A Wiser Retirement®

Is 2024 a good time to purchase a new home? On this episode of A Wiser Retirement™, Casey Smith is joined by realtor, Tom Townsend from Townsend Realty Group . They talk about what's going on in the housing market, what to know about buying a house in 2024, interest rates, upcoming changes to realtor commissions, and investing in a second home. Podcasts Referenced: - Ep 198: Real Estate Marke...

When should I claim Social Security if I don't need it? On this episode of A Wiser Retirement™, Casey Smith and Missie Beach, CFP®, CDFA® talk about the best age to claim Social Security, different strategies for claiming it, and the optimal time to take it if you don't necessarily need it. Related Podcast Episodes: - Ep 109: Common Social Security Questions Answered Related YouTube Vide...

On this episode of A Wiser Retirement™, Casey Smith , Missie Beach, CFP®, CDFA® , and Michaela Dowdy discuss how to prioritize financial goals. They encourage people to set SMART goals, explain leading and lagging indicators, and how to focus on daily priorities. Related Podcast Episodes: - Ep 200: Setting and Achieving Financial Goals in the New Year - Ep 185: Opportunity Funds - Where Dreams Bec...

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They talk about whether Bitcoin is more than digital gold, give an update on the SEC vs Ripple case , explain Bitcoin halving, and mention that the IRS issued a draft for the new 1099-DA.  Related Podcast Episodes: - Ep 216: What are alternative in...

On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to discuss wealth preservation plans and various asset protection strategies. Wealth preservation is more than just preparing for retirement; it involves a strategic approach to safeguarding your assets for future generations while maintaining a comfortable lifestyle today. Related Podcast Episodes: - Ep 14...

On this episode of A Wiser Retirement™, Casey Smith is joined by guests, Justin and Jennifer Place. Justin and Jennifer are both Pilots at a major airline. They discuss what it was like starting at regional airlines and how to make it to the majors, different career paths for pilots, variable income budgeting tips, emergency funds, airline 401k plans, and planning for retirement. Podcast Episodes...

Have you thought about moving to a new state when you retire? On this episode of A Wiser Retirement™, Casey Smith is joined by Michaela Dowdy to talk about the 5 best and worst states to retire to. The states on the list might surprise you! Podcast Episodes Referenced: - Ep 184: What It’s Like Traveling Full-Time in Retirement with the Retirement Travelers - Ep 77: Tips for Moving to Lower Tax Sta...

On this episode of A Wiser Retirement™, Casey Smith is joined by Andrew Pratt and Robert Swarthout. Andrew is the Investment Manager at Wiser and Robert is the Founder, CEO, and Portfolio Manager of Teton Crypto Capital . They talk about Andrew’s new CBDA designation, crypto volatility, Bitcoin ETF holdings, and alternative investments. Podcast Episodes Referenced: - Ep 206: Bitcoin ETF Launch Upd...

Happy Financial Literacy Month! On this episode of A Wiser Retirement™, 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 t...

On this episode of A Wiser Retirement™, Casey Smith is joined by Randy Hargett and Kyle Conroy. Randy is a Long Term Care Specialist at Capstone LTC Advisors and Kyle is a Managing Partner at Disability Insurance Services . They discuss what disability insurance is and how to determine if you need it. Podcast Episodes Referenced: - Ep 212: Medical Costs During Retirement and Preparing for the Unex...

On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to talk about how to terminate a relationship with your financial advisor. They discuss common reasons people part ways with financial advisors, understanding any terms related to termination, tips for communicating the decision to your advisor, and how to monitor the transition. Podcast Episodes Referenced...

On this episode of A Wiser Retirement™, Casey Smith is joined by Logan Steele from Steele Choice Insurance to talk about medical costs during retirement and preparing for the unexpected. They go over Medicare, long-term care, healthcare costs, Medigap, and traveling overseas for medical procedures. Related Podcasts: - Ep 179: Long-Term Care Insurance: To Buy or Not to Buy? - Ep 188: Current State...

