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®
115. What Could Happen if You Don't Prepare for Retirement
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…
- A Wiser Retirement®
114. Staying Active in Retirement
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…
- A Wiser Retirement®
113. Finding Purpose in Life After Retirement with Tara Arnold, PhD, LCSW, CEDS-S, RYT-200
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…
- A Wiser Retirement®
112. How Retirement Can Affect Mental and Physical Health
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…
- A Wiser Retirement®
111. Differences between Medicare A, B, D, Medigap and Advantage
On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about the differences between…
- A Wiser Retirement®
110. How Does Healthcare Work in Retirement?
Are you considering retiring early but are unsure about your healthcare options? On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett…
- A Wiser Retirement®
109. Common Social Security Questions Answered
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…
- A Wiser Retirement®
108. How Do I Maximize Social Security Benefits?
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…
- A Wiser Retirement®
107. Get Rid of Debt Before You Retire
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…
- A Wiser Retirement®
106. Create a Cash Flow Strategy for Retirement
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…
- A Wiser Retirement®
105. Do Dividend Strategies Still Work?
On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about a few different dividend…
- A Wiser Retirement®
104. An Investment Portfolio Built for Retirement
On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about how to build an investment…
- A Wiser Retirement®
103. Your Pre-Retirement Checklist
On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about the upcoming theme for Q2 2022…
- A Wiser Retirement®
102. Low Cost, Diversified, Long-Term Investing
It is important to understand the concept of long-term investing because it can help you grow and protect your portfolio. On this episode of A Wiser Retirement…
- A Wiser Retirement®
101. What is Portfolio Diversification?
It is important to recognize the amount of risk you're willing to take on in order to achieve a diversified portfolio. On this episode, Casey Smith, Matthews…
- A Wiser Retirement®
100. Performance Benchmarks for Your Portfolio
It is important to include performance benchmarks in your financial portfolio so you can achieve your goals. On this episode of A Wiser Retirement Podcast, we…
- A Wiser Retirement®
99. Should Cryptocurrency Be In Your Portfolio?
Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about if cryptocurrencies belong in an investment portfolio. They talk about some of…
- A Wiser Retirement®
98. Digital Assets: Is Bitcoin a Threat to the US Government?
Casey Smith and Robert Swarthout talk about Russia and Ukraine, crypto performance, taxes, CBDCs, Bitcoin, and the new Onramp software for advisors…
A Wiser Retirement®97. Are Alternative Investments Right For You?
Casey Smith and Brad Lyons, CFP® talk about which alternative investment may be right for you. They explain what an alternative investment is, the…
A Wiser Retirement®96. Small Cap ETF Selection Process
Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about why selecting the best small cap ETF is crucial to your portfolio. They talk…
A Wiser Retirement®95. ESG: Scam or Saving the World?
Casey Smith and Matthews Barnett, CFP®, ChFC®, CLU® talk about what ESG investing is, how ESG investing works, and whether it is a scam or if it is actually…
A Wiser Retirement®94. Selecting the Best Technology ETF for Your Portfolio
Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about what an ETF is, how ETFs operate, and important things to know about ETF…
A Wiser Retirement®93. Digital Assets: A US Dollar Crypto?
Once a month, we take a deep dive into all things cryptocurrency. On this episode of A Wiser Retirement Podcast, Casey Smith and Robert Swarthout talk about…
A Wiser Retirement®92. Choosing The Right Investment Fund is Crucial
Casey Smith and Brad Lyons, CFP® talk about why choosing the right investment fund is crucial. They talk about the differences in the three big asset classes…
A Wiser Retirement®91. Is Your Behavior Affecting Your Portfolio?
The team talks about behavioral finance and the impact that your behavior can have on your investment portfolio. They talk about various biases, such as…
A Wiser Retirement®90. Q4 2021 Market Commentary
Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about Q4 2021 and give an overview of stock market performance. They talk about…
A Wiser Retirement®89. Active vs Passive Investing
Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about the difference between active vs passive investing. The debate between these…
A Wiser Retirement®88. The Cost of Investing
On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about the cost of investing. A lot of…
A Wiser Retirement®87. Strategies to Grow and Protect Your Portfolio
Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® discuss how to grow and protect your portfolio. Each principle they talk about is easy…
A Wiser Retirement®86. Important things to Know About Taxes
Casey Smith is joined by Jordan Sute, CPA, from Sute CPAs to talk about the most important things to know about taxes. Taxes can be a dull thing, but you need…
A Wiser Retirement®85. Digital Assets: WisdomTree Launches Cryptocurrency Index
Casey Smith is joined by Robert Swarthout to talk about WisdomTree’s new cryptocurrency index. Learn More:Founded in 2001, Wiser Wealth Management is a…
A Wiser Retirement®84. What is a 1031 Exchange?
Casey Smith is joined by Tom Townsend, realtor with Townsend Realty Group, a KW realty partner, and by Jordan Sute, CPA, from Sute CPAs. They discuss how 1031…
A Wiser Retirement®83. Commonly Missed Tax Deductions for Business Owners
Jordan Sute, CPA joins Casey Smith to discuss how business owners can utilize tax deductions. This past year, small business owners have proved to be resilient…
A Wiser Retirement®82. Tax Differences Between an S Corp, C Corp, and LLC
Jordan Sute, CPA, joins Casey Smith to talk about the tax differences between an S Corp, C Corp, and LLC. In 2009, there were 560,000 new businesses formed. In…
A Wiser Retirement®81. What is Tax Loss Harvesting?
