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34:21

A Wiser Retirement™

by Wiser Wealth Management

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!

Episodes

Do you have a wealth preservation plan?

41m · Published 29 Apr 08:00

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

37m · Published 22 Apr 08:00

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.

What are the best and worst states to retire to?

36m · Published 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.

What are alternative investments? Should you be invested in them?

53m · Published 08 Apr 08:00

On this episode of A Wiser Retirement™, Casey Smith is joined by Andrew Pratt and Robert Swarthout. Andrew is the Investment Manager at Wiser and Robert is the Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They talk about Andrew’s new CBDA designation, crypto volatility, Bitcoin ETF holdings, and alternative investments.

Podcast Episodes Referenced:
- Ep 206: Bitcoin ETF Launch Update, SEC's X Account Hacked, & Greyscale's Outflow
- Ep 208: How Direct Indexing Benefits High-Net-Worth Individuals
- Ep 195: Is the 60/40 portfolio really dead?

Other Links:
- Connect with Robert Swarthout: [email protected], https://www.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!

Happy Financial Literacy Month!

44m · Published 01 Apr 08:00

Happy Financial Literacy Month! On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Michaela Dowdy to talk about why it's important to be financially literate. At its core, financial literacy empowers and equips individuals with the knowledge and skills needed to make informed financial decisions. How financially literate are you?

Podcast Episodes to Reference:
- Ep 124: Financial Literacy is Vital for... EVERYONE!

YouTube Videos to Reference:
- Georgia Will Now Mandate Personal Finance Education in Schools

- 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!

What is disability insurance and do I need it?

45m · Published 25 Mar 08:00

On this episode of A Wiser Retirement™, Casey Smith is joined by Randy Hargett and Kyle Conroy. Randy is a Long Term Care Specialist at Capstone LTC Advisors and Kyle is a Managing Partner at Disability Insurance Services. They discuss what disability insurance is and how to determine if you need it.

Podcast Episodes Referenced:
- Ep 212: Medical Costs During Retirement and Preparing for the Unexpected
- Ep 179: Long-Term Care Insurance: To Buy or Not to Buy?
- Ep 126: How can insurance protect your wealth?

YouTube Videos Referenced:
- The Medicare Sign-Up Process Explained

Other Links:
- Randy Hargett - Capstone LTC Advisors, [email protected]
- Kyle Conroy - DI Services, [email protected]

- 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!

How do I terminate a relationship with my financial advisor?

30m · Published 18 Mar 08:00

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!

Medical Costs During Retirement and Preparing for the Unexpected

40m · Published 11 Mar 08:00

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!

Crypto and Technology Update

34m · Published 06 Mar 09:00

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!

How can I set my child up for financial success?

45m · Published 04 Mar 09:00

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!

A Wiser Retirement™ has 300 episodes in total of non- explicit content. Total playtime is 171:46:12. The language of the podcast is English. This podcast has been added on November 21st 2022. It might contain more episodes than the ones shown here. It was last updated on May 1st, 2024 05:42.