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, to talk about their concerns over AI platforms like ChatGPT and Google's Gemini, the ongoing bankruptcy proceedings for FTX, the potential for Ethereum to receive an ETF, as well as the potential implications of Bitcoin reaching a million dollars. Podcast Episodes Referenced: - Ep 206: Bitcoin ETF Launc...

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, Senior Financial Advisor, and Michaela Dowdy, Financial Planning Associate, to talk about strategies for educating your children on money management, credit, investing, and saving to pave the way for their financial success. Podcast Episodes Referenced: - Ep 168: Everything You Need to Know About 52...

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® are joined by guest, Leslie O'Neal, Family Law Attorney. They talk about the differences between alimony and child support, the factors that determine alimony, different types of alimony, and why alimony is not as common anymore. Podcast Episodes Referenced: - Ep 160: How Finances Affect Divorce - Ep 153...

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Andrew Pratt to talk about what direct indexing is, the pros and cons, and how it benefits high-net-worth individuals. Listen to this episode to see if Direct Indexing is the right strategy for you! Podcast Episodes Referenced: - Ep 175: Passing Down Generational Wealth - Ep 152: 10 Tax Planning Strategies for High Net Worth...

On this episode of A Wiser Retirement™ Podcast, we talk about common struggles that small business owners face. Listen to this episode with Casey Smith who is joined by Marty Paradise, from Paradise Business Coaching . Podcast Episodes Referenced: - Ep 176: Tips to Grow and Scale Your Small Business with Marty Paradise - Ep 138: Making Your Business Less Dependent on You Youtube Videos Referenced:...

On this special crypto episode of A Wiser Retirement Podcast™, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They talk about the Bitcoin ETF launch, the SEC's X account getting hacked, VanEck delisting their ETF, Greyscale outflow, and Bitwise. Podcast Episodes Referenced: - Ep 197: Will financial advisors be using Bitcoin ETFs soon? -...

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Andrew Pratt, CFA to talk about financial concerns that are unlikely to happen. They bring up various political, financial, and market-related predictions and concerns that never materialized. They also highlight the necessity of having a robust financial plan that aligns with your goals, risk t...

On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Evan Bogan, Airline Captain to talk about how the aviation industry has changed over the years. They exchange stories, talk about the change in pilot salaries, the state of the aviation industry, and how pilots can be wise with their money. Click here to download a FREE 401k allocation for your airline. Podcast Episodes Refer...

On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Amy Rambo, Travel Advisor with Blue Pineapple Travel. Discover how to create unforgettable family memories without breaking the bank, as they talk about budgeting for travel and the advantages of working with a travel advisor. They also discuss the best seasons for travel, aligning trips with family events, and the benefits o...

On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, to talk about bitcoin halving, the upcoming bull run, the Bitcoin ETF, and regulatory issues. Podcast Episodes Referenced: - Ep 197: Will financial advisors be using Bitcoin ETFs soon? - Ep 172: Crypto Special: Tips to Secure Your Passwords and Cry...

On this episode of A Wiser Retirement Podcast™, Casey Smith is joined by Andrew Pratt, CFA, and Missie Beach, CFP®, CDFA®, to discuss the potential impact of the 2024 election on the stock market. They give a 2023 market recap and their 2024 market predictions. They also discuss various market influences, including political manipulation, tax changes, the housing market, and inflation. They emphas...

On this episode of A Wiser Retirement Podcast™, Casey Smith and Missie Beach, CFP®, CDFA® discuss setting and achieving financial goals in the new year. They talk about the art of creating objectives that are specific, measurable, achievable, relevant, and time-bound. It's not just about setting goals; it's about choosing to chase them with a passion that burns brighter than any excuse....

Ever wondered how the economic climate might be shaping your finances and investments? On this episode of A Wiser Retirement™ podcast, Casey Smith and Missie Beach, CFP®, CDFA® talk about the Fed target rate, consumer price index, US GDP, housing, employment rates, and interest rates. They also go over the impact of economic indicators on various sectors.  Podcast Episodes Referenced: - Ep 169: Ho...