A Wiser Retirement®

Pilots, do you want to elevate your leadership skills? Join us on this episode of A Wiser Retirement® Podcast , where we dive into the essential role of leadership development for pilots. We’ll discuss the importance of emotional intelligence, effective communication, and adaptability in aviation. Joining us is Kyle Freiburger, CEO of First Class Leaders , to shed light on the lack of formal leade...

Curious how Trump’s economic policies will impact your portfolio? Join us on this episode of A Wiser Retirement® Podcast as we talk about strategies for navigating market volatility, emphasizing the importance of long-term investment approaches and systematic decision-making to capitalize on opportunities during economic transitions. Related Podcast Episodes: - Ep 257: The Election Outcome Impact...

Curious about how to optimize your tax plan for 2025? Join us on this episode of A Wiser Retirement® Podcast as we share key tax moves to make this year. We cover key topics like charitable giving, the SECURE Act 2.0 , upcoming legislative changes, monitoring AGI, and optimizing business deductions. Related Podcast Episodes: - Ep 239: How can I reduce my current taxable income? - Ep 229: How do I...

Curious how to navigate the stock market in 2025? Join us on this episode of A Wiser Retirement® Podcast as we share our 2025 market outlook. We cover key topics like market performance, predictions, diversification strategies, emerging technologies, economic challenges, and how to navigate external factors shaping the financial landscape. Related Podcast Episodes: - Ep 235: Investing in Index Fun...

In this episode of A Wiser Retirement® Podcast , we discuss 10 financial habits to help you take control of your finances, from setting a clear vision and building a budget to avoiding debt and maximizing employer benefits. Learn practical strategies to automate your savings, build an emergency fund, and align your spending with your long-term goals. Whether you're just starting out or lookin...

Retirement for pilots comes with its own set of challenges and opportunities, especially with the mandatory retirement age of 65. In this episode of A Wiser Retirement® Podcast , we explore essential financial strategies and lifestyle adjustments to help pilots (and others) navigate a seamless transition into retirement. Other Links: - Click here to download your free airline 401k allocation. - Cl...

Does holiday stress overshadow the joy of the season? Join us on this episode of A Wiser Retirement® Podcast as we dive into the true cost of holiday spending and its impact on both finances and family dynamics. From uncovering hidden expenses like holiday decorations to embracing simple pleasures such as driving through festive neighborhoods, we’ll share tips on how to celebrate meaningfully with...

Tune in to this episode of A Wiser Retirement® Podcast where we discuss how the post-election landscape is shaping the future of cryptocurrency. Casey Smith and Robert Swarthout from Teton Crypto Capital join us to unravel complex policy shifts and market dynamics. We explore the hurdles and timelines facing U.S. cryptocurrency regulation, drawing intriguing parallels with previous reforms like Tr...

Tune in to this episode of A Wiser Retirement® Podcast where we explore the best whiskeys to gift in 2024. Discover our top three recommendations for whiskeys in three price ranges: under $50, $50-$100, and over $100. We also share a few thoughtful whiskey-related gift ideas. Whether you're a seasoned connoisseur or just beginning your whiskey journey, this episode is your ultimate guide to f...

In this episode of A Wiser Retirement® Podcast , we're joined by Missie Beach, CFP®, CDFA®, to discuss the power of generosity and its impact on your finances. Together, we delve into strategies for making charitable giving both tax-efficient and meaningful. Discover how to maximize tax benefits through techniques like donating appreciated securities and utilizing donor-advised funds. We also...

Discover how to make your investments work smarter, not harder, with tax-efficient strategies. In this episode of A Wiser Retirement® Podcast, we tackle the big questions, like whether Roth conversions make sense for you, especially if you're in a low tax bracket now but anticipate higher income later. We also explore the potential of direct indexing for larger accounts and the often-overlook...

In this episode of A Wiser Retirement® Podcast , we're joined by Courtney Miller, Managing Director at Visual Approach Analytics . Learn how airlines like Southwest and Delta tackle the challenges of fleet commonality and efficiency, and how they strategize around aircraft maintenance and technical operations. We'll dissect the impact of COVID-19 on the aviation landscape, including the...

