A Wiser Retirement‪®‬ Wiser Wealth Management

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 how SWIFT plans to launch a CBDC, Binance founder CZ sentenced, and give an Ethereum ETF update. Related Podcast Episodes:- Ep 216: What are alternative investments? Should you be invested in them?- Ep 220: Is Bitcoin more than digital goldOther Links:- Robert Swarthout: Teton Crypto CapitalLearn More about Wiser Wealth Management:- Our w...

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 talk about how the S&P 500 performs depending on which party is in office and how the market performs with a divided Congress. They also compare stats on how the market performed when Trump and Biden were each in office.Related Podcast:- Ep 169: How the 2024 Election Will Affect Your PortfolioRelated Blog:- How often should you check ...

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 Beach, CFP®, CDFA®, and Michaela Dowdy talk about instant vs delayed gratification, goal-setting tips, and lifestyle perceptions of the wealthy. Podcast Episodes Referenced:- Ep 219: Do you have a wealth preservation plan?- Ep 221: How to Prioritize Financial GoalsYouTube Videos Referenced:- Retirement Planning Tool vs Working with a Finan...

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. They talk about what's going on in the housing market, what to know about buying a house in 2024, interest rates, upcoming changes to realtor commissions, and investing in a second home.Podcasts Referenced:- Ep 198: Real Estate Market Trends: What to Watch for in 2024 YouTube Videos Referenced:- Will mortgage rates drop in 2024?- Should...

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 age to claim Social Security, different strategies for claiming it, and the optimal time to take it if you don't necessarily need it.Related Podcast Episodes:- Ep 109: Common Social Security Questions Answered Related YouTube Videos:- How will retiring early impact my Social Security benefit?- Common Mistakes to Avoid with Social Securit...

On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy discuss how to prioritize financial goals. They encourage people to set SMART goals, explain leading and lagging indicators, and how to focus on daily priorities.Related Podcast Episodes:- Ep 200: Setting and Achieving Financial Goals in the New Year- Ep 185: Opportunity Funds - Where Dreams Become RealityRelated YouTube Videos:- What is flat fee financial planning? Other Links:- 4 Discipl...