234 episodes
A Wiser Retirement® Wiser Wealth Management
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- Business
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4.9 • 39 Ratings
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Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management, is joined by either a financial advisor from our firm or by a guest to talk about financial topics such as retirement planning, tax strategy, investing, risk management, or estate planning. We believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!
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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 about why airline pilots should maximize their 401(k) contributions. They explore the complexities and risks of real estate investments, superfunding your 401k, and tax benefits to keep in mind. Click HERE to download your free airline 401k allocation. Podcast Episodes Referenced:- Ep 173: Making the Most of Your Airline 401k- Ep 194: De...
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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 families impact estate planning. They also discuss how to safeguard your family's future, avoiding probate pitfalls, and the often-overlooked risk of unintentionally disinheriting children from a previous marriage.Podcast Episodes Referenced:- Ep 230: What Can and Can't be Included in a Prenup- Ep 119: Choosing a CPA to Meet Your Estate Pla...
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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 Wiser Retirement® Podcast, Missie Beach, CFP®, CDFA® and Shawna Theriault, CFP®, CPA, CDFA® walk you through backdoor Roth IRAs, how to execute it step-by-step, and why early career planning is crucial for long-term, tax-free growth. From making non-deductible contributions to a traditional IRA to converting it to a Roth IRA, we cover all...
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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, CEO, and Portfolio Manager of Teton Crypto Capital. They discuss the state of RIA crypto education, Crypto Super PACs, ETH ETFs, and the memecoin frenzy.Related Podcast Episodes: - Ep 226: SWIFT Plans to Launch CBDC, Binance Founder CZ Sentenced, & Ethereum ETF News- Ep 220: Is Bitcoin more than digital gold?Other Links: - Teto...
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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 O'Neal in Marietta, GA. They discuss why prenups are important for everyone, especially in second marriages, and how they act as practical life planning tools like insurance. The conversation covers the need for legal drafting of prenups, the challenges across state lines, and essential tips for anyone getting married.Related Podcast Episo...
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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, especially during retirement. Key strategies include gifting appreciated assets to charities, 1031 exchanges, and converting IRAs to Roth accounts during specific timeframes. Proper education and planning can help investors maximize their financial benefits while minimizing their tax liabilities.Related Podcast Episodes: - Ep 150: Can Tax-...
Customer Reviews
Good Tips on a Variety of Financial Topics
There is great diversity in the episode topics, which allows for a larger audience to take advantage of hearing ideas on how to, well, have a wiser environment. I enjoyed listening to the episode about charitable contributions and how to maximize those at the necessary times.
Great weekly listen
The Wiser team does a great job each week with relative content.
Sadness
I’m so sad to know that there is a podcast advocating for Wall Street as the retirement preference. Stocks, bonds—401ks, IRAs,equity funds—they all benefit the big business and harm the individual. I believe the hosts want to help listeners, but I also believe the hosts make money off their investors and because of that they fail to see how Wall Street harms their clients.
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