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
Estate Planning for Those that Travel Frequently or Live in Multiple States
20m · PublishedOn this episode of A Wiser Retirement™ podcast, Casey Smith is joined by guest Brian Smith, Partner at Moore Ingram Johnson Steele, for an engaging conversation about estate planning for those that travel frequently or live in multiple states. They discuss having a power of attorney, medical health directive, will, and revocable living trust.
Podcast Episodes Referenced:
- Ep 120: Finding the Right Estate Planning Attorney for You
Youtube Videos Referenced:
- Using an Online Estate Planning Service vs Using a Local Attorney
Other Links:
- Moore, Ingram, Johnson, & Steele
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!
Mutual Funds vs ETFs
37m · PublishedOn this episode of A Wiser Retirement™ Podcast, Casey Smith, Michaela Dowdy, and Andrew Pratt, CFA, discuss the differences between mutual funds and ETFs. They also talk about why you shouldn't be stuck in the mutual fund mentality.
Podcast Episodes Referenced:
- Ep 165: 5 Principles of Successful Investing
- Ep 96: Small Cap ETF Selection Process
Youtube Videos Referenced:
- Are Financial Advisors Paid by Mutual Funds?
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!
Year-End Tax Moves: Planning Ahead for a Stress-Free Tax Season with Jordan Sute Norton, CPA
41m · PublishedOn this episode of A Wiser Retirement™ podcast, Casey Smith is joined by guest Jordan Sute Norton, CPA, to talk about year-end tax moves and how to plan ahead for a stress-free tax season. They also talk about maximizing tax savings, including employer deferred accounts, charity bunching, and IRA and Roth IRA contributions.
Podcast Episodes Referenced:
- Ep 174: 2023 Tax Credits You Should Know About
- Ep 150: Can Tax-Loss Harvesting Improve Your Investing Returns?
Youtube Episodes Referenced:
- 2023 Tax-Smart Philanthropy
Other Links:
- Sute CPAs
- Path2College 529 Plan
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
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Podcast
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Taking Control of Finances for Your Aging Parents
29m · PublishedAre you ready to step in and take control of your aging parents' finances, and in the process, safeguard them from the lurking financial scams? On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® we talk about the importance of being proactive about the potential threats your elderly loved ones may be susceptible to. From romance scams to government impersonations, we explore the insidious ways scammers prey on the elderly, and how you can protect your loved ones from falling victim. We also talk about simplifying your parent's bill payments, setting up direct bill pay, or considering power of attorney. We also underscore the significance of an elder care attorney in planning for your parents' future.
Podcast Episode Referenced:
- Ep 145: Dying without Estate Planning: Do you hate your family?
Youtube Videos Referenced:
- Prevent Family Conflict with Legacy Planning
Other Links:
- Elderly Financial Scam Statistics
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
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Podcast
Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Current State of Healthcare and Medicare Open Enrollment with Logan Steele
37m · PublishedOn this episode of A Wiser Retirement™ podcast, Casey Smith is joined by Logan Steele from Steele Choice Insurance to talk about the current state of healthcare and Medicare open enrollment. They also go over the options available to small business owners, discuss the unavoidable effects of aging on healthcare costs, and contemplate the potential future of universal healthcare in the US.
Podcast Episode Referenced:
- Ep 155: Key Things to Know About Medicare Enrollment
- Ep 111: Differences between Medicare A, B, D, Medigap and Advantage
Youtube Videos Referenced:
- What is IRMAA?
- The Medicare Sign-Up Process Explained
Other Links:
-Steele Choice Insurance
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!
Ways Blockchain Will Change the World
44m · 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 how Blockchain will change the world. Beyond just a database, we examine how Blockchain is set to redefine security features, smart contracts, and the potential for digital voting.
Podcast Episode Referenced:
- Ep 177: Crypto Special: XRP Gets Clarity
- Ep 172: Crypto Special: Tips to Secure Your Passwords and Cryptocurrency Assets
Connect with Robert Swarthout: [email protected]
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!
Market Up in 2023, but Choppy Waters Ahead
31m · PublishedOn this episode of A Wiser Retirement™ Podcast, Casey Smith and Andrew Pratt, CFA, talk about market performance in 2023 and discuss the potential for choppy waters ahead. They also delve into market expectations, the comparison between growth and value investments, bond performance, and provide insights into the market's future direction. They will educate you on the significance of asset allocation and diversification within portfolios, offering actionable steps for effectively managing risk exposure.
Podcast Episode Referenced:
- Ep 163: How to Maximize Earnings on Your Cash Reserves
- Ep 165: 5 Principals of Successful Investing
Youtube Videos Referenced:
- How to be a Long Term Investor
- Should Retirees Get Out of the Stock Market?
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
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Podcast
Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Opportunity Funds - Where Dreams Become Reality
26m · PublishedReady to turn your financial dreams into reality? On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® impart wisdom on proper financial planning and the concept of an opportunity fund. This fund can be your secret weapon to achieving family goals such as going on a grand vacation or buying a vacation home.
This episode underscores the necessity of mindfulness in your financial decisions and the immeasurable value of having a financial plan in place and sticking to it. They will also equip you with resources to help find a qualified financial advisor.
Podcast Episode Referenced:
- Ep 141: What is Holistic Financial Planning?
Youtube Videos Referenced:
-Tips for Sticking to Your Financial Goals
Other Links:
-Flightpath
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!
What It’s Like Traveling Full-Time in Retirement with the Retirement Travelers
40m · PublishedOn this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by the Retirement Travelers, John and Bev Martin, as they share what it's like to travel full-time in retirement, their top 5 favorite travel destinations, and financial tips for traveling. John and Bev's story is a testament to living retirement to the fullest. Check out their YouTube channel for travel advice and to follow along on their latest adventures!
Connect with the Retirement Travelers:
- Website
- YouTube
- Instagram
- Facebook
Podcast Episodes Referenced:
- Ep 158: How much can you spend in retirement?
- Ep 114: Staying Active in Retirement
- Ep 66: Enter Retirement Debt-Free
Youtube Videos Referenced:
- Financial Habits to Avoid in Retirement
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 Avoid Financial Conflict in Marriage
31m · PublishedHow impactful can heated financial disagreements be on a marriage? Is there a secret formula to avoid financial conflict with your spouse? On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® discuss different ways couples often manage their finances, the pivotal role of communication, and why it's important to have joint goals.
Podcast Episodes Referenced:
- Ep 143: Financial Success is Intentional
- Ep 124: Financial Literacy is Vital for Everyone
Youtube Videos Referenced:
- 6 Habits of Financially Successful People
- Tips for Sticking to Your Financial Goals
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.
