A Wiser Retirement®

On this episode of A Wiser Retirement™ Podcast, Casey Smith opens the podcast with guest Tom Townsend, real estate agent at Townsend Realty Group . They briefly talk about what's going on in the current real estate market. For the remainder of the episode, Casey is joined by Missie Beach, CFP®, CDFA® to talk about what you should do with your old 401k. Podcast Episodes Referenced: - Ep 115: W...

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® talk about how to maximize earnings on your cash reserves and cover the basics of ESG investing. Podcast Episodes Referenced: - Ep 143: Financial Success is Intentional - Ep 102: Low Cost, Diversified, Long-term Investing YouTube Videos Referenced: - What is the right time to invest in the stock market? - How to be a...

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by guest Evan Bogan, airline captain, to talk about how flying a plane can be compared to retirement planning. Podcast Episodes Referenced: - Ep 141: What is holistic financial planning? - Ep 129: Financial Planning Looks Different in Every Decade of Your Life YouTube Videos Referenced: - Avoid Asset Managers Looking to Manage y...

On 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. Learn More: Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owner...

On 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 F...

At 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 Episo...

On 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 f...

On 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....

On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, discuss the Silicon Valley Bank collapse and if people should be concerned about banks now.   Podcast Episodes Referenced: - Ep 154: Investing Through Times of Fear YouTube Videos Referenced: - What You Need to Know About Silicon Valley Bank Failure - Stay Invested Long Term Learn More: Founded in 2001, Wiser Wealth...

On this episode of A Wiser Retirement™ Podcast, Casey Smith, and guest Logan Steele, discuss preparation for medicare enrollment, and the different options for Medicare coverage.   Podcast Episodes Referenced: - Ep 111: Differences between Medicare A, B, D, Medigap, and Advantage - Ep 110: How Does Healthcare Work in Retirement? YouTube Videos Referenced: - What is IRMAA? - How does Medicare work?...

On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, talk about investing through times of fear. They also discuss 37 different reasons people often fear investing in the stock market, but shouldn't. Podcast Episodes Referenced: - Ep 53: Invest Now, In this Market? - Ep 91: Is Your Behavior Affecting Your Portfolio? YouTube Videos Referenced: - How to be a Long T...

On this episode of A Wiser Retirement™ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, discuss divorce, all the financial hardships that come with it, and how to work around them.   Podcast Episodes Referenced: - Ep 46: Financial Terms Everyone Should Know - Ep 69: Achieve Financial Success in Retirement YouTube Videos Referenced: - Tips for Sticking to Your Financial Goals - Stay Invested Long-T...

On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and guest Jordan Sute, CPA, give a quick market update. They also talk about 10 tax planning strategies for high-net-worth individuals.   Podcast Episodes Referenced: -  Ep 127: The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It - Ep 81: What is tax loss harvesting? YouTube Videos to Reference: - Doe...

On this special crypto episode of The Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout talk about how cryptocurrency is not going anywhere and is here to stay, crypto proof of work, staking, and news in the crypto market. Robert is the Founder, CEO, and Portfolio manager of Teton Crypto Capital. He will be joining Casey once a month for a special crypto episode. Learn More: Founded in 2...

On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, discuss if tax-loss harvesting can improve your investing returns. They talk about how this strategy can help investors use market value losses of securities to offset gains and remain invested with a diversified portfolio. Podcast Episodes Referenced: -  Ep 81: What is Tax Loss Harvesting? -  Ep 83: Commonly Missed...

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® talk about some of the reasons for high inflation, and how to inflation-proof your retirement portfolio. Podcast Episodes Referenced: - Ep 45: Inflation Protecting Your Portfolio - Ep 101: What is Portfolio Diversification? YouTube Videos to Reference: - Protecting Your Portfolio During a Market Downturn Learn More: F...

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® discuss Chat GPT and how AI could eventually be used in the financial services industry. They also go over different strategies for managing risk in your portfolio. Podcast Episodes Referenced: - Ep 101: What is portfolio diversification? - Ep 100: Performance Benchmarks for your Portfolio - Ep 91: Is your behavior af...

On this episode of A Wiser Retirement™ Podcast, Casey Smith, Brad Lyons, CFP®, and guest Jordan Sute, CPA, give an update on what's going on in the market. They also discuss early retirement and rule 72t. They also cover different ways you can avoid tax penalties if you are hoping to retire early. Podcast Episodes Referenced: - Ep 115: What could happen if you don’t prepare for retirement - E...

On this episode of A Wiser Retirement Podcast, Casey Smith, and Randy Hargett, CLTC, discuss the importance of life insurance to make sure your family's needs are covered. Podcast Episodes Referenced: - Ep 23: Life Insurance with Randy Hargett - Ep 126: How can insurance protect your wealth? Youtube Videos Referenced: - Long Term Care Insurance Explained - What is umbrella Insurance ? Learn M...

On this episode of A Wiser Retirement Podcast, Casey Smith is joined by guest Doug Butler to discuss why estate planning is so important when planning for your future. They also go over what an estate plan consists of, and what can go wrong if you don't have one. Podcast Episodes Referenced: - Ep 120: Finding the right estate planning attorney for you - Ep 123: Estate planning for young adult...

On this episode of A Wiser Retirement Podcast, Casey Smith, and Missie Beach, CFP®, CDFA®, discuss what goes into planting financial seeds for the next generation. Podcast Episodes Referenced: - Ep 128: Transferring Wealth from Generation to Generation - Ep 121: Designing Your Portfolio to Leave a Lasting Legacy Youtube Videos Referenced: - What is Legacy Planning and Why is it Important? - A Fina...

On this episode of A Wiser Retirement Podcast, Casey Smith, and Brad Lyons, CFP®, discuss various stories of success and tell us why financial success is intentional. Podcast Episodes Referenced: - Ep 124: Financial Literacy is Vital… For Everyone! - Ep 115: What Could Happen if You Don’t Prepare for Retirement - Ep 69: Achieve Financial Success in Retirement - Ep 49: 4 Steps to Be Wealthy Youtube...

On this episode of A Wiser Retirement Podcast, Casey Smith, and Brad Lyons, CFP®, discuss the new year and how to set 2023 goals you can keep. Podcast Episodes Referenced: - Ep 61: 5 Steps to Financial Sucess in Retirement Youtube Videos Referenced: - Tips to Grow Your Business in the New Year - New Years Resolutions to Be Financially Successful in 2022   Learn More: Founded in 2001, Wiser Wealth...

On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA®, discuss what holistic financial planning is. Podcast Episodes Referenced: - Ep 117: What is generational wealth and how do you preserve it  - Ep 129: How Financial Planning Looks Different in Every Decade of Your Life Youtube Videos Referenced: - A Financial Advisor's Role in Legacy Pl...

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss tips for making a smooth transition into retirement. Podcast Episodes Referenced: - Episode 139: Financial Planning in Your 60’s - Episode 113: Finding a Purpose in Life After Retirement - Episode 103: Your Pre-Retirement Checklist Youtube Videos Referenced: - 4 Steps to Get Financially Organized Before Retirem...