A Wiser Retirement®

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...

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...