A Wiser Retirement®

In this episode of the A Wiser Retirement® Podcast , Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta discuss a real-life story that shows how one overlooked detail can lead to heartbreaking consequences for a family. Related Podcast Episodes:  Ep 295: What Happens If You Die Without a Will? The Legal Nightmare Ep 279: What Should Parents of Children with Disabilities Kn...

In this episode of A Wiser Retirement® Podcast , we are tackling the tough, but essential topic of helping your parents plan financially for the years ahead. As more Americans find themselves supporting both their children and their parents, it’s never been more important to plan ahead, start the right conversations, and protect your family’s financial future. Related Podcast Episodes:  Ep 189: Ta...

In this episode of A Wiser Retirement® Podcast , Casey Smith sat down with Robert Swarthout, Founder & CEO of Teton Crypto Capital , to revisit the cryptocurrency questions they first tackled in 2020 and how the answers have evolved over time. Their answers are here to help you find out, does crypto belong in your portfolio? Related Podcast Episodes:  Ep 14. Are Digital Currencies Right For Yo...

In this episode of the A Wiser Retirement® Podcast , Shawna Theriault, CFP®, CPA, CDFA®, and William Medcalf, CFP® discuss how year-end is the perfect time to be strategic with charitable giving. They explore smarter ways to give, instead of just writing a check, to reduce your tax burden.  Related Podcast Episodes:  Ep 307: Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them...

In this episode of A Wiser Retirement® Podcast , Casey Smith and Travel Advisor Amy Rambo with Blue Pineapple Travel cover how to build a travel line item into your retirement plan, stretch your budget with timing and seat strategies, stay protected with insurance, and tailor trips to your pace and mobility. Related Podcast Episodes:  Ep 294: How Smart Financial Planning Led to Living on a Catamar...

In this episode of A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management and former airline pilot is with Grace Kennedy, Financial Planning Associate to discuss the unique financial needs of pilots and the smartest financial planning path for them.  Airline pilots face a unique mix of high-but-variable income, mandatory retirement at 65, stringent medical requirements, and...

In this episode of A Wiser Retirement® Podcast , Casey Smith, and Financial Advisor Michaela Dowdy dive into how retirement planning isn’t just about matching today’s income with today’s expenses. It’s about preparing for the future value of money. Related Podcast Episodes: Ep 245. Strategies for Early Retirement and Long-Term Security Ep 212. Medical Costs During Retirement and Preparing for the...

In this episode of the A Wiser Retirement® Podcast , Estate Planning Attorney Arun Gupta joins Shawna Theriault, CFP®, CPA, CDFA® to demystify trusts, what they are, who they’re for, and how 10 common trust types work in real life. Related Podcast Episodes:  Ep 295: What Happens If You Die Without a Will? The Legal Nightmare Ep 279: What Should Parents of Children with Disabilities Know About Esta...

In this episode of A Wiser Retirement® Podcast , Casey Smith is joined by Robert Swarthout, CEO and Portfolio Manager of Teton Crypto Capital . Together, they dive into the latest crypto news, from the launch of new ETFs to the growing influence of stablecoins in U.S. Treasuries. The conversation explores how these developments could impact retirement planning and whether crypto deserves a place i...

In this episode of A Wiser Retirement® Podcast , Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA®  is joined by Financial Advisor William Medcalf, CFP® to discuss the financial implications of moving across state lines, and how a change in location can also mean major changes to your financial life. Related Podcast Episodes: - Ep 77: Tips for Moving to Lower Tax States - Ep 274: Buying...

In this episode of A Wiser Retirement® Podcast , Casey Smith and William Medcalf, CFP® dive into what it really means to be “quietly rich” and how smart habits, not flashy spending lay the foundation for financial independence. Related Podcast Episodes: - Ep 73: Leave a Legacy of Generosity - Ep 260: 10 Financial Habits That Lead to Long Term Success Related YouTube Videos: - Pitfalls of Living Ri...

In this episode of A Wiser Retirement® Podcast , we discuss the importance of commercial airline pilot medical disability planning and why it’s often overlooked compared to life insurance. We explain how airline disability benefits work, the differences between short-term and long-term coverage, and why “own occupation” policies are essential. The conversation also covers supplemental insurance op...