Tune in to this episode of A Wiser Retirement® Podcast where Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital , discuss the SEC's upcoming actions, BTC ETFs, and Kamala Harris's stance on crypto policy. The conversation highlights the pressing need for a robust, supportive framework for crypto businesses, especially amid potential regulatory s...

Join us for this episode of A Wiser Retirement® Podcast, where Casey Smith interviews Shawna Theriault, CFP®, CPA, CDFA®, Senior Financial Advisor, about her inspiring journey—from moving out at sixteen to pursuing a career in finance and becoming a CERTIFIED FINANCIAL PLANNER®, Certified Public Accountant, and Certified Divorce Financial Analyst®. Shawna shares how resilience, continuous learning...

Celebrate with us as we hit an incredible milestone—our 250th podcast episode! We share some exciting updates about A Wiser Retirement ®  Podcast . We also reflect on our top five most popular episodes and share inspiring financial success stories from clients who have achieved financial freedom. Related Podcast Episodes: - Ep 173: Making the Most of Your Airline 401k - Ep 14: Are digital currenci...

Join us on this episode of A Wiser Retirement® Podcast as we chat with Bradley and Kate Swarthout about their journey from leaving a traditional life to living full-time on a catamaran in the Caribbean with their son and dog. Through financial planning, learning to sail, and navigating various challenges, they embraced an adventurous, non-traditional lifestyle. They share insights on pursuing unco...

In 2025, Medicare will eliminate the Part D coverage gap, cap out-of-pocket prescription costs at $2,000, and offer a payment plan. Some Georgia Medicare Advantage plans will not renew, allowing members to switch plans or join Medigap without underwriting. The Part B premium will rise to $185/month, and fraud risks are expected to increase. Tune in to this episode of A Wiser Retirement® Podcast as...

When running a business, it's essential to maintain a clear distinction between business and personal assets. This separation is vital for liability protection, tax purposes, and enhancing professionalism. Tune in to this episode of A Wiser Retirement® Podcast as we discuss why it's important and how to implement it effectively. Book Links: - The E-Myth Revisited by Michael E. Gerber - M...

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 Educatio...

Achieving early retirement and long-term financial security requires a strategic approach that includes saving aggressively, living below your means, and creating multiple income streams. Join us on this episode of A Wiser Retirement® Podcast as we talk about different strategies for early retirement and long-term security. Along with financial tactics, we also highlight the importance of maintain...

Managing a loved one's estate can be overwhelming. How do you ensure you're not missing critical steps? Join us on this episode of A Wiser Retirement® Podcast as we walk you through the financial steps to take after the loss of a loved one. We also stress the importance of preparing your own affairs to spare future generations the hassle and potential legal headaches. Related Podcast Epi...

Is a market correction on the horizon? In this episode of the A Wiser Retirement® Podcast, we discuss key strategies for investing during an election year. We explore the stock market's average rise during election years, emphasizing the value of long-term investment strategies and avoiding market timing. We also cover the importance of having a cash reserve for downturns, rebalancing portfol...

Can financial knowledge and independence unlock a better future for women? In this episode of A Wiser Retirement® Podcast, we explore essential steps women can take to control their financial destinies. We address challenges faced by divorced women and widows, offering practical advice on making smart investment decisions instead of relying on low-yield accounts. Discover why it’s crucial for wome...

Wiser Wealth Management was founded with a clear mission: to do the right thing and make a positive impact on people’s lives. Michaela Dowdy interviews Casey Smith about the history behind Wiser Wealth Management, giving listeners a chance to get to know him better. Casey shares his journey from aspiring mutual fund manager to becoming an airline pilot to founding Wiser. They discuss the importanc...

Ever wondered how diversified income streams can shape your financial future? In this episode, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, dive into the significance of diversified income streams, from real estate and dividend-paying stocks to balancing primary and side jobs. They emphasize the importance of passion in side hustles and business ventures, and clarify tax considerations, inc...