A Wiser Retirement®
From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom! A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about our services, schedule a complimentary consultation to meet with one of our financial advisors: https://wiserinvestor.com/schedule/.
Show episodes
A new year is a natural reset button and a perfect time to get intentional about money. On this episode of the A Wiser Retirement® Podcast, we share how most Americans enter the year with at least one financial priority. The biggest themes are consistent: reducing debt, saving for major purchases, and planning for reti
Early retirement is a dream for a lot of people and it can be possible, but only if you plan for it the right way. On this episode of the A Wiser Retirement® Podcast, the conversation tackles what early retirement really means, why so many retirees run out of money, and what steps you can take now to retire sooner with
If something unexpected happened tomorrow, who would make decisions for you? That’s the big question at the heart of this episode of the A Wiser Retirement® Podcast, where Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta demystify what is a power of attorney and explain why nearly everyone ne
On this episode of the A Wiser Retirement® Podcast, Grace Kennedy interviews Casey Smith, president of Wiser Wealth Management and former airline pilot, on how aviators can prioritize, plan, and protect their money from day one through retirement. Related Podcast Episodes: Ep 194: Delta, American & United: Who"s Got t
Whiskey gifting is an art and in 2025, it’s easier (and tastier) than ever to give the perfect bottle. On this special non-financial episode of the A Wiser Retirement® Podcast, host Casey Smith sits down with whiskey enthusiast Robert Swarthout to talk all things bourbon, barrel picks, and what makes this year’s select
In this episode of A Wiser Retirement® Podcast, we discuss how $1 million has been the golden benchmark for retirement savings. But is this magic number still enough in today"s economy? Related Podcast Episodes: Ep 276: How to Make Sure You"re Ready for Retirement Ep 217: What are the best and worst states to retire t