A Wiser Retirement®

Hosted by Wiser Wealth Management

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345

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Jun 2026

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About the show

Ready to take control of your financial future? A Wiser Retirement® Podcast breaks down the strategies, insights, and real-world lessons you need to build lasting wealth and retire with confidence. Each week, we cut through the noise to simplify complex financial topics, covering everything from smart investing and retirement strategies to practical financial planning you can actually use. You’ll hear real success stories and actionable tips designed to help you make informed decisions at every stage of life. Whether you’re just getting started or fine-tuning your retirement plan, this podcast is your roadmap to financial freedom. A Wiser Retirement® Podcast is produced by Wiser Wealth Management in Marietta, Georgia, where we specialize in comprehensive wealth management and financial planning services. Take the next step toward a smarter financial future, schedule your complimentary consultation with one of our fiduciary advisors: https://wiserinvestor.com/schedule/

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June 14, 2026Episode 34553 min

345. Are You Reacting to the Headlines or Sticking to the Plan?

You weren't worried about your portfolio at breakfast. Then you check your phone and see recession warnings, tariff headlines, Federal Reserve predictions, and market experts declaring that "this time is different."In this episode of A Wiser Retirement® Podcast, we discuss why reacting to headlines can lead investors away from their long-term financial goals. Drawing on decades of experience through events like the 2008 Financial Crisis, the COVID-19 market downturn, and the inflation-driven volatility of 2022, we explain why discipline, planning, and perspective often matter more than predictions.Related Podcast Episodes: Ep 284. Fear, Greed, and the Markets: Mastering Emotional Investing (Part 1)Ep 285. Fear, Greed, and the Markets: Mastering Emotional Investing (Part 2)Ep 323. 2025 Market Recap & 2026 Outlook: What’s Ahead for InvestorsRelated Financial Education Videos:Should Pilots Invest in Aviation Stocks?Is now a good time to invest in the S&P 500?Additional Info:New Book: Everything Your Financial Advisor Won't Tell YouLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

June 7, 2026Episode 34434 min

344. What Are the Real Uses for Crypto?

Crypto is often associated with speculation, volatility, and investors trying to pick the next big token. However, the digital asset space continues to evolve beyond that narrative.In this episode of A Wiser Retirement® Podcast, Casey Smith speaks with Robert Swarthout, owner and founder of Teton Crypto Capital, about how blockchain technology, digital assets, and crypto-related companies are being used in real-world applications today.Related Podcast Episodes: Ep 326. Why Crypto Still Confuses InvestorsEp 306. Crypto in Your 401(k)? The Future of Retirement InvestingEp 301. Crypto Update: Clarity Act, GENIUS Act, and StablecoinsOther Links:Teton Crypto CapitalLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

May 31, 2026Episode 34335 min

343. 5 Investment Pitfalls High Earners Should Avoid

Earning a high income can create opportunities, but it does not automatically translate into long-term wealth. Many professionals, executives, and business owners fall into financial habits that quietly limit their ability to build lasting financial independence. In this episode of A Wiser Retirement® Podcast, we discuss five common investment pitfalls high earners should avoid and how intentional planning can create more flexibility and clarity for the future.Related Podcast Episodes: Ep 268. Top Financial Mistakes and How to Avoid ThemEp 278. Avoid These Common Mistakes After Receiving a Large InheritanceRelated Financial Education Videos:Common Mistakes to Avoid with Social Security Spousal BenefitsFinancial Habits to Avoid in RetirementLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

May 24, 2026Episode 34245 min

342. What Financial Mistakes Don’t You See Coming? (Confidence Traps to Avoid)

Confidence is often viewed as a strength, especially when it comes to building a career, running a business, or making investment decisions. But when it comes to retirement planning and long-term wealth management, overconfidence can create blind spots that lead to costly financial mistakes.In this episode of A Wiser Retirement® Podcast, we explore the mindset traps that often affect high earners and successful professionals, and how those assumptions can quietly influence long-term financial outcomes.Related Podcast Episodes: Ep 181. 5 Common Financial Myths DebunkedEp 287. The Financial $tuff They Don’t Teach You in SchoolRelated Financial Education Videos:What is Tax Planning?Does retirement planning software really work?Learn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

