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®
235. Investing in Index Funds: Benefits and Strategies
On this episode of A Wiser Retirement® Podcast, we discuss investing in index funds with Casey Smith and Andrew Pratt, CFA, CBDA. We talk about the importance…
- A Wiser Retirement®
234. Pilots, Maximize Your 401(k) Contributions!
Are you maximizing the full potential of your 401k as a pilot? On this episode of A Wiser Retirement® Podcast, Casey Smith and Missie Beach, CFP®, CDFA® talk…
- A Wiser Retirement®
233. How Second Marriages and Blended Families Impact Estate Planning
On this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Shawna Theriault, CFP®, CPA, CDFA® to talk about how second marriages and blended…
- A Wiser Retirement®
232. Is the backdoor Roth IRA strategy right for you?
High-income earners, are you looking for a way to maximize your retirement savings even if you exceed the income limits for a Roth IRA? On this episode of A…
- A Wiser Retirement®
231. The State of RIA Crypto Education, ETH ETFs, and the Memecoin Frenzy
Is your financial advisor ready for the crypto revolution? On this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Robert Swarthout, Founder…
- A Wiser Retirement®
230. What Can and Can't be Included in a Prenup
In this episode of A Wiser Retirement®, Casey Smith and Missie Beach, CFP®, CDFA®, talk with Leslie O'Neal, a Family Law Attorney and Partner at O'Dell and…
- A Wiser Retirement®
229. How do I avoid capital gains tax?
On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA® discuss various methods to minimize capital gains taxes…
- A Wiser Retirement®
228. How to Choose the Right Franchise with Jon Ostenson
Unlock the secrets to successful franchising with our special guest, Jon Ostenson, CEO of FranBridge Consulting and former president of Shelf Genie. Jon joins…
- A Wiser Retirement®
227. I’ve inherited $200k, what should I do?
Can inheriting money truly change your life for the better, or could it create unforeseen financial pitfalls? On this episode of A Wiser Retirement® Podcast…
- A Wiser Retirement®
226. SWIFT Plans to Launch CBDC, Binance Founder CZ Sentenced, & Ethereum ETF News
On this episode of A Wiser Retirement®, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They discuss…
- A Wiser Retirement®
225. Will the 2024 presidential election influence the stock market?
Will the 2024 Presidential election influence the stock market? On this episode of A Wiser Retirement®, Casey Smith is joined by Andrew Pratt, CFA, CBDA, to…
- A Wiser Retirement®
224. Living in the Moment While Planning for the Future
It's often tricky to find the balance between living in the moment and planning for the future. On this episode of A Wiser Retirement™, Casey Smith, Missie…
- A Wiser Retirement®
223. Should you buy a house in 2024?
Is 2024 a good time to purchase a new home? On this episode of A Wiser Retirement™, Casey Smith is joined by realtor, Tom Townsend from Townsend Realty Group…
- A Wiser Retirement®
222. When should I claim Social Security if I don’t need it?
When should I claim Social Security if I don't need it? On this episode of A Wiser Retirement™, Casey Smith and Missie Beach, CFP®, CDFA® talk about the best…
- A Wiser Retirement®
221. How to Prioritize Financial Goals
On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy discuss how to prioritize financial goals. They encourage…
- A Wiser Retirement®
220. Is Bitcoin more than digital gold?
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They…
- A Wiser Retirement®
219. Do you have a wealth preservation plan?
On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to discuss wealth preservation plans and various asset protection…
- A Wiser Retirement®
218. Budgeting Tips for Pilots with a Variable Income
On this episode of A Wiser Retirement™, Casey Smith is joined by guests, Justin and Jennifer Place. Justin and Jennifer are both Pilots at a major airline…
- A Wiser Retirement®
217. What are the best and worst states to retire to?
Have you thought about moving to a new state when you retire? On this episode of A Wiser Retirement™, Casey Smith is joined by Michaela Dowdy to talk about the…
- A Wiser Retirement®
216. What are alternative investments? Should you be invested in them?
On this episode of A Wiser Retirement™, Casey Smith is joined by Andrew Pratt and Robert Swarthout. Andrew is the Investment Manager at Wiser and Robert is the…
- A Wiser Retirement®
215. Happy Financial Literacy Month!
Happy Financial Literacy Month! On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Michaela Dowdy to talk about…
- A Wiser Retirement®
214. What is disability insurance and do I need it?
On this episode of A Wiser Retirement™, Casey Smith is joined by Randy Hargett and Kyle Conroy. Randy is a Long Term Care Specialist at Capstone LTC Advisors…
- A Wiser Retirement®
213. How do I terminate a relationship with my financial advisor?
On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to talk about how to terminate a relationship with your financial…
- A Wiser Retirement®
212. Medical Costs During Retirement and Preparing for the Unexpected
On this episode of A Wiser Retirement™, Casey Smith is joined by Logan Steele from Steele Choice Insurance to talk about medical costs during retirement and…
- A Wiser Retirement®
211. Crypto and Technology Update
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, to talk about their concerns over AI platforms like ChatGPT and…
