A Wiser Retirement®

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss financial planning in your 60s and ways to prepare for retirement. Podcast Episodes Referenced: - Episode 115: What Could Happen if You Don’t Prepare for Retirement - Episode 103: Your Pre-Retirement Checklist Youtube Videos Referenced: - Are Annuities and Good Retirement Strategy? - 4 Steps to Get Financially...

On this episode of A Wiser Retirement Podcast, Casey Smith is joined by special guests Robert Swarthout of Teton Crypto Capitol and Marty Paradise of Paradise Business Coaching. They will discuss the ins and outs of making your business less dependent on you. Podcast Episodes Referenced: - Episode 122: Succession Planning for Small Business Owners - Episode 83: Commonly Missed Tax Deductions for B...

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...

On this episode of A Wiser Retirement Podcast, Casey Smith and Missie Beach, CFP®, CDFA® discuss financially preparing for your high-schooler to go to college and the importance of being prepared. Podcast Episodes Referenced: - Episode 10: College Saving Tips - Episode 34: College Admissions 101: How to Prepare Your Student for College - Episode 131: Money Management Tips for Recent College Gradua...

On this episode of A Wiser Retirement Podcast, Casey Smith is joined by special guest Marty Paradise of Paradise Business Coaching, and they discuss how to start and grow a business and the importance of surrounding yourself with a good team. Podcast Episodes Referenced: - Episode 122: Succession Planning for Small Business Owners - Episode 83: Commonly Missed Tax Deductions for Business Owners Yo...

On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA® discuss financial planning in your 40s, financial mistakes, and ways to start preparing yourself for retirement. Podcast Episodes Referenced: - Episode 129: How Financial Planning Looks Different in Every Decade of Your Life - Episode 124: Financial Literacy is Vital... for Everyone! - Episo...

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 A...

In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy discuss financial planning in your 30s and 30-year-olds biggest issues with money. Podcast Episodes Referenced: - Episode 129: How Financial Planning Looks Different in Every Decade of Your Life - Episode 124: Financial Literacy is Vital... for Everyone! - Episode 123: Estate Planning for Young Adults...

In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy talk about money management tips for recent college graduates. They also dive into the benefits of building and sticking to a budget. Podcast Episodes Mentioned: - Episode 130: Financial Planning in Your 20’s - Episode 124: Financial Literacy is Vital... for Everyone! - Episode 123: Estate Planning for...

In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy discuss financial planning in your 20s and 20-something's biggest issues with money. Podcast Episodes Referenced: - Episode 54: Hiring the Right Financial Advisor - Episode 89: Active vs Passive Investing YouTube Videos Referenced: - 4 Steps to Get Financially Organized before Retirement - Should...

In this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss how financial planning looks different in every decade of your life and take a deep dive into the current state of the market. Podcast Episodes Referenced: - Episode 54: Hiring the Right Financial Advisor - Episode 89: Active vs Passive Investing YouTube Videos Referenced: - 4 Steps to Get Financially Organized...

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about transferring wealth from generation to generation and go over what we've talked about on the podcast during the past quarter. Podcast Episodes Referenced: - Episode 117: What is Generational Wealth and How Do You Preserve It? - Episode 121: Designing Your Portfolio to Leave a Lasting Legacy - Episode 12...

On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Jordan Sute, CFP, from Sute CPAs . Jordan has been a guest on our podcast many times. She is joining us to talk about the cost of inheriting wealth, estate tax, and opportunities to avoid it. Podcast Episodes Referenced: - Episode 117: What is Generational Wealth and How Do You Preserve It? - Episode 83: Commonly Missed Tax De...

On this episode of A Wiser Retirement Podcast , Casey Smith is joined by Randy Hargett, owner of Capstone LTC Advisors . Randy was a guest on episode 16 of our podcast back in 2020. He has a wealth of knowledge about long term care insurance and is a RamseyTrusted Provider for the Dave Ramsey show. He is joining us to talk about how insurance can be used to protect your wealth, long term care insu...

On this episode of A Wiser Retirement Podcast , Casey Smith and Brad Lyons CFP® are joined by Barbara Garner , Donor Services Manager at Cobb Community Foundation . Barbara was a guest on episode 73 of our podcast last year when we talked about what donor advised funds are. She is joining us to talk about leaving a legacy of generosity. Learn more about Cobb Community Foundation's Non-Profit...

On this episode of A Wiser Retirement Podcast , Casey Smith kicks off the episode by introducing Jared Knox , a local artist from Marietta, Georgia. He painted the new artwork of the bear and the bull that we have hanging in the background of our podcast every week. Jared's art can be found in DK Gallery down the street from our office in Marietta Square. On the rest of the episode, Casey is...

On this episode of A Wiser Retirement Podcast , Casey Smith is joined by Nick Rosenbauer, Estate Planning Attorney. Nick is founder of The Rosenbauer Law Office, LLC in West Chester, Ohio. Nick is also the host of the Complete Estate Planning podcast . They talk about the importance of a power of attorney, guardianship, privacy for young adults, and estate planning for crypto investors. They also...

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 fami...

On this episode of A Wiser Retirement Podcast , Casey Smith and Brad Lyons, CFP® talk about how to design your portfolio to leave a lasting legacy. They also explain the importance of an opportunity fund, real estate in your portfolio, and educating the next generation. Podcast Episodes Mentioned: Episode 87: Strategies to Grow and Protect Your Portfolio Episode 102: Low Cost, Diversified, Long-Te...

On this episode of A Wiser Retirement Podcast , Casey Smith and Brad Lyons, CFP® are joined by Doug Butler who is an Attorney at Moore Ingram Johnson and Steele. Doug is a partner within the firm’s Corporate and Transactional, Insurance Regulatory, and Self-Insured / Captive Insurance Departments . They talk about how to find the right estate planning attorney for you. Podcast Episodes Mentioned:...

On this episode of A Wiser Retirement Podcast , Casey Smith and is joined by guest, Jordan Sute, CPA, from Sute CPAs . Jordan has been a guest on our podcast many times now. They talk about how to choose a certified public accountant (CPA) to meet your estate planning needs. They also explain why a CPA is important, what to look for in a CPA, some red flags, and how a CPA can be beneficial to your...

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about what to look for in a financial advisor when building a legacy plan. It’s important to understand that your advisor should be working in the client’s best interest, and not selling products. They also give us an update on current inflation numbers for the last year and tips for how investors should be approa...

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...

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® kick off the new season of the podcast by explaining what it takes to leave a purposeful financial legacy. It is important to plan ahead of time in order to leave the legacy you wish to leave for the next generation. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wea...

On this episode of A Wiser Retirement Podcast , Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® wrap up this season of the podcast by talking about the three main ways to prepare for retirement. They also reveal our theme for the new season of the podcast starting in July and say goodbye to Matthews! Podcast Episodes Mentioned: Episode 106: Create a Cash Flow Strategy for Re...