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!
Copyright: © 2024 Wiser Wealth Management
Episodes
Medical Costs During Retirement and Preparing for the Unexpected
40m · PublishedOn 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 · PublishedOn 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 · PublishedOn 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!
Alimony vs Child Support: What are the differences?
53m · PublishedOn 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!
How Direct Indexing Benefits High Net Worth Individuals
32m · PublishedOn 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!
What are the biggest struggles of a small business owner?
53m · PublishedOn this episode of A Wiser Retirement™ Podcast, we talk about common struggles that small business owners face. Listen to this episode with Casey Smith who is joined by Marty Paradise, from Paradise Business Coaching.
Podcast Episodes Referenced:
- Ep 176: Tips to Grow and Scale Your Small Business with Marty Paradise
- Ep 138: Making Your Business Less Dependent on You
Youtube Videos Referenced:
- How to Reduce Taxable Income as a Business Owner
- Tips for Growing Your Small Business
Other Links:
- Connect with Marty Paradise - Paradise Business Coaching
- 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!
Bitcoin ETF Launch Update, SEC's X Account Hacked, & Greyscale's Outflow
40m · PublishedOn this special crypto 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 the Bitcoin ETF launch, the SEC's X account getting hacked, VanEck delisting their ETF, Greyscale outflow, and Bitwise.
Podcast Episodes Referenced:
- Ep 197: Will financial advisors be using Bitcoin ETFs soon?
- Ep 202: Bitcoin Halving and the Upcoming Bull Run
Youtube Videos Referenced:
- Bitcoin ETFs Have Been Approved - Here's What You Need to Know
Other Links:
- Contact Robert Swarthout: [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!
Financial Concerns that are Unlikely to Happen
48m · PublishedOn this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Andrew Pratt, CFA to talk about financial concerns that are unlikely to happen. They bring up various political, financial, and market-related predictions and concerns that never materialized. They also highlight the necessity of having a robust financial plan that aligns with your goals, risk tolerance, and lifestyle.
Podcast Episodes Referenced:
- Ep 181: 5 Common Financial Myths Debunked
- Ep 141: What is holistic financial planning?
Youtube Videos Referenced:
- Financial Habits to Avoid in Retirement
- Pitfalls of Living Rich but Not Building Wealth
Download Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"
Click here to schedule a consultation with one of our financial advisors.
Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!
From Flight School to Financial Freedom: Building Wealth in the Aviation Industry
47m · PublishedOn this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Evan Bogan, Airline Captain to talk about how the aviation industry has changed over the years. They exchange stories, talk about the change in pilot salaries, the state of the aviation industry, and how pilots can be wise with their money.
Click here to download a FREE 401k allocation for your airline.
Podcast Episodes Referenced:
- Ep 194: Delta, American & United: Who's Got the Best Pilot Retirement Offering?
- Ep 173: Making the Most of Your Airline 401k
- Ep 162: Is your retirement plan ready for takeoff?
Youtube Videos Referenced:
- Delta Pilot's Guaranteed Variable Universal Life (GVUL) - What Action You Need to Take
- Tips for Airline Pilots Approaching Retirement
- A Pilot's Guide to Building a Strong Financial Foundation
Download Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"
Click here to schedule a consultation with one of our financial advisors.
Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!
How to Create a Realistic Travel Budget with Amy Rambo
43m · PublishedOn this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Amy Rambo, Travel Advisor with Blue Pineapple Travel. Discover how to create unforgettable family memories without breaking the bank, as they talk about budgeting for travel and the advantages of working with a travel advisor. They also discuss the best seasons for travel, aligning trips with family events, and the benefits of traveling during less crowded shoulder seasons.
Podcast Episodes Referenced:
- Ep 192: Estate Planning for Those that Travel Frequently or Live in Multiple States
- Ep 184: What It’s Like Traveling Full-Time in Retirement with the Retirement Travelers
Other Links:
- Follow Amy Rambo on Instagram
- Email Amy Rambo
- Blue Pineapple Travel
Download Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"
Click here to schedule a consultation with one of our financial advisors.
Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!
A Wiser Retirement™ has 303 episodes in total of non- explicit content. Total playtime is 173:23:00. 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 15th, 2024 20:41.
