Shows / A Wiser Retirement®
A Wiser Retirement®
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 confidence.Each week, we cut through the noise to simplify complex financial topics, covering everything from smart investing and retirement strategies to practical financial planning you can actually use. You’ll hear real success stories and actionable tips designed to help you make informed decisions at every…
Episodes
- A Wiser Retirement®
295. What Happens If You Die Without a Will? The Legal Nightmare
In this episode of the A Wiser Retirement® Podcast, Estate Planning Attorney Arun Gupta joins Senior Financial Advisor Shawna Theriault to discuss how taking…
- A Wiser Retirement®
294. What Flying a Plane Teaches Us About Financial Risk
In this episode of the A Wiser Retirement® Podcast, we cover how principles from aviation, like threat and error management, proactive and reactive planning…
- A Wiser Retirement®
293. Retirement for Business Owners: Selling Your Business or Passing It On
Whether you're planning to retire, sell your business, or pass it on to the next generation, having a clear succession plan is essential. Unfortunately, many…
- A Wiser Retirement®
292. Is an MBA Worth the Investment?
In this episode of the A Wiser Retirement® Podcast, we explore whether pursuing an MBA is truly worth the investment. We’re joined by Nancy Mercer, Assistant…
- A Wiser Retirement®
291. How is Financial Planning Different for Entrepreneurs
In this episode of the A Wiser Retirement® Podcast, we explore how financial planning is different for entrepreneurs. From managing fluctuating income and…
- A Wiser Retirement®
290. Is gold still a good investment?
Gold has long been considered a safe haven during times of uncertainty, often used to hedge against inflation and geopolitical risk. In this episode of the A…
- A Wiser Retirement®
289. Are Pensions Worth the Wait? The Golden Handcuffs Debate
Pensions can provide a valuable source of retirement income, but deciding whether to stick with a job solely for the pension is more complex than it may seem…
- A Wiser Retirement®
288. What is the FAFSA, and how does it work?
In this episode of A Wiser Retirement® Podcast, we discuss how the Free Application for Federal Student Aid (FAFSA) is crucial in determining eligibility for…
- A Wiser Retirement®
287. The Financial $tuff They Don’t Teach You in School
In this episode of A Wiser Retirement® Podcast, we talk about financial concepts that most people aren't taught in school but are essential for everyday life…
- A Wiser Retirement®
286. How can I evaluate crypto as a potential investment?
Join us for this episode of A Wiser Retirement® Podcast as we dive into how to evaluate cryptocurrency as a potential investment and whether it deserves a…
- A Wiser Retirement®
285. Fear, Greed, and the Markets: Mastering Emotional Investing (Part 2)
Emotional investing is one of the biggest barriers to long-term financial success. With constant news cycles and market noise, it’s easy to make decisions…
- A Wiser Retirement®
284. Fear, Greed, and the Markets: Mastering Emotional Investing (Part 1)
In this episode of A Wiser Retirement® Podcast, we discuss how emotions like fear, greed, and regret can influence investment decisions and lead to costly…
- A Wiser Retirement®
283. How to Manage a Sudden Money Windfall: IPOs, Business Sales, or Inheritance
Receiving a large money windfall from an inheritance, business sale, IPO, or legal settlement can be life-changing, but it can also lead to costly mistakes if…
- A Wiser Retirement®
282. Is Private Credit Right for You? Pros, Cons & Considerations
Join us for this episode of A Wiser Retirement® Podcast as we explore private credit, a unique investment option offering potentially higher yields by lending…
- A Wiser Retirement®
281. Crypto Update: Tariffs, Ripple’s Victory, and What’s Next for Investors
Join us for this episode of A Wiser Retirement® Podcast as we dive into the rapidly changing world of cryptocurrency. From Bitcoin’s price swings to regulatory…
- A Wiser Retirement®
280. The Ex-Factor: Your Social Security Rights After Divorce
Divorce can bring significant financial changes, but many overlook how Social Security benefits fit into their post-divorce financial strategy. In this episode…