Brad Lyons, CFP®, Investment Manager, and Jordan Sute, CPA join Casey Smith to discuss tax loss harvesting. Tax loss harvesting is looking at a loss in your…
A Wiser Retirement®80. Digital Assets: Bitcoin in Your Portfolio
Robert Swarthout joins Casey Smith on A Wiser Retirement Podcast to discuss cryptocurrency, digital assets, and blockchain. Bitcoin is growing at a fast rate…
A Wiser Retirement®79. Tax Strategies to Avoid & How to Negotiate with the IRS
Casey Smith is joined by Jordan Sute, CPA from Sute CPAs to talk about tax strategies to avoid and how to negotiate with the IRS.Learn More:Founded in 2001…
A Wiser Retirement®78. Retirement Tax Savings for Employees and Small Business Owners
Casey Smith talks with Jordan Sute, CPA and Matthews Barnett, CFP®, ChFC®, CLU® to discuss maximizing tax savings for employees and business owners. They go…
A Wiser Retirement®77. Tips for Moving to Lower Tax States
Jordan Sute, CPA from Sute CPA's joins Casey Smith and Brad Lyons, CFP® to discuss tips for moving to lower tax states. What should you do besides change your…
A Wiser Retirement®76. A Tax Credit that Helps the Community: Wellstar Foundation and Kenya Connection
We have several guests joining us to continue our discussion about how tax credits can help the community. We are joined by Jordan Sute, CPA from Sute CPAs…
A Wiser Retirement®75. A Tax Credit that Helps the Community: Georgia GOAL
Jordan Sute, CPA and Jennifer New are guests on this episode of the Wiser Roundtable Podcast to talk about the Georgia GOAL program and tax credits that help…
A Wiser Retirement®74. Digital Assets: New ETF Launches
Robert Swarthout joins Casey Smith to talk about new ETF launches. Robert will be joining us once a month to talk about Digital Assets. There has been a lot of…
A Wiser Retirement®73. What are Donor Advised Funds?
The team is joined by guests Jordan Sute, CPA from Sute CPAs and Barbara Garner from Cobb Community Foundation to talk about donor advised funds. They go over…
A Wiser Retirement®72. Q3 2021 Market Commentary
On this special episode of the podcast, Casey Smith and Brad Lyons, CFP® go over how the markets performed in Q3 2021 and give their take on everything…
A Wiser Retirement®71. How to Find the Right CPA for You
When hiring a CPA to prepare your tax returns, it is important to determine if he or she is equipped to service your needs. Many people think a CPA understands…
A Wiser Retirement®70. 10 Important Things to Know About Taxes
The team is joined by Jordan Sute, CPA from Sute CPAs to kick off our new series on all things tax. They go over 10 important things to know about taxes. Make…
A Wiser Retirement®69. Achieve Financial Success in Retirement
The team recaps our series on retirement and goes over the five steps to achieve financial success in retirement.Download our free guide on "3 Ways to Grow and…
A Wiser Retirement®68. Leveraging Your Wealth in Retirement
The team talks about leveraging your wealth in retirement and the method of Securities Based Lending.Download our free guide on "3 Ways to Grow and Protect…
A Wiser Retirement®67. Maximizing Social Security
The team talks about ways to maximize social security and why it is important to do so.Learn More:Founded in 2001, Wiser Wealth Management is a fee-only…
A Wiser Retirement®66. Enter Retirement Debt Free
The team talks about entering retirement debt-free and ways to get out of debt. Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary…
A Wiser Retirement®65. Help the Persecuted: Afghanistan
Casey Smith interviews Mary O'Brien from Help the Persecuted to talk about their work and impact. They also discuss what's happening in Afghanistan and…
A Wiser Retirement®64. Maintain Investing Discipline During Retirement
The team talks about why it is important to maintain investing discipline through retirement.Learn More:Founded in 2001, Wiser Wealth Management is a fee-only…
A Wiser Retirement®63. Building & Maintaining Cash Reserves in Retirement
The team talks about how much cash reserves retirees actually need.Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial…
A Wiser Retirement®62. Managing Cash Flow in Retirement
The team goes over managing cash flows – a major part of retirement planning. Many people aren’t fond of the word ‘budgeting’ because of its inherent…
A Wiser Retirement®61. 5 Steps to Financial Success in Retirement
The team goes over 5 steps to have financial success in retirement. Each step will be discussed in further detail in the weeks to come, so follow our series…
A Wiser Retirement®60. Withdrawal Strategies for Retirees
The team analyzes the variables that determine an individual’s withdrawal strategy for retirement. They also answer some commonly asked questions such as: when…
A Wiser Retirement®59. Portfolio Returns During Retirement
The team talks about retirement planning and what to expect from your portfolio.Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary…
A Wiser Retirement®58. Q2 2021 Market Commentary
Team Wiser provides Q2 2021 market commentary. They discuss how portfolios performed in Q2 2021, how they have performed historically and how we predict they…
A Wiser Retirement®57. Opportunities Missed on Tax Returns
Casey Smith is joined by guest, Jordan Sute, CPA from Sute CPAs talk about W-4 tips and opportunities missed on tax returns.Learn More:Founded in 2001, Wiser…
A Wiser Retirement®56. Digital Currency in 2021: What to Know
Casey Smith is joined by Robert Swarthout to talk about all things digital currency. Robert is a serial tech entrepreneur and has a passion for researching and…