A Wiser Retirement™ cover logo

What are the best and worst states to retire to?

36m · A Wiser Retirement™ · 15 Apr 08:00

Have you thought about moving to a new state when you retire? On this episode of A Wiser Retirement™, Casey Smith is joined by Michaela Dowdy to talk about the 5 best and worst states to retire to. The states on the list might surprise you!

Podcast Episodes Referenced:
- Ep 184: What It’s Like Traveling Full-Time in Retirement with the Retirement Travelers
- Ep 77: Tips for Moving to Lower Tax States
- Ep 192: Estate Planning for Those that Travel Frequently or Live in Multiple States

YouTube Videos Referenced:
- Where should I pull income in the first years of retirement?
- What kind of taxes should you expect to pay during retirement?

Other Links:
- Bub's Run: Click here to learn more or to register for the race.

- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

Connect With Wiser Wealth:
- Our Website
- Schedule a Free Consultation (Learn More About Wiser)
- YouTube
- Facebook
- LinkedIn
- Instagram
- Twitter
- Podcast
- Blog

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

The episode What are the best and worst states to retire to? from the podcast A Wiser Retirement™ has a duration of 36:24. It was first published 15 Apr 08:00. The cover art and the content belong to their respective owners.

More episodes from A Wiser Retirement™

When should I claim Social Security if I don’t need it?

When should I claim Social Security if I don't need it? On this episode of A Wiser Retirement™, Casey Smith and Missie Beach, CFP®, CDFA® talk about the best age to claim Social Security, different strategies for claiming it, and the optimal time to take it if you don't necessarily need it.

Related Podcast Episodes:
- Ep 109: Common Social Security Questions Answered

Related YouTube Videos:
- How will retiring early impact my Social Security benefit?
- Common Mistakes to Avoid with Social Security Spousal Benefits

Related Blogs:
- Social Security Benefits for Divorcees after 10 Years of Marriage

Other Links:
- Solving Social Security Calculator

Learn More about Wiser Wealth Management:
- Our website
- Schedule a complimentary consultation (learn more about our services)
- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

Connect With Wiser Wealth Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog

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

How to Prioritize Financial Goals

On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy discuss how to prioritize financial goals. They encourage people to set SMART goals, explain leading and lagging indicators, and how to focus on daily priorities.

Related Podcast Episodes:
- Ep 200: Setting and Achieving Financial Goals in the New Year
- Ep 185: Opportunity Funds - Where Dreams Become Reality

Related YouTube Videos:
- What is flat fee financial planning?

Other Links:
- 4 Disciplines of Execution by Sean Covey

Learn More about Wiser Wealth Management:
- Our website
- Schedule a complimentary consultation (learn more about our services)
- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

Connect With Wiser Wealth Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog

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

Is Bitcoin more than digital gold?

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 talk about whether Bitcoin is more than digital gold, give an update on the SEC vs Ripple case, explain Bitcoin halving, and mention that the IRS issued a draft for the new 1099-DA.

Related Podcast Episodes:
- Ep 216: What are alternative investments? Should you be invested in them?
- Ep 211: Crypto and Technology Update: ChatGPT, Gemini, FTX, Ethereum, Bitcoin ETFs, and More

Other Links:
- Teton Crypto Capital

Learn More about Wiser Wealth Management:
- Our website
- Schedule a complimentary consultation (learn more about our services)
- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

Connect With Wiser Wealth Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog

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

Do you have a wealth preservation plan?

On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to discuss wealth preservation plans and various asset protection strategies. Wealth preservation is more than just preparing for retirement; it involves a strategic approach to safeguarding your assets for future generations while maintaining a comfortable lifestyle today.

Related Podcast Episodes:
-
Ep 145: Dying without Estate Planning: Do you hate your family?
- Ep 175: Passing Down Generational Wealth

Related YouTube Videos:
- Prevent Family Conflict with Legacy Planning
- Using an Online Estate Planning Service vs Using a Local Attorney
- Meaningful Ways to Leave a Financial Legacy for Your Heirs

Related Blog:
- Legacy Planning vs Estate Planning: Understanding the Difference

- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

Connect With Wiser Wealth:
- Our Website
- Schedule a Free Consultation (Learn More About Wiser)
- YouTube
- Facebook
- LinkedIn
- Instagram
- Twitter
- Podcast
- Blog

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

Budgeting Tips for Pilots with a Variable Income

On this episode of A Wiser Retirement™, Casey Smith is joined by guests, Justin and Jennifer Place. Justin and Jennifer are both Pilots at a major airline. They discuss what it was like starting at regional airlines and how to make it to the majors, different career paths for pilots, variable income budgeting tips, emergency funds, airline 401k plans, and planning for retirement.

Podcast Episodes Mentioned:
- Ep 194: Delta, American & United: Who's Got the Best Pilot Retirement Offering?
- Ep 173: Making the Most of Your Airline 401k

YouTube Videos Mentioned:
- Pilots, stop spending millions in 401k management fees!
- Delta Pilot's Guaranteed Variable Universal Life (GVUL) - What Action You Need to Take

Other Links:
- Click here to download your airline's 401k allocation for free.

- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

Connect With Wiser Wealth:
- Our Website
- Schedule a Free Consultation (Learn More About Wiser)
- YouTube
- Facebook
- LinkedIn
- Instagram
- Twitter
- Podcast
- Blog

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

Every Podcast » A Wiser Retirement™ » What are the best and worst states to retire to?