121 episodes

Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement Podcast, Casey Smith and Brad Lyons CFP® talk about financial topics such as retirement planning, tax planning, investment management, insurance, and estate planning. They believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!

A Wiser Retirement Wiser Wealth Management

    • Business
    • 5.0 • 23 Ratings

Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement Podcast, Casey Smith and Brad Lyons CFP® talk about financial topics such as retirement planning, tax planning, investment management, insurance, and estate planning. They believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!

    Designing Your Portfolio to Leave a Lasting Legacy

    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 explain the importance of an opportunity fund, real estate in your portfolio, and educating the next generation.

    Podcast Episodes Mentioned:
    Episode 87: Strategies to Grow and Protect Your Portfolio
    Episode 102: Low Cost, Diversified, Long-Term Investing
    Episode 104: An Investment Portfolio Built for Retirement
    Download our free guide: "7 Steps to Leave a Financial Legacy"

    Click here to schedule a consultation with one of our financial planners.

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    • 32 min
    Finding the Right Estate Planning Attorney for You

    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 Steele. Doug is a partner within the firm’s Corporate and Transactional, Insurance Regulatory, and Self-Insured/Captive Insurance Departments. They talk about how to find the right estate planning attorney for you.

    Podcast Episodes Mentioned:
    Episode 116: Are You Striving to Leave a Purposeful Legacy?
    Episode 117: What is Generational Wealth and How Do You Preserve It? With James E. Hughes Jr.

    Learn more about Doug Butler.

    Download our free guide: "7 Steps to Leave a Financial Legacy"

    Click here to schedule a consultation with one of our financial planners.

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    • 45 min
    Choosing a CPA to Meet Your Estate Planning Needs

    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 many times now. They talk about how to choose a certified public accountant (CPA) to meet your estate planning needs. They also explain why a CPA is important, what to look for in a CPA, some red flags, and how a CPA can be beneficial to your team.

    Download our free guide: "7 Steps to Leave a Financial Legacy"

    Click here to schedule a consultation with one of our financial planners.

    Connect With Us:
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    • 20 min
    What to Look For in a Financial Advisor

    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. It’s important to understand that your advisor should be working in the client’s best interest, and not selling products. They also give us an update on current inflation numbers for the last year and tips for how investors should be approaching the situation.

    Download our free guide: "7 Steps to Leave a Financial Legacy"

    Click here to schedule a consultation with one of our financial planners.

    Connect With Us:
    Our Website
    YouTube
    Facebook
    LinkedIn
    Instagram
    Twitter
    Podcast
    Blog

    • 38 min
    What is Generational Wealth and How Do You Preserve It? With James E. Hughes Jr.

    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: Keeping it in the Family. Hughes talks about how to create a family covenant, the hierarchy of a covenant, the Rockefeller legacy story, and how to structure a team that will work in your best interest. He also discusses some main points from his book, Family Wealth: Keeping it in the Family.

    Download our free guide: "7 Steps to Leave a Financial Legacy"

    Click here to schedule a consultation with one of our financial planners.

    Connect With Us:
    Our Website
    YouTube
    Facebook
    LinkedIn
    Instagram
    Twitter
    Podcast
    Blog

    • 41 min
    Are You Striving to Leave a Purposeful Legacy?

    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 purposeful financial legacy. It is important to plan ahead of time in order to leave the legacy you wish to leave for the next generation.

    Download our free guide: "7 Steps to Leave a Financial Legacy"

    Click here to schedule a consultation with one of our financial planners.

    Connect With Us:
    Our Website
    YouTube
    Facebook
    LinkedIn
    Instagram
    Twitter
    Podcast
    Blog

    • 52 min

Customer Reviews

5.0 out of 5
23 Ratings

23 Ratings

Scope addict ,

Finding the right estate planning attorney

Great episode! Loved the thought of leaving your final words. Makes it a little easier to do wills thinking in those terms.

Hampton P ,

Great podcast

Excellent podcast. Very professional and insightful on the current market environment.

johnpfg ,

Awesome investing and retirement podcast!!

I enjoy listing to this awesome podcast! The hosts are very knowledgable about retirement planning and investing. They always talk about practical and relevant information every week.

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