Retirement isn’t just a finish line, it’s a brand new chapter. In this episode of A Wiser Retirement® Podcast , Casey Smith and Financial Advisor Michaela Dowdy outline eight key things you should focus on starting five years before retirement. While more time is always better, the 3–5 year mark is when many people get serious. Here's how to make the most of it. Related Podcast Episodes: - Ep...

In this episode of the A Wiser Retirement® Podcast , Casey Smith sits down with Robert Swarthout, founder and CEO of Teton Crypto Capital , to discuss how fast cryptocurrency is evolving and how banks are getting involved. - Ep 296: Crypto Update: Big Beautiful Bill, GENIUS Act, & Crypto Company IPOs - Ep 286: How can I evaluate crypto as a potential investment? Learn More: Founded in 2001, Wi...

In this episode of  A Wiser Retirement® Podcast , we celebrate hitting a major milestone, 300 episodes! In this special episode, President Casey Smith and Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA®, reflect on the history of Wiser Wealth Management, the growth of the podcast, and the firm’s mission to provide real, relationship-driven financial planning. Related Podcast Episodes:...

In this episode of  A Wiser Retirement® Podcast , Shawna Theriault, CFP®, CPA, CDFA® and Financial Advisor Michaela Dowdy dive into the essential financial conversations couples should have before saying “I do.” From discussing mindsets and money habits to navigating joint goals and future planning, they offer guidance on how to build a healthy financial foundation for marriage. Related Podcast Ep...

In this episode of  A Wiser Retirement® Podcast , Casey Smith, Andrew Pratt, CFA, CBDA, and Shawna Theriault, CFP®, CPA, CDFA®, dive deep into the state of America’s national debt, what it is, how it got this large, and what it could mean for the country and for everyday investors. While it’s common to compare government debt to household finances, national debt is far more complex because the U.S...

In this episode of the A Wiser Retirement® Podcast , we explore the financial and emotional realities of stepping away from the workforce to become a stay-at-home parent. Whether you're considering staying home temporarily or long-term, it's a decision that deserves careful financial planning. From budgeting for a single income and understanding the trade-offs in retirement savings, to e...

In this episode of  A Wiser Retirement® Podcast , Casey Smith sits down with Robert Swarthout, founder and CEO of Teton Crypto Capital , to unpack how recent legislation is reshaping the crypto landscape in the U.S. From tax changes to new opportunities for investors, here’s what you need to know. Related Podcast Episodes: - Ep 281: Crypto Update: Tariffs, Ripple’s Victory, and What’s Next for Inv...

In this episode of the A Wiser Retirement® Podcast , Estate Planning Attorney Arun Gupta joins Senior Financial Advisor Shawna Theriault to discuss how taking the simplest step in estate planning, creating a will, can make a profound difference. While many assume estate planning is only for the ultra-wealthy, a will helps ensure your assets are distributed according to your wishes, reduces confusi...

In this episode of the A Wiser Retirement® Podcast , we cover how principles from aviation, like threat and error management, proactive and reactive planning, and strong team communication, can be applied to personal financial planning. Casey Smith is joined by airline Captain Evan Bogan to explore how pilots handle unexpected challenges and how families can do the same with their finances. From b...

Whether you're planning to retire, sell your business, or pass it on to the next generation, having a clear succession plan is essential. Unfortunately, many business owners delay this process, putting the value of their life's work at risk. In this episode of the A Wiser Retirement® Podcast , we cover the key steps every business owner should take to successfully transition out of their...

In this episode of the A Wiser Retirement® Podcast , we explore whether pursuing an MBA is truly worth the investment. We’re joined by Nancy Mercer , Assistant Dean and Director of MBA Marketing and Admissions, and Dr. Lauren Heller , Dean of the Campbell School of Business at Berry College, for an inside look at how MBA programs have evolved and what prospective students should consider. We highl...

In this episode of the A Wiser Retirement® Podcast , we explore how financial planning is different for entrepreneurs. From managing fluctuating income and separating personal and business finances to building a strong emergency fund and maximizing retirement contributions, we cover the essentials of creating a stable financial foundation as a business owner. We also dive into choosing the right b...

Gold has long been considered a safe haven during times of uncertainty, often used to hedge against inflation and geopolitical risk. In this episode of the A Wiser Retirement® Podcast , we explore how shifting economic conditions, the rise of lab-created gold, and growing interest in digital assets like Bitcoin are prompting investors to ask: Is gold still a good investment? Related Blog Post : -...