213 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 do I terminate a relationship with my financial advisor?

    How do I terminate a relationship with my financial advisor?

    On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to talk about how to terminate a relationship with your financial advisor. They discuss common reasons people part ways with financial advisors, understanding any terms related to termination, tips for communicating the decision to your advisor, and how to monitor the transition.

    Podcast Episodes Referenced:
    - Ep 118: What to Look for in a Financial Advisor

    YouTube Videos Referenced:
    - Financial Planner vs Financial Advisor
    - 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!

    • 30 min
    Medical Costs During Retirement and Preparing for the Unexpected

    Medical Costs During Retirement and Preparing for the Unexpected

    On this episode of A Wiser Retirement™, Casey Smith is joined by Logan Steele from Steele Choice Insurance to talk about medical costs during retirement and preparing for the unexpected. They go over Medicare, long-term care, healthcare costs, Medigap, and traveling overseas for medical procedures.

    Related Podcasts:
    - Ep 179: Long-Term Care Insurance: To Buy or Not to Buy?
    - Ep 188: Current State of Healthcare and Medicare Open Enrollment

    Related YouTube Videos:
    - What is IRMAA?

    Other Links:
    - Steele Choice Insurance
    - 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
    Crypto and Technology Update

    Crypto and Technology Update

    On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, to talk about their concerns over AI platforms like ChatGPT and Google's Gemini, the ongoing bankruptcy proceedings for FTX, the potential for Ethereum to receive an ETF, as well as the potential implications of Bitcoin reaching a million dollars. 

    Podcast Episodes Referenced:
    - Ep 206: Bitcoin ETF Launch Update, SEC's X Account Hacked, & Greyscale's Outflow
    - Ep 202: Bitcoin Halving and the Upcoming Bull Run
    - 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!

    • 34 min
    How can I set my child up for financial success?

    How can I set my child up for financial success?

    On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, Senior Financial Advisor, and Michaela Dowdy, Financial Planning Associate, to talk about strategies for educating your children on money management, credit, investing, and saving to pave the way for their financial success.
    Podcast Episodes Referenced:
    - Ep 168: Everything You Need to Know About 529 Plans

    YouTube Video Referenced:
    - Georgia Will Now Mandate Personal Finance Education in Schools

    Blogs Referenced:
    - Should we use the 529 for private school or save it for college?
    - Benefits of a Custodial Roth IRA for Your Kids
    - Teaching Your Kids About Money


    - 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!

    • 45 min
    Alimony vs Child Support: What are the differences?

    Alimony vs Child Support: What are the differences?

    On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® are joined by guest, Leslie O'Neal, Family Law Attorney. They talk about the differences between alimony and child support, the factors that determine alimony, different types of alimony, and why alimony is not as common anymore.

    Podcast Episodes Referenced:
    - Ep 160: How Finances Affect Divorce
    - Ep 153: How to Recover Financially after Divorce

    YouTube Video Referenced:
    - Will I have access to money when I file for divorce?
    - What is a Certified Divorce Financial Analyst®?

    Other Links:
    - Contact Leslie O'Neal: https://odelloneal.com/our-team/leslie-oneal/
    - 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
    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

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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