208 episodes

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!

A Wiser Retirement‪™‬ Wiser Wealth Management

    • Business
    • 4.9 • 39 Ratings

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!

    How Direct Indexing Benefits High Net Worth Individuals

    How Direct Indexing Benefits High Net Worth Individuals

    On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Andrew Pratt to talk about what direct indexing is, the pros and cons, and how it benefits high-net-worth individuals. Listen to this episode to see if Direct Indexing is the right strategy for you!

    Podcast Episodes Referenced:
    - Ep 175: Passing Down Generational Wealth
    - Ep 152: 10 Tax Planning Strategies for High Net Worth Individuals

    YouTube Video Referenced:
    - How to Hire a High-Net-Worth Financial Advisor

    Blog Referenced:
    - Is direct indexing the right strategy for you?
    - Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

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

    Connect With Wiser Wealth:
    - Wiser Wealth Management Website
    - YouTube
    - Facebook
    - LinkedIn
    - Instagram
    - Twitter
    - Podcast
    - Blog

    This podcast was produced by Wiser Wealth Management. Thanks for listening!

    • 32 min
    What are the biggest struggles of a small business owner?

    What are the biggest struggles of a small business owner?

    On this episode of A Wiser Retirement™ Podcast, we talk about common struggles that small business owners face. Listen to this episode with Casey Smith who is joined by Marty Paradise, from Paradise Business Coaching.

    Podcast Episodes Referenced:
    - Ep 176: Tips to Grow and Scale Your Small Business with Marty Paradise
    - Ep 138: Making Your Business Less Dependent on You

    Youtube Videos Referenced:
    - How to Reduce Taxable Income as a Business Owner
    - Tips for Growing Your Small Business

    Other Links:
    - Connect with Marty Paradise - Paradise Business Coaching
    - Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

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

    Connect With Wiser Wealth:
    - Wiser Wealth Management Website
    - YouTube
    - Facebook
    - LinkedIn
    - Instagram
    - Twitter
    - Podcast
    - Blog

    This podcast was produced by Wiser Wealth Management. Thanks for listening!

    • 53 min
    Bitcoin ETF Launch Update, SEC's X Account Hacked, & Greyscale's Outflow

    Bitcoin ETF Launch Update, SEC's X Account Hacked, & Greyscale's Outflow

    On this special crypto episode of A Wiser Retirement Podcast™, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They talk about the Bitcoin ETF launch, the SEC's X account getting hacked, VanEck delisting their ETF, Greyscale outflow, and Bitwise.

    Podcast Episodes Referenced:
    - Ep 197: Will financial advisors be using Bitcoin ETFs soon?
    - Ep 202: Bitcoin Halving and the Upcoming Bull Run

    Youtube Videos Referenced:
    - Bitcoin ETFs Have Been Approved - Here's What You Need to Know

    Other Links:
    - Contact Robert Swarthout: robert@tetoncryptocapital.com
    - Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

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

    Connect With Wiser Wealth:
    - Wiser Wealth Management Website
    - YouTube
    - Facebook
    - LinkedIn
    - Instagram
    - Twitter
    - Podcast
    - Blog

    This podcast was produced by Wiser Wealth Management. Thanks for listening!

    • 40 min
    Financial Concerns that are Unlikely to Happen

    Financial Concerns that are Unlikely to Happen

    On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Andrew Pratt, CFA to talk about financial concerns that are unlikely to happen. They bring up various political, financial, and market-related predictions and concerns that never materialized. They also highlight the necessity of having a robust financial plan that aligns with your goals, risk tolerance, and lifestyle.

    Podcast Episodes Referenced:
    - Ep 181: 5 Common Financial Myths Debunked
    - Ep 141: What is holistic financial planning?

    Youtube Videos Referenced:
    - Financial Habits to Avoid in Retirement
    - Pitfalls of Living Rich but Not Building Wealth
    - Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

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

    Connect With Wiser Wealth:
    - Wiser Wealth Management Website
    - YouTube
    - Facebook
    - LinkedIn
    - Instagram
    - Twitter
    - Podcast
    - Blog

    This podcast was produced by Wiser Wealth Management. Thanks for listening!

    • 48 min
    From Flight School to Financial Freedom: Building Wealth in the Aviation Industry

    From Flight School to Financial Freedom: Building Wealth in the Aviation Industry

    On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Evan Bogan, Airline Captain to talk about how the aviation industry has changed over the years. They exchange stories, talk about the change in pilot salaries, the state of the aviation industry, and how pilots can be wise with their money.

    Click here to download a FREE 401k allocation for your airline.

    Podcast Episodes Referenced:
    - Ep 194: Delta, American & United: Who's Got the Best Pilot Retirement Offering?
    - Ep 173: Making the Most of Your Airline 401k
    - Ep 162: Is your retirement plan ready for takeoff?

    Youtube Videos Referenced:
    - Delta Pilot's Guaranteed Variable Universal Life (GVUL) - What Action You Need to Take
    - Tips for Airline Pilots Approaching Retirement
    - A Pilot's Guide to Building a Strong Financial Foundation
    - Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

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

    Connect With Wiser Wealth:
    - Wiser Wealth Management Website
    - YouTube
    - Facebook
    - LinkedIn
    - Instagram
    - Twitter
    - Podcast
    - Blog

    This podcast was produced by Wiser Wealth Management. Thanks for listening!

    • 47 min
    How to Create a Realistic Travel Budget with Amy Rambo

    How to Create a Realistic Travel Budget with Amy Rambo

    On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Amy Rambo, Travel Advisor with Blue Pineapple Travel. Discover how to create unforgettable family memories without breaking the bank, as they talk about budgeting for travel and the advantages of working with a travel advisor. They also discuss the best seasons for travel, aligning trips with family events, and the benefits of traveling during less crowded shoulder seasons.

    Podcast Episodes Referenced:
    - Ep 192: Estate Planning for Those that Travel Frequently or Live in Multiple States
    - Ep 184: What It’s Like Traveling Full-Time in Retirement with the Retirement Travelers

    Other Links:
    - Follow Amy Rambo on Instagram
    - Email Amy Rambo
    - Blue Pineapple Travel
    - Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

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

    Connect With Wiser Wealth:
    - Wiser Wealth Management Website
    - YouTube
    - Facebook
    - LinkedIn
    - Instagram
    - Twitter
    - Podcast
    - Blog

    This podcast was produced by Wiser Wealth Management. Thanks for listening!

    • 43 min

Customer Reviews

4.9 out of 5
39 Ratings

39 Ratings

Tayasay ,

Great podcast for all investors!!

Such a great podcast for anyone actively seeking out information in the real estate realm! Amazing guests with great insights. Thank you!

C2theN ,

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.

financialmama ,

Great weekly listen

The Wiser team does a great job each week with relative content.

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