A Wiser Retirement®
Wiser Wealth Management
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/.
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Top 10 A Wiser Retirement® Episodes
Goodpods has curated a list of the 10 best A Wiser Retirement® episodes, ranked by the number of listens and likes each episode have garnered from our listeners. If you are listening to A Wiser Retirement® for the first time, there's no better place to start than with one of these standout episodes. If you are a fan of the show, vote for your favorite A Wiser Retirement® episode by adding your comments to the episode page.
181. 5 Common Financial Myths Debunked
A Wiser Retirement®
08/28/23 • 29 min
On this episode of A Wiser RetirementTM Podcast, Casey Smith and Michaela Dowdy unravel the true limits of 401K contributions and how an HSA can serve as a handy retirement tool and a resource to cover Medicare premiums. Additionally, they also discuss the age-old debate of renting vs buying. With the changing dynamics of the housing market, you might be surprised which side they're rooting for.
Podcast Episodes Referenced:
- Ep 170: How much money do you need to retire?
- Ep 95: ESG: Scam or saving the world?
Youtube Videos Referenced:
- Is financial planning different than wealth management?
- Are annuities a good retirement strategy?
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!
198. Real Estate Market Trends: What to Watch for in 2024 with Tom Townsend
A Wiser Retirement®
12/11/23 • 47 min
In this episode of A Wiser RetirementTM 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
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!
215. Happy Financial Literacy Month!
A Wiser Retirement®
04/01/24 • 44 min
Happy Financial Literacy Month! On this episode of A Wiser RetirementTM, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Michaela Dowdy to talk about why it's important to be financially literate. At its core, financial literacy empowers and equips individuals with the knowledge and skills needed to make informed financial decisions. How financially literate are you?
Podcast Episodes to Reference:
- Ep 124: Financial Literacy is Vital for... EVERYONE!
YouTube Videos to Reference:
- Georgia Will Now Mandate Personal Finance Education in Schools
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!
70. 10 Important Things to Know About Taxes
A Wiser Retirement®
10/06/21 • 15 min
The team is joined by Jordan Sute, CPA from Sute CPAs to kick off our new series on all things tax. They go over 10 important things to know about taxes. Make sure you listen to our podcast in the coming weeks as we take a deep dive into these 10 tax tips.
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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!
74. Digital Assets: New ETF Launches
A Wiser Retirement®
10/22/21 • 38 min
Robert Swarthout joins Casey Smith to talk about new ETF launches. Robert will be joining us once a month to talk about Digital Assets. There has been a lot of positive movement when it comes to Bitcoin. In the past few months, it has almost doubled, so where is Bitcoin headed?
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!
122. Succession Planning for Small Business Owners
A Wiser Retirement®
08/15/22 • 47 min
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® are joined by Gary Bottoms, CLU, ChFC, who is Chairman and CEO of The Bottoms Group, LLC and author of Getting it Right: 10 Strategies to Avoid Regrets. Gary is also a Principal of TBX Benefit Partners, a subsidiary of The Bottoms Group. They talk about succession planning for small business owners, developing a family mission statement, having a mentor, and leaving a legacy.
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!
117. What is Generational Wealth and How Do You Preserve It? With James E. Hughes Jr.
A Wiser Retirement®
07/11/22 • 41 min
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® introduce a special guest, James E. Hughes, Jr., author of Family Wealth: Keeping it in the Family. Hughes talks about how to create a family covenant, the hierarchy of a covenant, the Rockefeller legacy story, and how to structure a team that will work in your best interest. He also discusses some main points from his book, Family Wealth: Keeping it in the Family.
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!
133. What Financial Planners Wish You Knew About Buying Your First Home
A Wiser Retirement®
10/31/22 • 42 min
On this episode of A Wiser Retirement Podcast, Casey Smith and Michaela Dowdy are joined by special guest Tom Townsend of Townsend Realty Group. They will discuss what financial planners wish you knew about buying your first home.
Podcast Episodes Mentioned:
- Episode 17: Real Estate with Tom Townsend
- Episode 51: Is there a Looming Real Estate Crash?
- Episode 9: All Things Mortgages with Mary Ansley Southerland
YouTube Videos Mentioned:
- Should I Pay Off My Mortgage?
- How To Leverage Assets to Buy a Home
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!
246. SEC v. Ripple Lawsuit Resolved, BTC ETFs, and the Election
A Wiser Retirement®
10/02/24 • 28 min
Tune in to this episode of A Wiser Retirement® Podcast as Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, discuss the SEC v. Ripple lawsuit finally being resolved, Bitcoin ETFs, and what the upcoming presidential election means for crypto.
Related Podcast Episodes:
- Ep 237: Estate Planning for Crypto Assets
- Ep 231: The State of RIA Crypto Education, ETH ETFs, and the Memecoin Frenzy
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!
137. Financial Planning in Your 50s
A Wiser Retirement®
11/28/22 • 21 min
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss financial planning in your 50s, and why you shouldn't get spooked in volatile markets.
Podcast Episodes Referenced:
- Episode 129: How Financial Planning Looks Different in Every Decade of Your Life
- Episode 115: What Could Happen if You Don’t Prepare for Retirement
Youtube Videos Referenced:
- 4 Steps to Get Financially Organized Before Retirement
- What is Legacy Planning and Why is it Important
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!
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FAQ
How many episodes does A Wiser Retirement® have?
A Wiser Retirement® currently has 277 episodes available.
What topics does A Wiser Retirement® cover?
The podcast is about News, Finances, Financial Planning, Divorce, Investing, Business News, Money, Invest, Podcasts, Finance and Business.
What is the most popular episode on A Wiser Retirement®?
The episode title '10. College Savings Tips' is the most popular.
What is the average episode length on A Wiser Retirement®?
The average episode length on A Wiser Retirement® is 34 minutes.
How often are episodes of A Wiser Retirement® released?
Episodes of A Wiser Retirement® are typically released every 7 days.
When was the first episode of A Wiser Retirement®?
The first episode of A Wiser Retirement® was released on Jun 11, 2020.
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