Recent Content
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 th…
Curious how Trump’…
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 on Crypto, BTC ETFs, and Bitwise Files for Index Product- Ep 261: 2025 Market Outlook: Navigating the Year AheadRelated YouTube Videos:- Investing for Income vs Growth in Retirement: Finding the Bal…
Casey Smith
January 20, 2025 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, t…
Curious about how to…
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 avoid capital gains tax?Related YouTube Videos:- Reduce Your Taxes and AGI by Giving to Charity- How to Reduce Taxable Income as a Business OwnerLearn More:- Wiser Wealth Management- Schedule a Complimen…
Casey Smith
January 13, 2025 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,…
Curious how to navig…
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 Funds: Benefits and Strategies- Ep 182: Investing for the Long Haul: Creating a Retirement-Focused Investment StrategyRelated YouTube Videos:- Tips for Investing When You Have a Variable Income- Does lump…
Casey Smith
January 6, 2025 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 maximi…
In this episode of A…
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 looking to fine-tune your financial habits, this episode has actionable advice to help you stay on track. Related Podcast Episodes: - Ep 238: Is Instant Gratification Ruining Your Financial Goals?- Ep 221: …
Casey Smith
December 30, 2024 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 …
Retirement for pilot…
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.- Click here to use our Mortgage Payoff Calculator Podcast Episodes Referenced:- Ep 253: Navigating the Future of the Airline Industry- Ep 234: Pilots, Maximize Your 401(k) Contributions!YouTube Videos Refer…
Casey Smith
December 16, 2024 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 fami…
Does holiday stress …
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 without breaking the bank.Related Podcast Episodes:- Ep 196: Your Year-End Financial Planning Checklist- Ep 254: Closing the Year Strong: Key Financial Moves Before Year-EndRelated YouTube Videos:- Red…
Casey Smith
December 9, 2024 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 Cap…
Tune in to this epis…
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 Trump's tax changes. As more people access digital currencies through platforms such as Venmo and PayPal, the need for robust Education becomes crucial, and we’re here to guide you through it al…
Casey Smith
December 4, 2024 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-$1…
Tune in to this epis…
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 finding the perfect gift-worthy spirits for friends and family.Links:- Glencairn Glasses- Chilling Stones- Bourbon Curious by Fred Minnick- Smoked Old Fashioned KitRelated Podcast Episode: - Ep 193: B…
Casey Smith
December 2, 2024 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 strategie…
In this episode of A…
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 discuss the advantages of bunching deductions and the power of qualified charitable distributions from IRAs for individuals over 70½. Tune in to gain valuable insights on how the act of giving can…
Casey Smith
November 25, 2024 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 conversio…
Discover how to make…
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-overlooked benefits of FSAs and HSAs. This episode is packed with practical advice and insights to help you navigate which financial moves you should make before year-end.Related Podcast Episodes:- Ep 196: Y…
Casey Smith
November 18, 2024 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…
In this episode of A…
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 unexpected demand surge and subsequent supply chain hurdles. Discover the intricacies behind recent airline mergers and the looming pilot shortage that has left the industry grappling with its future c…
Casey Smith
November 11, 2024 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, BT…
Tune in to this epis…
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 shifts under changing political leadership.Related Podcast Episodes:- Ep 246: SEC v. Ripple Lawsuit Resolved, BTC ETFs, and the Election- Ep 237: Estate Planning for Crypto AssetsLearn More:- Wiser Wea…
Casey Smith
November 4, 2024 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 …
Join us for this epi…
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, and a commitment to connecting deeply with clients have shaped her career in a traditionally male-dominated industry. She underscores the importance of holistic, personalized financial guidan…
Casey Smith
November 4, 2024 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 episod…
Celebrate with us as…
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 currencies right for you?- Ep 168: Everything You Need to Know About 529 Plans - Ep 184: What it’s Like Traveling Full-Time in Retirement with the Retirement Travelers- Ep 70: How much Money do you need to …
Casey Smith
October 28, 2024 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 Caribbe…
Join us on this epis…
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 unconventional paths, highlighting the importance of experiences over possessions, goal-setting, and taking calculated risks while planning for the future.Related Podcast Episodes:- Ep 203: How to Create…
Casey Smith
October 21, 2024 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 membe…
In 2025, Medicare wi…
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 Casey Smith and Logan Steele, from Steele Choice Insurance, dive into the details of these upcoming Medicare changes. Related Podcast Episodes:- Ep 188: Current State of Healthcare and Medicare Open…
Casey Smith
October 14, 2024 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 profes…
When running a busin…
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- Marketing Made Simple by Donald Miller- Building a Story Brand by Donald Miller - Setting The Table by Danny Meyer- Traction by Gino WickmanRelated Podcast Episodes:- Ep 207: What are the biggest struggl…
Casey Smith
October 7, 2024 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 bein…
Tune in to this epis…
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 Education, ETH ETFs, and the Memecoin FrenzyLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valu…
Casey Smith
October 2, 2024 
