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
Bitcoin Halving and the Upcoming Bull Run
43m · PublishedOn this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, to talk about bitcoin halving, the upcoming bull run, the Bitcoin ETF, and regulatory issues.
Podcast Episodes Referenced:
- Ep 197: Will financial advisors be using Bitcoin ETFs soon?
- Ep 172: Crypto Special: Tips to Secure Your Passwords and Cryptocurrency Assets
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.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
2023 Market Recap and 2024 Market Predictions
38m · PublishedOn this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Andrew Pratt, CFA, and Missie Beach, CFP®, CDFA®, to discuss the potential impact of the 2024 election on the stock market. They give a 2023 market recap and their 2024 market predictions. They also discuss various market influences, including political manipulation, tax changes, the housing market, and inflation. They emphasize the importance of long-term investing, and to be cautious about what financial news sources you read or watch.
Podcast Episodes Referenced:
- Ep 186: Market Up in 2023, but Choppy Waters Ahead
Youtube Videos Referenced:
- Are you ready for market volatility?
- Looming Market Threats in 2023
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.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Setting and Achieving Financial Goals in the New Year
40m · PublishedOn this episode of A Wiser Retirement Podcast™, Casey Smith and Missie Beach, CFP®, CDFA® discuss setting and achieving financial goals in the new year. They talk about the art of creating objectives that are specific, measurable, achievable, relevant, and time-bound. It's not just about setting goals; it's about choosing to chase them with a passion that burns brighter than any excuse.
Podcast Episodes Referenced:
- Ep 142: How to Set 2023 Goals You Can Keep
Youtube Videos Referenced:
- Tips for Sticking to Your Financial Goals
- Tips to Grow Your Business in the New Year
Other Links:
- The 4 Disciplines of Execution: Achieving Your Wildly Important Goals
- Hero on a Mission: A Path to a Meaningful Life
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.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
What to Do When Your Crazy Uncle Wants to Talk Economics Over the Holidays
31m · PublishedEver wondered how the economic climate might be shaping your finances and investments? On this episode of A Wiser Retirement™ podcast, Casey Smith and Missie Beach, CFP®, CDFA® talk about the Fed target rate, consumer price index, US GDP, housing, employment rates, and interest rates. They also go over the impact of economic indicators on various sectors.
Podcast Episodes Referenced:
- Ep 169: How the 2024 Election will Affect Your Portfolio
Youtube Videos Referenced:
- Sticking to Your Budget During the Holidays
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.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Real Estate Market Trends: What to Watch for in 2024 with Tom Townsend
47m · PublishedIn this episode of A Wiser Retirement™ podcast, Casey Smith is joined by Tom Townsend, Realtor with Townsend Realty Group. Tom has been a guest on our podcast many times. They talk about real estate market trends, what to watch for in 2024, interest rates, rental properties, and tips for first-time home buyers.
Podcast Episodes Referenced:
- Ep 133: What Financial Planners Wish You Knew About Buying Your First Home
Other Links:
- Townsend Realty Group
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:
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Podcast
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Will financial advisors be using bitcoin ETFs soon?
53m · PublishedOn this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, and Don Friedman, President of DACFP, to talk about financial advisors using bitcoin ETFs, congress' view on cryptocurrency, and the future of bitcoin.
Podcast Episodes Referenced:
- Ep 157: Crypto Special: Where Crypto is Headed with Don Friedman, President of DACFP
- Ep 172: Crypto Special: Tips to Secure Your Passwords and Cryptocurrency Assets
Other Links:
- DACFP
- Certificate in Blockchain and Digital Assets
- The Truth About Your Future with Ric Edelman
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:
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Your Year-End Financial Planning Checklist
47m · PublishedOn this episode of A Wiser Retirement™ podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy, discuss the importance of having a financial plan and a checklist for year-end financial planning.
At the end of the episode, Casey Smith is joined by Orrin "Checkmate" Hudson for a short segment. Orrin runs Be Someone, an organization that teaches young people to move with love through the game of chess. Orrin briefly shares his life story about being in a gang and how he turned his life around. He strives to help kids who are in a situation he was once in. He is hosting a free leadership training on December 22, 2023, in Atlanta. To learn more about this opportunity, click here.
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:
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Is the 60/40 portfolio really dead?
35m · PublishedIt has been a rough last couple of years for the 60/40 portfolio investors, but does that mean this investing strategy is dead? On this episode of A Wiser Retirement™ podcast, Casey Smith and Andrew Pratt, CFA® talk about the 60/40 portfolio strategy and its performance historically. They also discuss why it continues to play a pivotal role in retirement planning, despite the challenges.
Podcast Episodes Referenced:
- Ep 182: Investing for the Long Haul: Creating a Retirement-Focused Investment Strategy
- Ep 165: 5 Principles of Successful Investing
Youtube Videos Referenced:
- Pros and Cons of Dividend Investing
- Two Bucket Investing Strategy: Income Strategy vs Total Return
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:
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Podcast
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Delta, American & United: Who's Got the Best Pilot Retirement Offering?
36m · PublishedOn this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA®, discuss the different airline retirement plans, specifically focusing on offerings from Delta, American, and United.
Click here to download your airline's 401k allocation.
Podcast Episodes Referenced:
- Ep 173: Making the Most of Your Airline 401k
YouTube Videos Referenced:
- Delta Pilots - Market Based Cash Balance Plan
- Tips for Airline Pilots Approaching Retirement
- Avoid Asset Managers Looking to Manage Your Airline 401k
Other Links:
- Pilot Center
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
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Podcast
Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Best Whiskeys to Gift in 2023
30m · PublishedOn today's special episode of A Wiser Retirement™ podcast, Casey Smith is joined by whiskey enthusiasts, Robert Swarthout and Noland Glenn. We are switching it up from our regular financial topics to talk about the best whiskeys to gift in 2023. Whether you're looking to impress a whiskey connoisseur, surprise a loved one, or simply elevate your collection, we hope you find our whiskey gift guide helpful. Click here to see the full list.
Links:
- Nosing Kit: Nose Your Bourbon
- Glencairn Glass Set
- Bourbon Curious by Fred Minnick
- Drizzly: Online Liquor Store
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
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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.
