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
Crypto Special: Why Crypto is So Confusing to the Average Investor
34m · PublishedOn this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout discuss some of the reasons why Crypto is so confusing to the average investor and why people may opt for other investment options.
Download Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"
Connect With Us:
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Podcast
Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Crypto Special: Why Crypto is So Confusing to the Average Investor
34m · PublishedOn this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout discuss some of the reasons why Crypto is so confusing to the average investor and why people may opt for other investment options.
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 Finances Affect Divorce
36m · PublishedOn this episode of A Wiser Retirement™ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy, discuss how finances affect divorce. They also talk about things couples can do to avoid heading down the road toward divorce.
Podcast Episodes Referenced:
- Ep 153: How to Recover Financially After Divorce
- Ep 143: Financial Success is Intentional
YouTube Videos Referenced:
- 6 Habits of Financially Successful People
- Should I Hire a Financial Advisor or DIY?
Download Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"
Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!
How Finances Affect Divorce
36m · PublishedOn this episode of A Wiser Retirement™ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy, discuss how finances affect divorce. They also talk about things couples can do to avoid heading down the road toward divorce.
Podcast Episodes Referenced:
- Ep 153: How to Recover Financially After Divorce
- Ep 143: Financial Success is Intentional
YouTube Videos Referenced:
- 6 Habits of Financially Successful People
- Should I Hire a Financial Advisor or DIY?
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!
Steps You Can Take to Retire Early
47m · PublishedAt the start of the episode, Casey Smith takes a few minutes to talk with Amy Rambo, a travel advisor at Blue Pineapple Travel. They talk about traveling in retirement and mention some of the benefits of hiring a travel advisor to help plan your next trip. Casey is joined by Missie Beach, CFP®, CDFA®, for the remainder of the episode to talk about steps you can take to retire early.
Podcast Episodes Referenced:
- Ep 147: Market Update and What to Know about Rule 72t and Early Retirement
- Ep 107: Get Rid of Debt Before You Retire
YouTube Videos Referenced:
- 3 Tips to Retire Early
- What is the Rule of 72t and Rule of 55?
Other links:
- Blue Pineapple Travel
Download Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"
Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Steps You Can Take to Retire Early
47m · PublishedAt the start of the episode, Casey Smith takes a few minutes to talk with Amy Rambo, a travel advisor at Blue Pineapple Travel. They talk about traveling in retirement and mention some of the benefits of hiring a travel advisor to help plan your next trip. Casey is joined by Missie Beach, CFP®, CDFA®, for the remainder of the episode to talk about steps you can take to retire early.
Podcast Episodes Referenced:
- Ep 147: Market Update and What to Know about Rule 72t and Early Retirement
- Ep 107: Get Rid of Debt Before You Retire
YouTube Videos Referenced:
- 3 Tips to Retire Early
- What is the Rule of 72t and Rule of 55?
Other links:
- 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!
How much can you spend in retirement?
27m · PublishedOn this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, talk about different ways to prepare for retirement and how to determine how much you can spend in retirement.
Podcast Episodes Referenced:
- Ep 106: Create a Cash Flow Strategy for Retirement
- Ep 107: Get Rid of Debt Before You Retire
- Ep 68: Leveraging Your Wealth in Retirement
- Ep 60: Withdrawal Strategies for Retirement
YouTube Videos Referenced:
- Will a Stock Market Decline Kill My Retirement?
- Are Annuities a Good Retirement Strategy?
Download Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"
Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!
How much can you spend in retirement?
27m · PublishedOn this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, talk about different ways to prepare for retirement and how to determine how much you can spend in retirement.
Podcast Episodes Referenced:
- Ep 106: Create a Cash Flow Strategy for Retirement
- Ep 107: Get Rid of Debt Before You Retire
- Ep 68: Leveraging Your Wealth in Retirement
- Ep 60: Withdrawal Strategies for Retirement
YouTube Videos Referenced:
- Will a Stock Market Decline Kill My Retirement?
- Are Annuities a Good Retirement Strategy?
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!
Crypto Special: Where Crypto is Headed with Don Friedman, President of DACFP
58m · PublishedOn this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout are joined by guest Don Friedman to discuss their view on where crypto is headed. Don Friedman is the President of DACFP, the Digital Assets Council of Financial Professionals. During Don’s 20-year career, he has created and produced many of the financial industry’s largest and most prestigious events.
Download Our eBook: "Buyer Beware: Why do they keep trying to sell you that annuity?"
Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Crypto Special: Where Crypto is Headed with Don Friedman, President of DACFP
58m · PublishedOn this special crypto episode of A Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout are joined by guest Don Friedman to discuss their view on where crypto is headed. Don Friedman is the President of DACFP, the Digital Assets Council of Financial Professionals. During Don’s 20-year career, he has created and produced many of the financial industry’s largest and most prestigious events.
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 305 episodes in total of non- explicit content. Total playtime is 174:29:50. 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 30th, 2024 11:42.
