A Wiser Retirement®

Wiser Wealth Management
  • 4.8 (52)
  • INVESTING
  • UPDATED WEEKLY

From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about our services, schedule a complimentary consultation to meet with one of our financial advisors: https://wiserinvestor.com/schedule/.  

  1. 5D AGO

    331. Crypto, Retirement, and Taxes: What’s the Strategy?

    Crypto is becoming a bigger part of retirement conversations, but how does it actually fit into a coordinated tax and estate strategy? In this episode of A Wiser Retirement® Podcast, we break down how to thoughtfully integrate crypto into a diversified retirement plan without derailing your long-term goals. Related Podcast Episodes:  Ep 326. Why Crypto Still Confuses Investors Ep 306. Crypto in Your 401(k)? The Future of Retirement Investing Ep 286. How can I evaluate crypto as a potential investment? Other Links: Teton Crypto Capital Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

    34 min

  2. MAR 1

    330. How to Build a Business That Funds Your Life, Not Consumes It

    A lot of entrepreneurs start a business for the same reason: freedom. Freedom to set their schedule, choose their clients, and build something meaningful. But for many owners, the reality flips suddenly the business can’t function without them, and the very thing they built to create flexibility becomes the reason they feel trapped. In this episode of A Wiser Retirement® Podcast, we sit down with Marty Paradise, Certified Business Coach of Paradise Business Coaching to unpack a tough question: If your business can’t run without you, do you truly own a business or does the business own you? Related Podcast Episodes:  Ep 207. What are the biggest struggles of a small business owner? Ep 247. Why It’s Crucial to Separate Your Business and Personal Assets Ep 293. Retirement for Business Owners: Selling Your Business or Passing It On Related Financial Education Videos: How do I minimize taxes as a small business owner? What financial steps should I take before starting a business? Other Links: Paradise Business Coaching Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

    52 min

  3. FEB 22

    329. Digital Estate Planning: What Happens to Your Online Life?

    In today’s world, much of our financial, personal, and sentimental lives live online. From bank accounts and crypto wallets to photos, emails, and social media profiles, your digital assets don’t disappear when you’re gone. If they’re not planned for, they can create confusion, stress, and even permanent loss for your loved ones. In this episode of the A Wiser Retirement® Podcast,  Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta unpack what digital estate planning really means, and how you can take action in under an hour. Related Podcast Episodes:  Ep 312. Is Crypto Right for You? Ep 220. Is Bitcoin more than digital gold? Related Financial Education Videos: Using an Online Estate Planning Service vs Using a Local Attorney Does inheritance count as income? Other Links: AG Law Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

    35 min

  4. FEB 15

    328. Do Pilot Unions Really Make You Richer? The Economics of Collective Bargaining

    Airline pilots love to debate (and sometimes complain about) unions, but do pilot unions actually make pilots “richer”? In this episode of A Wiser Retirement® Podcast, we break down what unions really change, what they don’t, and why the answer depends on how you define “richer.” Related Podcast Episodes:  Ep 259. What Pilots (& Others) Should Consider 5 Years Before Mandatory Retirement Ep 273. How Early Retirement Affects Pilot Benefits Ep 322. How Airline Pilots Can Make the Most of Their Profit-Sharing Bonus Related Financial Education Videos: When Should Pilots File for Social Security? What Would a Change in FAA Retirement Age Mean for Pilots? Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

    39 min

  5. FEB 8

    327. What Tax Planning Strategies Should You Implement for 2026?

    As a new tax year begins, it brings important updates that can significantly impact your retirement and tax strategy. On this episode of the A Wiser Retirement® Podcast, we break down what’s changing in 2026, what’s staying the same, and how to make smarter decisions early in the year, before opportunities slip away. Related Podcast Episodes:  Ep 86. Important things to Know About Taxes Ep 262. Optimizing Your Tax Plan for 2025: Key Moves to Make Ep 308. The Silent Tax: How Inflation Erodes Your Retirement Related Financial Education Videos: Second Home Considerations: Tax Implications of Multiple Residences How do I minimize taxes as a small business owner? How does the lifetime gift tax exemption work? Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

    36 min

  6. FEB 4

    326. Why Crypto Still Confuses Investors

    Crypto continues to be one of the most misunderstood areas of investing. In this episode of A Wiser Retirement® Podcast, we sit down with Robert Swarthout, Founder and CEO of Teton Crypto Capital, to unpack why crypto still feels confusing, what problems it’s actually trying to solve, and how regulation could shape its future. Related Podcast Episodes:  Ep 312. Is Crypto Right for You? Ep 306. Crypto in Your 401(k)? The Future of Retirement Investing Ep 286. How can I evaluate crypto as a potential investment? Other Links: Teton Crypto Capital Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

    32 min

  7. FEB 1

    325. What Are The Biggest Financial Scams Right Now?

    If someone called you today claiming your bank account was hacked, would you know exactly how to respond? In this episode of A Wiser Retirement® Podcast, we dive into the latest financial scams, how they work, and most importantly, how to protect yourself and your loved ones before real damage is done. Related Podcast Episodes:  95. ESG: Scam or Saving the World? Related Financial Education Video: Social Security Workshop Scams Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

    40 min

  8. JAN 25

    324. How Can We Build a Strong Future for Our Special Needs Child?

    Families navigating a special needs diagnosis often find themselves overwhelmed, emotional, and unsure where to begin. In this episode of A Wiser Retirement® Podcast, Casey Smith sits down with Meaghan Timko, Founder of Parallel and COO of Gradual Behavioral Health, to unpack what thoughtful, proactive planning really looks like for families supporting children with special needs. Related Podcast Episodes:  Ep 210. How can I set my child up for financial success? Ep 279. What Should Parents of Children with Disabilities Know About Estate Planning? Related Financial Education Videos: Why Every Parent Should Consider a Roth IRA for Their Child How do I save money for my child's education? Other Links: Parallel Gradual Behavioral Health Learn More: - About Wiser Wealth Management - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom. - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter - A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

    42 min
See All (331)

4.8
out of 5
52 Ratings

About

From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about our services, schedule a complimentary consultation to meet with one of our financial advisors: https://wiserinvestor.com/schedule/.  

Information

  • Creator
    Wiser Wealth Management
  • Years Active
    2020 - 2026
  • Episodes
    331
  • Rating
    Clean
  • Copyright
    © 2026 Wiser Wealth Management
  • Show Website
    A Wiser Retirement®

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