On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® wrap up this season of the podcast by talking about the three main ways to prepare for retirement. They also reveal our theme for the new season of the podcast starting in July and say goodbye to Matthews!

Podcast Episodes Mentioned:
Episode 106: Create a Cash Flow Strategy for Retirement
Episode 107: Get Rid of Debt Before You Retire

YouTube Videos Mentioned:
4 Steps to Get Financially Organized Before Retirement
Is it too late to save for retirement?
6 Ways to Prepare to Enjoy Retirement

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about 5 different ways you can stay active during retirement. They also talk about the current market situation, and how it has entered bear market territory.

Podcast Episodes Mentioned:
Episode 112: How Retirement can Affect Mental and Physical Health
Episode 110: How does healthcare work in retirement?
Episode 107: Get Rid of Debt Before You Retire

YouTube Videos Mentioned:
The Medicare Signup Process Explained
6 Ways to Prepare to Enjoy Retirement

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

In this episode of A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management, welcomes special guest Dr. Tara Arnold, PhD, LCSW, CEDS-S, RYT-200, Clinical Co-Director of WholeHeart Psychotherapy. Dr. Arnold shares insights on finding purpose after retirement and navigating emotional wellness during this major life transition. The conversation explores marriage in retirement, recognizing signs of depression, and practicing mindfulness. She also offers strategies for managing anxiety and depression. Building a strong psychological retirement portfolio, she explains, is just as important as your financial one.

Podcast Episodes Mentioned:
Episode 106: Create a Cash Flow Strategy for Retirement
Episode 62: Managing Cash Flow in Retirement

YouTube Videos Mentioned:
6 Ways to Prepare to Enjoy Retirement
4 Steps to Get Financially Organized before Retirement

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

On this episode of A Wiser Retirement Podcast, Casey Smith and Matthews Barnett, CFP®, ChFC®, CLU® talk about the effects of retirement on both mental and physical health. Retirement is a great accomplishment, and is a huge life transition. However, many people aren't aware of the impacts that retirement can have on your mental health. It is important before you retire to think about how you will spend your time and stay busy during retirement.

Podcast Episodes Mentioned:
Episode 104: An Investment Portfolio Built for Retirement
Episode 69: Achieve Financial Success in Retirement
Episode 66: Enter Retirement Debt Free

YouTube Videos Mentioned:
6 Ways to Prepare to Enjoy Retirement
4 Steps to Get Financially Organized before Retirement
How to Boost Cash Reserves During Retirement

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about the differences between Medicare A, B, D, Medigap and Advantage. They also explain Medicare for employees, the process of switching from Advantage to Medigap, and offer advice on how often to review your plan. Speak with a specialist today so you can find the right plan for you!

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

Are you considering retiring early but are unsure about your healthcare options? On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about different healthcare options in retirement. They also talk about ways to qualify for Medicare early, the Affordable Care Act, and why it’s important to consider different saving strategies.

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® answer and explain some of the most common questions about Social Security. They also talk about current market performance, and why you should stay invested long-term. 

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about the highlights of social security, how it works, and how to maximize it in retirement. It is important to research your social security options in advance, so you are prepared for the future. It’s never too early to get started!

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about the importance of getting rid of debt before you retire. They talk about credit cards, managing student loans, real estate, and the snowball method. It is important to take control of your debt and find a payment strategy that works for you so you can have enough income to sustain yourself in retirement.

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about how to prepare cash flow in your portfolio for retirement. They describe a couple strategies for maintaining cash flow in retirement, the process of preparing for inflation, and why it’s important to invest in bonds.

Learn More:

Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.

Have questions about your financial plan? Schedule a Complimentary Consultation to discover how we can help you achieve financial freedom. We are local to Atlanta, but can meet with you virtually from wherever you are. 

Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, and the tax impact on inheritance, and more!

Stay Connected:

Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.

This podcast was produced by ...