A Wiser Retirement®

Wiser Wealth Management
  • 4.8 (53)
  • 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 Comprehensive Wealth Management and Financial Planning Services. To learn more about our services, schedule a complimentary consultation to meet with one of our fiduciary financial advisors: https://wiserinvestor.com/schedule/.  

  1. 5D AGO

    335. When Should You Take Over Your Parents' Finances?

    There is a moment many families are not prepared for: when the roles begin to shift. One day, your parents are helping you make big financial decisions, and the next, you are wondering whether they need help managing their own money. It is emotional, uncomfortable, and deeply personal, but it is also one of the most important conversations a family can have. In this episode of A Wiser Retirement® Podcast, we unpack one of the hardest financial questions families face: when should you take over your parents’ finances? Related Podcast Episodes:  Ep 313. How Can You Help Your Parents Plan Financially for The Future? Ep 189. Taking Control of Finances for Your Aging Parents Related Financial Education Videos: What Does Retirement Look Like for Special Needs Parents? 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!

    45 min

  2. MAR 29

    334. What is a Better Alternative to an Annuity?

    Annuities are often marketed as the safe, guaranteed, no-risk answer for retirement income. For many retirees, that promise can sound incredibly appealing, especially during volatile markets or uncertain economic times. But the reality is far more complicated. In this episode of A Wiser Retirement® Podcast, we unpack the truth about annuities, why they are so commonly sold, and why many investors may be better served by a simpler, lower-cost strategy. Related Podcast Episodes:  Ep 106. Create a Cash Flow Strategy for Retirement Ep 308. The Silent Tax: How Inflation Erodes Your Retirement Related Financial Education Videos: What is a Better Alternative to an Annuity? Annuity Awareness Month: Stay Away from Annuities! Other Links: Buyer Beware: Why Do They Keep Trying To Sell You That Annuity? 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!

    44 min

  3. MAR 22

    333. What If Social Security Disappeared?

    More than 70 million Americans receive Social Security benefits every month. For millions of retirees, disabled workers, and surviving family members, that monthly check is a crucial part of their financial stability. But what would actually happen if Social Security suddenly disappeared? In this episode of A Wiser Retirement® Podcast, we break down how Social Security works, why it matters so much, and why its disappearance would have massive economic and social consequences. Related Podcast Episodes:  Ep 109. Common Social Security Questions Answered Ep 222. When should I claim Social Security if I don’t need it? Related Financial Education Videos: How Do You Apply for Social Security? Claiming Social Security at 62 vs. 67 vs. 70: What’s the Real Difference? How Much is Social Security Reduced if I Have a Pension? 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!

    26 min

  4. MAR 15

    332. The 2026 Housing Market: Trends, Changes, and What to Expect

    Housing affects nearly every part of life, whether you rent, own, invest, or you’re just trying to keep up with rising costs. In this episode of A Wiser Retirement® Podcast, we sit down with Tom Townsend, REALTOR® of Tom Townsend Realty Group to break down the housing trends shaping 2026. Related Podcast Episodes:  Ep 267. The 2025 Housing Market: Trends, Changes, and What to Expect Ep 198. Real Estate Market Trends: What to Watch for in 2024 with Tom Townsend Related Financial Education Videos: How to Reduce Capital Gains When Selling Real Estate Should I invest in real estate or stocks? Other Links: Tom Townsend Realty Group 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!

    49 min

  5. MAR 8

    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

  6. 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

  7. 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

  8. 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
See All (335)

4.8
out of 5
53 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 Comprehensive Wealth Management and Financial Planning Services. To learn more about our services, schedule a complimentary consultation to meet with one of our fiduciary financial advisors: https://wiserinvestor.com/schedule/.  

Information

  • Creator
    Wiser Wealth Management
  • Years Active
    2020 - 2026
  • Episodes
    335
  • Rating
    Clean
  • Copyright
    © 2026 Wiser Wealth Management
  • Show Website
    A Wiser Retirement®

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