- A Wiser Retirement®
279. What Should Parents of Children with Disabilities Know About Estate Planning?
Planning for the future of a child with disabilities is a complex and emotional journey, but taking proactive steps can help ensure a stable and fulfilling…
- A Wiser Retirement®
278. Avoid These Common Mistakes After Receiving a Large Inheritance
Receiving a large inheritance can be both a blessing and a challenge. While it offers the opportunity to improve your financial future, it also comes with…
- A Wiser Retirement®
277. Tariffs, Trump, and Turbulence: Making Sense of Market Mayhem
Tariffs, fiscal policy, and market volatility have become growing concerns for many investors. In this episode of A Wiser Retirement® Podcast, we unpack what…
- A Wiser Retirement®
276. How to Make Sure You're Ready for Retirement
Join us on this episode of A Wiser Retirement® Podcast, where we break down the essential steps to help you prepare for a secure and fulfilling retirement…
- A Wiser Retirement®
275. Crypto Update: The U.S. Bitcoin Reserve, SBF’s Prison Interview, and 24-Hour Nasdaq Trading
Join us for this episode of A Wiser Retirement® Podcast as we explore the U.S. government's growing Bitcoin holdings and the potential creation of an official…
- A Wiser Retirement®
274. Buying a Home in the Best School District: What You Need to Know
Join us on this episode of A Wiser Retirement® Podcast, as Casey Smith and Paul Montaperto from Family2Family Relocation discuss tips for families looking to…
- A Wiser Retirement®
273. How Early Retirement Affects Pilot Benefits
Are you a pilot contemplating the possibility of retiring early? Join us on this episode of A Wiser Retirement® Podcast, where we explore the complexities…
- A Wiser Retirement®
272. Why should I pay a financial advisor to invest in low-cost ETFs?
Join us on this episode of A Wiser Retirement® Podcast, where we explore why paying a financial advisor to invest in ETFs may be worth the cost, even when…
- A Wiser Retirement®
271. How to Build Lasting Wealth in Your 20s and 30s: Tips for Financial Freedom
What steps should you take in your 20s and 30s to build sustainable wealth? In this episode of A Wiser Retirement® Podcast, we break down the key financial…
- A Wiser Retirement®
270. Crypto Update: Meme Coin Resurgence, ByBit Hack & Crypto Taxation
Join us for this episode of A Wiser Retirement® Podcast, where we explore the latest changes shaping the cryptocurrency market. From the resurgence of meme…
- A Wiser Retirement®
269. What College Expenses are Tax Deductible for Parents?
Managing college expenses can be overwhelming, but understanding available tax benefits can help parents reduce costs. Join us on this episode of A Wiser…
- A Wiser Retirement®
268. Top Financial Mistakes and How to Avoid Them
Are you curious about the top financial mistakes people make, and how to avoid them? Tune in to this episode of A Wiser Retirement® Podcast as Grace Kennedy…
- A Wiser Retirement®
267. The 2025 Housing Market: Trends, Changes, and What to Expect
Curious about where mortgage rates and home prices are headed in 2025? Tune in to this episode of A Wiser Retirement® Podcast as Tom Townsend, Realtor at…
- A Wiser Retirement®
266. Crypto Update: SpaceX Uses Stablecoins, Trump’s Meme Coin & Altcoin ETF Filings
Join us for this episode of A Wiser Retirement® Podcast as we dive into the latest developments in the cryptocurrency market. We explore new regulatory…
- A Wiser Retirement®
265. Roth 401(k) vs. Roth IRA: Which One is Right for You?
Curious about the difference between a Roth 401(k) and a Roth IRA? Join us on this episode of A Wiser Retirement® Podcast as we discuss key aspects of…
- A Wiser Retirement®
264. Shaping the Future of Aviation: Key Leadership Skills for Pilots
Pilots, do you want to elevate your leadership skills? Join us on this episode of A Wiser Retirement® Podcast, where we dive into the essential role of…
- A Wiser Retirement®
263. Trump’s Economic Policies: Tax, Tariffs, and More
Curious how Trump’s economic policies will impact your portfolio? Join us on this episode of A Wiser Retirement® Podcast as we talk about strategies for…
- A Wiser Retirement®
262. Optimizing Your Tax Plan for 2025: Key Moves to Make
Curious about how to optimize your tax plan for 2025? Join us on this episode of A Wiser Retirement® Podcast as we share key tax moves to make this year. We…
- A Wiser Retirement®
261. 2025 Market Outlook: Navigating the Year Ahead
Curious how to navigate the stock market in 2025? Join us on this episode of A Wiser Retirement® Podcast as we share our 2025 market outlook. We cover key…
- A Wiser Retirement®
260. 10 Financial Habits That Lead to Long-Term Success
In this episode of A Wiser Retirement® Podcast, we discuss 10 financial habits to help you take control of your finances, from setting a clear vision and…
- A Wiser Retirement®
259. What Pilots (& Others) Should Consider 5 Years Before Mandatory Retirement
Retirement for pilots comes with its own set of challenges and opportunities, especially with the mandatory retirement age of 65. In this episode of A Wiser…
