT and Strategies for Managing Risk in a Portfolio
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® discuss Chat GPT and how AI could eventually be used in the financial services industry. They also go over different strategies for managing risk in your portfolio.

Podcast Episodes Referenced:
- Ep 101: What is portfolio diversification?
- Ep 100: Performance Benchmarks for your Portfolio
- Ep 91: Is your behavior affecting your portfolio?

YouTube Video Referenced:
- Protecting Your Portfolio During a Market Downturn
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
February 06, 2023 147. Market Update and What to Know about Rule 72t and Early Retirement
On this episode of A Wiser Retirement™ Podcast, Casey Smith, Brad Lyons, CFP®, and guest Jordan Sute, CPA, give an update on what's going on in the market. They also discuss early retirement and rule 72t. They also cover different ways you can avoid tax penalties if you are hoping to retire early.

Podcast Episodes Referenced:
- Ep 115: What could happen if you don’t prepare for retirement
- Ep 103: Your pre-retirement checklist
YouTube Videos to Reference:
- Changes to the 72t Interest Rates
- What is the Rule of 72t and Rule of 55?
- 3 Tips to Retire Early

Other Links:
- https://sutecpa.com/

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
January 30, 2023 146. The Power of Life Insurance to Meet your Family’s Goals
On this episode of A Wiser Retirement Podcast, Casey Smith, and Randy Hargett, CLTC, discuss the importance of life insurance to make sure your family's needs are covered.

Podcast Episodes Referenced:
- Ep 23: Life Insurance with Randy Hargett
- Ep 126: How can insurance protect your wealth?

Youtube Videos Referenced:
- Long Term Care Insurance Explained
- What is umbrella 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
28min
January 23, 2023 145. Dying without Estate Planning: Do you hate your family?
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by guest Doug Butler to discuss why estate planning is so important when planning for your future. They also go over what an estate plan consists of, and what can go wrong if you don't have one.

Podcast Episodes Referenced:
- Ep 120: Finding the right estate planning attorney for you
- Ep 123: Estate planning for young adults
- Ep 119: Choosing a CPA to meet your estate planning needs

Youtube Videos Referenced:
- Using an Online Estate Planning Service vs Using a Local Attorney
- 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
39min
January 16, 2023 144. Are you planting financial seeds for the next generation?
On this episode of A Wiser Retirement Podcast, Casey Smith, and Missie Beach, CFP®, CDFA®, discuss what goes into planting financial seeds for the next generation.

Podcast Episodes Referenced:
- Ep 128: Transferring Wealth from Generation to Generation
- Ep 121: Designing Your Portfolio to Leave a Lasting Legacy

Youtube Videos Referenced:
- What is Legacy Planning and Why is it Important?
- A Financial Advisor's Role in Legacy Planning
- Greenlight Debit Card for Kids 2022 Update
- Greenlight Debit Card for Kids Honest Review
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

FAQs about A Wiser Retirement®:

How many episodes does A Wiser Retirement® have?

The podcast currently has 303 episodes available.

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