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®
175. Passing Down Generational Wealth
Ever wondered how wealthy families preserve their fortune for multiple generations? On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie…
- A Wiser Retirement®
174. 2023 Tax Credits You Should Know About
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Jordan Sute Norton, CPA, to discuss new opportunities for tax credits in 2023…
- A Wiser Retirement®
173. Making the Most of Your Airline 401k
Did you know that the world of airline pilots is rife with unique retirement planning challenges and opportunities? On this episode of A Wiser Retirement™…
- A Wiser Retirement®
172. Crypto Special: Tips to Secure Your Passwords and Cryptocurrency Assets
How secure is your digital life, especially when it comes to cryptocurrency? This week, on A Wiser Retirement™ Podcast, Casey Smith is joined by Robert…
- A Wiser Retirement®
171. I've inherited money, now what?
On this episode of A Wiser Retirement™ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Laney dive into the complex world of estate tax rates…
- A Wiser Retirement®
170. How much money do you need to retire?
On this episode of A Wiser Retirement™ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Laney, discuss retirement planning and demystify the…
- A Wiser Retirement®
169. How the 2024 Election Will Affect Your Portfolio
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® discuss how human behavior leads us to believe that a presidential election…
- A Wiser Retirement®
168. Everything You Need to Know About 529 Plans
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® discuss 529 plans as a vehicle for college savings. Are you prepared…
- A Wiser Retirement®
167. Crypto Special: The SEC and Crypto
On this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout discuss news in the Crypto world and the SEC's involvement in…
- A Wiser Retirement®
166. A Million Dollar Morning Routine
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Michaela Laney, talk about the components of a mentally and physically healthy morning routine…
- A Wiser Retirement®
165. 5 Principles of Successful Investing
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® discuss 5 principles of successful investing. These principles should help you…
- A Wiser Retirement®
164. Real Estate Market Update & What Should You Do With Your Old 401k?
On this episode of A Wiser Retirement™ Podcast, Casey Smith opens the podcast with guest Tom Townsend, real estate agent at Townsend Realty Group. They briefly…
- A Wiser Retirement®
163. How to Maximize Earnings on Your Cash Reserves
On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® talk about how to maximize earnings on your cash reserves and cover the basics…
- A Wiser Retirement®
162. Is your retirement plan ready for takeoff?
On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Evan Bogan, airline captain, to talk about how flying a plane can be compared to…
- A Wiser Retirement®
161. Crypto Special: Why Crypto is So Confusing to the Average Investor
On this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout discuss some of the reasons why Crypto is so confusing to the…
- A Wiser Retirement®
160. How Finances Affect Divorce
On this episode of A Wiser Retirement™ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy, discuss how finances affect divorce. They also talk…
- A Wiser Retirement®
159. Steps You Can Take to Retire Early
At the start of the episode, Casey Smith takes a few minutes to talk with Amy Rambo, a travel advisor at Blue Pineapple Travel. They talk about traveling in…
- A Wiser Retirement®
158. How much can you spend in retirement?
On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, talk about different ways to prepare for retirement and how to determine how…
- A Wiser Retirement®
157. Crypto Special: Where Crypto is Headed with Don Friedman, President of DACFP
On this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout are joined by guest Don Friedman to discuss their view on where…
- A Wiser Retirement®
156. After the SVB Collapse, Should People be Concerned About Banks?
On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, discuss the Silicon Valley Bank collapse and if people should be concerned…
- A Wiser Retirement®
155. Key Things to Know About Medicare Enrollment
On this episode of A Wiser Retirement™ Podcast, Casey Smith, and guest Logan Steele, discuss preparation for medicare enrollment, and the different options for…
- A Wiser Retirement®
154. Investing Through Times of Fear
On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, talk about investing through times of fear. They also discuss 37 different…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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…
- A Wiser Retirement®
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…
- A Wiser Retirement®
143. Financial Success is Intentional
On this episode of A Wiser Retirement Podcast, Casey Smith, and Brad Lyons, CFP®, discuss various stories of success and tell us why financial success is…
- A Wiser Retirement®
142. How to Set 2023 Goals You Can Keep
On this episode of A Wiser Retirement Podcast, Casey Smith, and Brad Lyons, CFP®, discuss the new year and how to set 2023 goals you can keep.Podcast Episodes…