- A Wiser Retirement®
210. How can I set my child up for financial success?
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, Senior Financial Advisor, and Michaela Dowdy, Financial…
- A Wiser Retirement®
209. Alimony vs Child Support: What are the differences?
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® are joined by guest, Leslie O'Neal, Family Law Attorney. They talk…
- A Wiser Retirement®
208. How Direct Indexing Benefits High Net Worth Individuals
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Andrew Pratt to talk about what direct indexing is, the pros and cons, and how it…
- A Wiser Retirement®
207. What are the biggest struggles of a small business owner?
On this episode of A Wiser Retirement™ Podcast, we talk about common struggles that small business owners face. Listen to this episode with Casey Smith who is…
- A Wiser Retirement®
206. Bitcoin ETF Launch Update, SEC's X Account Hacked, & Greyscale's Outflow
On this special crypto episode of A Wiser Retirement Podcast™, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto…
- A Wiser Retirement®
205. Financial Concerns that are Unlikely to Happen
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Andrew Pratt, CFA to talk about financial concerns that…
- A Wiser Retirement®
204. From Flight School to Financial Freedom: Building Wealth in the Aviation Industry
On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Evan Bogan, Airline Captain to talk about how the aviation industry has changed over…
- A Wiser Retirement®
203. How to Create a Realistic Travel Budget with Amy Rambo
On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Amy Rambo, Travel Advisor with Blue Pineapple Travel. Discover how to create…
- A Wiser Retirement®
202. Bitcoin Halving and the Upcoming Bull Run
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…
- A Wiser Retirement®
201. 2023 Market Recap and 2024 Market Predictions
On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Andrew Pratt, CFA, and Missie Beach, CFP®, CDFA®, to discuss the potential impact of…
- A Wiser Retirement®
200. Setting and Achieving Financial Goals in the New Year
On this episode of A Wiser Retirement Podcast™, Casey Smith and Missie Beach, CFP®, CDFA® discuss setting and achieving financial goals in the new year. They…
- A Wiser Retirement®
199. What to Do When Your Crazy Uncle Wants to Talk Economics Over the Holidays
Ever wondered how the economic climate might be shaping your finances and investments? On this episode of A Wiser Retirement™ podcast, Casey Smith and Missie…
- A Wiser Retirement®
198. Real Estate Market Trends: What to Watch for in 2024 with Tom Townsend
In this episode of A Wiser Retirement™ podcast, Casey Smith is joined by Tom Townsend, Realtor with Townsend Realty Group. Tom has been a guest on our podcast…
- A Wiser Retirement®
197. Will financial advisors be using bitcoin ETFs soon?
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, and Don…
- A Wiser Retirement®
196. Your Year-End Financial Planning Checklist
On this episode of A Wiser Retirement™ podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy, discuss the importance of having a financial plan…
- A Wiser Retirement®
195. Is the 60/40 portfolio really dead?
It has been a rough last couple of years for the 60/40 portfolio investors, but does that mean this investing strategy is dead? On this episode of A Wiser…
- A Wiser Retirement®
194. Delta, American & United: Who's Got the Best Pilot Retirement Offering?
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA®, discuss the different airline retirement plans, specifically…
- A Wiser Retirement®
193. Best Whiskeys to Gift in 2023
On today's special episode of A Wiser Retirement™ podcast, Casey Smith is joined by whiskey enthusiasts, Robert Swarthout and Noland Glenn. We are switching it…
- A Wiser Retirement®
192. Estate Planning for Those that Travel Frequently or Live in Multiple States
On this episode of A Wiser Retirement™ podcast, Casey Smith is joined by guest Brian Smith, Partner at Moore Ingram Johnson Steele, for an engaging…
- A Wiser Retirement®
191. Mutual Funds vs ETFs
On this episode of A Wiser Retirement™ Podcast, Casey Smith, Michaela Dowdy, and Andrew Pratt, CFA, discuss the differences between mutual funds and ETFs. They…
- A Wiser Retirement®
190. Year-End Tax Moves: Planning Ahead for a Stress-Free Tax Season with Jordan Sute Norton, CPA
On this episode of A Wiser Retirement™ podcast, Casey Smith is joined by guest Jordan Sute Norton, CPA, to talk about year-end tax moves and how to plan ahead…
- A Wiser Retirement®
189. Taking Control of Finances for Your Aging Parents
Are you ready to step in and take control of your aging parents' finances, and in the process, safeguard them from the lurking financial scams? On this episode…
- A Wiser Retirement®
188. Current State of Healthcare and Medicare Open Enrollment with Logan Steele
On this episode of A Wiser Retirement™ podcast, Casey Smith is joined by Logan Steele from Steele Choice Insurance to talk about the current state of…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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®…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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®…
- A Wiser Retirement®
177. Crypto Special: XRP Gets Clarity
On this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout talk about the nature of ETFs, a possible Bitcoin spot ETF in…
- A Wiser Retirement®
176. Tips to Grow and Scale Your Small Business with Marty Paradise
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Marty Paradise from Paradise Business Coaching, to discuss smart ways to grow…