May 17, 2026Episode 34139 min

341. What Happens Next? A Financial Guide After Death

Losing a loved one is emotional enough without having to navigate legal paperwork, financial accounts, and estate settlement decisions at the same time. Yet for many families, those responsibilities begin almost immediately after a death occurs, often without clear guidance or preparation.In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta, discuss what really happens after someone dies, common estate planning mistakes, and how families can avoid unnecessary stress, delays, and expenses.Related Podcast Episodes: Ep 314. The Simple Estate Planning Error That Could Hurt Your FamilyEp 329. Digital Estate Planning: What Happens to Your Online Life?Related Financial Education Videos:Prevent Family Conflict with Legacy Planning A Financial Advisor's Role in Legacy PlanningOther Links:AG Law, LLCLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

May 10, 2026Episode 3401 hr 5 min

340. 25 Years Of Wiser Wealth Management

Celebrating 25 years in business offers a rare perspective, one shaped by market booms, financial crises, industry shifts, and, most importantly, real client experiences. In this episode of A Wiser Retirement® Podcast, founder Casey Smith reflects on the journey from a startup firm to a comprehensive financial planning team, sharing the lessons learned and what the future holds.Related Podcast Episodes: Ep 241. The Heart and History of Wiser Wealth Management with President, Casey SmithEp 300. Built to Last: The History and Future of Wiser Wealth ManagementRelated Financial Education Videos:Meet Casey Smith, President of Wiser Wealth ManagementLearn More About Wiser Wealth Management: Who We Are & How We HelpLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

May 3, 2026Episode 33934 min

339. How To Know If You Can Retire In Five Years? Without Guessing!

About 70% of Americans feel confident about retiring, but most don’t actually have a plan. Confidence without clarity isn’t confidence at all, it’s hope. In this episode of the A Wiser Retirement® Podcast, we break down how to turn uncertainty into a structured, testable retirement plan, especially if you’re within five years of retiring.Related Podcast Episodes: Ep 308. The Silent Tax: How Inflation Erodes Your RetirementEp 276. How to Make Sure You're Ready for RetirementEp 259. What Pilots (& Others) Should Consider 5 Years Before Mandatory RetirementRelated Financial Education Videos:Can You Save Too Much for Retirement?Financial Habits to Avoid in RetirementLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

April 26, 2026Episode 33838 min

338. Real Passive Income: What's Legit and What's Not

Passive income is one of the most talked-about wealth-building strategies today, but it’s also one of the most misunderstood. From rental properties to online side hustles, many income streams labeled “passive” actually require far more time, effort, and involvement than people expect.In this episode of the A Wiser Retirement® Podcast, we take a closer look at the reality behind passive income, breaking down the myths, the misconceptions, and what it actually takes to build income that works for you.Related Podcast Episodes: Ep 240. The Benefits of Diversified Income StreamsEp 239. How can I reduce my current taxable income?Related Financial Education Videos:Investing for Income vs Growth in Retirement: Finding the BalanceDoes Social Security Count as Income?Learn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

April 19, 2026Episode 33757 min

337. What Should Be Included in a Financial Plan?

Most people don’t actually have a financial plan, they have a scattered collection of accounts, insurance policies, and investments they’ve picked up over time. In this episode of A Wiser Retirement® Podcast, we break down what financial planning actually looks like behind the scenes, and why so many people are missing it entirely.Related Podcast Episodes: Ep 327. What Tax Planning Strategies Should You Implement for 2026?Ep 224. Living in the Moment While Planning for the FutureRelated Financial Education Videos:Financial Planning Tips to Thrive in Your 40sWhat is flat fee financial planning?Other Links:Our Financial Planning ProcessLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

April 12, 2026Episode 33634 min

336. Owning Together: What Could Go Wrong?

Owning property with others, whether it’s a spouse, sibling, friend, or business partner, can seem like a smart financial move. It can reduce costs, create investment opportunities, and simplify certain aspects of ownership. But without proper planning, it can also lead to serious financial and legal complications.In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta break down the most common pitfalls of joint ownership and how to avoid them.Related Podcast Episodes: Ep 314. The Simple Estate Planning Error That Could Hurt Your FamilyEp 233. How Second Marriages and Blended Families Impact Estate PlanningRelated Financial Education Videos:How to Reduce Capital Gains When Selling Real EstateShould I invest in real estate or stocks?Other Links:AG LawLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!