- A Wiser Retirement®
141. What is Holistic Financial Planning?
On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA®, discuss what holistic financial planning…
- A Wiser Retirement®
140. Tips for Making a Smooth Transition Into Retirement
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss tips for making a smooth transition into retirement.Podcast Episodes…
- A Wiser Retirement®
139. Financial Planning in Your 60s
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss financial planning in your 60s and ways to prepare for…
- A Wiser Retirement®
138. Making Your Business Less Dependent on You
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by special guests Robert Swarthout of Teton Crypto Capitol and Marty Paradise of Paradise…
- A Wiser Retirement®
137. Financial Planning in Your 50s
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss financial planning in your 50s, and why you shouldn't get spooked in…
- A Wiser Retirement®
136. Financially Preparing for Your High-Schooler to go to College
On this episode of A Wiser Retirement Podcast, Casey Smith and Missie Beach, CFP®, CDFA® discuss financially preparing for your high-schooler to go to college…
- A Wiser Retirement®
135. How to Start and Grow a Business
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by special guest Marty Paradise of Paradise Business Coaching, and they discuss how to…
- A Wiser Retirement®
134. Financial Planning in Your 40s
On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA® discuss financial planning in your 40s, financial…
- A Wiser Retirement®
133. What Financial Planners Wish You Knew About Buying Your First Home
On this episode of A Wiser Retirement Podcast, Casey Smith and Michaela Dowdy are joined by special guest Tom Townsend of Townsend Realty Group. They will…
- A Wiser Retirement®
132. Financial Planning in Your 30s
In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy discuss financial planning in your 30s and 30-year-olds…
- A Wiser Retirement®
131. Money Management Tips for Recent College Graduates
In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy talk about money management tips for recent college graduates…
- A Wiser Retirement®
130. Financial Planning in Your 20s
In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy discuss financial planning in your 20s and 20-something's…
- A Wiser Retirement®
129. How Financial Planning Looks Different in Every Decade of Your Life
In this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss how financial planning looks different in every decade of your life and…
- A Wiser Retirement®
128. Transferring Wealth from Generation to Generation
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about transferring wealth from generation to generation and go over what…
- A Wiser Retirement®
127. The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Jordan Sute, CFP, from Sute CPAs. Jordan has been a guest on our podcast many times…
- A Wiser Retirement®
126. How can insurance protect your wealth?
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Randy Hargett, owner of Capstone LTC Advisors. Randy was a guest on episode 16 of our…
- A Wiser Retirement®
125. Leave a Legacy of Generosity
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons CFP® are joined by Barbara Garner, Donor Services Manager at Cobb Community…
- A Wiser Retirement®
124. Financial Literacy is Vital... for Everyone!
On this episode of A Wiser Retirement Podcast, Casey Smith kicks off the episode by introducing Jared Knox, a local artist from Marietta, Georgia. He painted…
- A Wiser Retirement®
123. Estate Planning for Young Adults
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Nick Rosenbauer, Estate Planning Attorney. Nick is founder of The Rosenbauer Law…
- A Wiser Retirement®
122. Succession Planning for Small Business Owners
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® are joined by Gary Bottoms, CLU, ChFC, who is Chairman and CEO of The Bottoms…
- A Wiser Retirement®
121. Designing Your Portfolio to Leave a Lasting Legacy
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about how to design your portfolio to leave a lasting legacy. They also…
- A Wiser Retirement®
120. Finding the Right Estate Planning Attorney for You
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® are joined by Doug Butler who is an Attorney at Moore Ingram Johnson and…
- A Wiser Retirement®
119. Choosing a CPA to Meet Your Estate Planning Needs
On this episode of A Wiser Retirement Podcast, Casey Smith and is joined by guest, Jordan Sute, CPA, from Sute CPAs. Jordan has been a guest on our podcast…
- A Wiser Retirement®
118. What to Look For in a Financial Advisor
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about what to look for in a financial advisor when building a legacy plan…
- A Wiser Retirement®
117. What is Generational Wealth and How Do You Preserve It? With James E. Hughes Jr.
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® introduce a special guest, James E. Hughes, Jr., author of Family Wealth…
- A Wiser Retirement®
116. Are You Striving to Leave a Purposeful Legacy?
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® kick off the new season of the podcast by explaining what it takes to leave a…