A Wiser Retirement®

By Wiser Wealth Management

Ready to take control of your financial future? A Wiser Retirement® Podcast breaks down the strategies, insights, and real-world lessons you need to build lasting wealth and retire with conf

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4.8

4949 ratings

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FAQs about A Wiser Retirement®:

How many episodes does A Wiser Retirement® have?

The podcast currently has 347 episodes available.

A Wiser Retirement® episodes:

October 04, 2023 187. Ways Blockchain Will Change the World
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, to talk about how Blockchain will change the world. Beyond just a database, we examine how Blockchain is set to redefine security features, smart contracts, and the potential for digital voting.

Podcast Episode Referenced:
- Ep 177: Crypto Special: XRP Gets Clarity
- Ep 172: Crypto Special: Tips to Secure Your Passwords and Cryptocurrency Assets

Connect with 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
45min
October 02, 2023 186. Market Up in 2023, but Choppy Waters Ahead
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Andrew Pratt, CFA, talk about market performance in 2023 and discuss the potential for choppy waters ahead. They also delve into market expectations, the comparison between growth and value investments, bond performance, and provide insights into the market's future direction. They will educate you on the significance of asset allocation and diversification within portfolios, offering actionable steps for effectively managing risk exposure.

Podcast Episode Referenced:
- Ep 163: How to Maximize Earnings on Your Cash Reserves
- Ep 165: 5 Principals of Successful Investing

Youtube Videos Referenced:
- How to be a Long Term Investor
- Should Retirees Get Out of the Stock Market?
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
September 25, 2023 185. Opportunity Funds - Where Dreams Become Reality
Ready to turn your financial dreams into reality? On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® impart wisdom on proper financial planning and the concept of an opportunity fund. This fund can be your secret weapon to achieving family goals such as going on a grand vacation or buying a vacation home.

This episode underscores the necessity of mindfulness in your financial decisions and the immeasurable value of having a financial plan in place and sticking to it. They will also equip you with resources to help find a qualified financial advisor.

Podcast Episode Referenced:
- Ep 141: What is Holistic Financial Planning?

Youtube Videos Referenced:
-Tips for Sticking to Your Financial Goals

Other Links:
-Flightpath
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
27min
September 18, 2023 184. What It’s Like Traveling Full-Time in Retirement with the Retirement Travelers
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by the Retirement Travelers, John and Bev Martin, as they share what it's like to travel full-time in retirement, their top 5 favorite travel destinations, and financial tips for traveling. John and Bev's story is a testament to living retirement to the fullest. Check out their YouTube channel for travel advice and to follow along on their latest adventures!

Connect with the Retirement Travelers:
- Website
- YouTube
- Instagram
- Facebook

Podcast Episodes Referenced:
- Ep 158: How much can you spend in retirement?
- Ep 114: Staying Active in Retirement
- Ep 66: Enter Retirement Debt-Free

Youtube Videos Referenced:
- Financial Habits to Avoid 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
September 11, 2023 183. How to Avoid Financial Conflict in Marriage
How impactful can heated financial disagreements be on a marriage? Is there a secret formula to avoid financial conflict with your spouse? On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® discuss different ways couples often manage their finances, the pivotal role of communication, and why it's important to have joint goals.

Podcast Episodes Referenced:
- Ep 143: Financial Success is Intentional
- Ep 124: Financial Literacy is Vital for Everyone

Youtube Videos Referenced:
- 6 Habits of Financially Successful People
- 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
32min
September 04, 2023 182. Investing for the Long Haul: Creating a Retirement-Focused Investment Strategy
Are you truly ahead of the game if you’re trying to beat the market? On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® discuss investing for the long-haul, and how to create a retirement focused investment strategy. They mention misconceptions about the financial market and reveal why a bad year performance shouldn't make you lose sleep. They also go over long-term investment strategies, investing in real estate, and the S&P 500.

Podcast Episodes Referenced:
- Ep 170: How much money do you need to retire?
- Ep 103: Your Pre-Retirement Checklist

Youtube Videos Referenced:
- Are annuities a good retirement strategy?
- Should retirees get out of the stock market?
- Will a stock market decline kill my retirement?

Other links:
- SPIVA Report
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
August 28, 2023 181. 5 Common Financial Myths Debunked
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Michaela Dowdy unravel the true limits of 401K contributions and how an HSA can serve as a handy retirement tool and a resource to cover Medicare premiums. Additionally, they also discuss the age-old debate of renting vs buying. With the changing dynamics of the housing market, you might be surprised which side they're rooting for.

Podcast Episodes Referenced:
- Ep 170: How much money do you need to retire?
- Ep 95: ESG: Scam or saving the world?

Youtube Videos Referenced:
- Is financial planning different than wealth management?
- 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!
...more
30min
August 21, 2023 180. How does a Charitable Trust work?
Estate planning can feel like navigating a labyrinth of complex legalities and tax codes. On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Shawn Shelton, partner at Moore Ingram Johnson & Steel to explain Charitable Remainder Trusts (CRTs), as a strategic tool for those with estates valued over the $25 million federal estate tax exclusion.

Podcast Episodes Referenced:
- Ep 120: Finding the Right Estate Planning Attorney for You
- Ep 116: Are you striving to leave a purposeful legacy?

Youtube Videos Referenced:
- What is the role of a trustee?
- Prevent Family Conflict with Legacy Planning

Other Links:
- Learn more about Shawn Shelton: https://www.mijs.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
32min
August 14, 2023 179. Long-Term Care Insurance: To Buy or Not to Buy?
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Randy Hargett, CLTC, who is a Long-Term Care Specialist at Capstone LTC Advisors, to talk about how you can confidently secure your future and protect your family's wealth against potential catastrophic events. They will also help you determine whether you should buy long-term care insurance.

They talk about the complexities of long-term care insurance, discussing who could reap the most benefits from it and how to determine if it's the ideal choice for you. They also mention the various types of policies available, including the increasingly popular hybrid policies. They also go over maintaining a fund for long-term care expenses and how your income and assets can significantly influence these important decisions.

Podcast Episode Referenced:
- Ep 126: How can insurance protect your wealth?
- Ep 146: The Power of Life Insurance to Meet Your Family’s Goals

Youtube Videos Referenced:
- Long-Term Care Insurance Explained
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
August 07, 2023 178. The Business of Financial Advice
Curious about the intriguing dynamics within the financial advice industry? On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® unveil the hidden realities of the business of financial advice.

This episode talks about the world of financial advisors, exposing the three main business models: commission, fee-based, and fee-only, and how some can be manipulated for profit. We also talk about hidden conflicts of interest that are prevalent in this industry. We discuss resources available to those who have felt cheated or exploited by their financial advisors.

Podcast Episodes Referenced:
- Ep 118: What to look for in a financial advisor?
- Ep 143: Financial Success is Intentional

Youtube Videos Referenced:
- Financial Planner vs Financial Advisor
- Avoid the Annuity Salesperson
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

FAQs about A Wiser Retirement®:

How many episodes does A Wiser Retirement® have?

The podcast currently has 347 episodes available.

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