- A Wiser Retirement®
258. The True Cost of the Holidays: How Much Are We Really Spending?
Does holiday stress overshadow the joy of the season? Join us on this episode of A Wiser Retirement® Podcast as we dive into the true cost of holiday spending…
- A Wiser Retirement®
257. The Election Outcome Impact on Crypto, BTC ETFs, and Bitwise Files for Index Product
Tune in to this episode of A Wiser Retirement® Podcast where we discuss how the post-election landscape is shaping the future of cryptocurrency. Casey Smith…
- A Wiser Retirement®
256. The Best Whiskeys to Gift in 2024
Tune in to this episode of A Wiser Retirement® Podcast where we explore the best whiskeys to gift in 2024. Discover our top three recommendations for whiskeys…
- A Wiser Retirement®
255. The Power of Generosity and Its Impact On Your Finances
In this episode of A Wiser Retirement® Podcast, we're joined by Missie Beach, CFP®, CDFA®, to discuss the power of generosity and its impact on your finances…
- A Wiser Retirement®
254. Closing the Year Strong: Key Financial Moves Before Year-End
Discover how to make your investments work smarter, not harder, with tax-efficient strategies. In this episode of A Wiser Retirement® Podcast, we tackle the…
- A Wiser Retirement®
253. Navigating the Future of the Airline Industry
In this episode of A Wiser Retirement® Podcast, we're joined by Courtney Miller, Managing Director at Visual Approach Analytics. Learn how airlines like…
- A Wiser Retirement®
252. The Crypto Agenda: SEC's Next Moves, BTC ETFs, and Kamala Harris' Crypto Policy
Tune in to this episode of A Wiser Retirement® Podcast where Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital…
- A Wiser Retirement®
251. Shawna Theriault’s Road to Becoming a Financial Advisor
Join us for this episode of A Wiser Retirement® Podcast, where Casey Smith interviews Shawna Theriault, CFP®, CPA, CDFA®, Senior Financial Advisor, about her…
- A Wiser Retirement®
250. Celebrating 250 Episodes: Our Top Financial Success Stories
Celebrate with us as we hit an incredible milestone—our 250th podcast episode! We share some exciting updates about A Wiser Retirement® Podcast. We also…
- A Wiser Retirement®
249. How Smart Financial Planning Led to Living on a Catamaran Full-Time
Join us on this episode of A Wiser Retirement® Podcast as we chat with Bradley and Kate Swarthout about their journey from leaving a traditional life to living…
- A Wiser Retirement®
248. 2025 Medicare Changes: What You Need to Know
In 2025, Medicare will eliminate the Part D coverage gap, cap out-of-pocket prescription costs at $2,000, and offer a payment plan. Some Georgia Medicare…
- A Wiser Retirement®
247. Why It’s Crucial to Separate Your Business and Personal Assets
When running a business, it's essential to maintain a clear distinction between business and personal assets. This separation is vital for liability…
- A Wiser Retirement®
246. SEC v. Ripple Lawsuit Resolved, BTC ETFs, and the Election
Tune in to this episode of A Wiser Retirement® Podcast as Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital…
- A Wiser Retirement®
245. Strategies for Early Retirement and Long-Term Security
Achieving early retirement and long-term financial security requires a strategic approach that includes saving aggressively, living below your means, and…
- A Wiser Retirement®
244. Financial Steps to Take After the Loss of a Loved One
Managing a loved one's estate can be overwhelming. How do you ensure you're not missing critical steps? Join us on this episode of A Wiser Retirement® Podcast…
- A Wiser Retirement®
243. Investment Strategy in an Election Year: Is a Market Correction Coming?
Is a market correction on the horizon? In this episode of the A Wiser Retirement® Podcast, we discuss key strategies for investing during an election year. We…
- A Wiser Retirement®
242. Financial Tips for Women to Secure Their Future
Can financial knowledge and independence unlock a better future for women? In this episode of A Wiser Retirement® Podcast, we explore essential steps women can…
- A Wiser Retirement®
241. The Heart and History of Wiser Wealth Management with President, Casey Smith
Wiser Wealth Management was founded with a clear mission: to do the right thing and make a positive impact on people’s lives. Michaela Dowdy interviews Casey…
- A Wiser Retirement®
240. The Benefits of Diversified Income Streams
Ever wondered how diversified income streams can shape your financial future? In this episode, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, dive into…
- A Wiser Retirement®
239. How can I reduce my current taxable income?
On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, explore strategies for reducing taxable income, such as…
- A Wiser Retirement®
238. Is Instant Gratification Ruining Your Financial Goals?
Is instant gratification ruining your financial goals? On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®…
- A Wiser Retirement®
237. Estate Planning for Crypto Assets
On this episode of A Wiser Retirement® Podcast, we talk about estate planning for crypto assets, the recent launch of eight Ethereum ETFs, the future of…
- A Wiser Retirement®
236. Be Your Own Bank with Life Insurance - Is this legit?
On this episode of A Wiser Retirement® Podcast, we talk about using life insurance to be your own bank with Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®…