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Tariffs, fiscal policy, and market volatility have become growing concerns for many investors. In this episode of A Wiser Retirement® Podcast, we unpack what tariffs are, how they work, and how curre…

Tariffs, fiscal poli…

Tariffs, fiscal policy, and market volatility have become growing concerns for many investors. In this episode of A Wiser Retirement® Podcast, we unpack what tariffs are, how they work, and how current market conditions may affect your investment portfolio.Related Podcast Episodes:- Ep 263: Trump’s Economic Policies: Tax, Tariffs, and More- Ep 268: Top Financial Mistakes and How to Avoid Them Related YouTube Videos:- Investing for Income vs Growth in Retirement: Finding the BalanceLearn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you…

Join us on this episode of A Wiser Retirement® Podcast, where we break down the essential steps to help you prepare for a secure and fulfilling retirement. From creating a realistic budget and elimin…

Join us on this epis…

Join us on this episode of A Wiser Retirement® Podcast, where we break down the essential steps to help you prepare for a secure and fulfilling retirement. From creating a realistic budget and eliminating debt to maximizing Social Security and Medicare benefits, we cover key financial strategies to set you up for success. Related Podcast Episodes:- Ep 245: Strategies for Early Retirement and Long-Term Security - Ep 212: Medical Costs During Retirement and Preparing for the Unexpected  Related YouTube Videos:- Investing for Income vs Growth in Retirement: Finding the Balance - The 4% Rule i…

Join us for this episode of A Wiser Retirement® Podcast as we explore the U.S. government's growing Bitcoin holdings and the potential creation of an official Bitcoin reserve, a proposal now und…

Join us for this epi…

Join us for this episode of A Wiser Retirement® Podcast as we explore the U.S. government's growing Bitcoin holdings and the potential creation of an official Bitcoin reserve, a proposal now under legislative review. We also dive into the latest developments in Crypto regulation, Sam Bankman-Fried’s unauthorized interview with Tucker Carlson, Binance’s legal challenges, and NASDAQ’s bold plan to launch 24-hour trading by 2026.Related Podcast Episodes:- Ep 266: Crypto Update: SpaceX Uses Stablecoins, Trump’s Meme Coin & Altcoin ETF Filings- Ep 270: Crypto Update: Meme Coin Res…

Join us on this episode of A Wiser Retirement® Podcast, as Casey Smith and Paul Montaperto from Family2Family Relocation discuss tips for families looking to buy a home in a great school district. We…

Join us on this epis…

Join us on this episode of A Wiser Retirement® Podcast, as Casey Smith and Paul Montaperto from Family2Family Relocation discuss tips for families looking to buy a home in a great school district. We explore how to evaluate school quality beyond online ratings, considering factors like administrative stability, private school options, and future zoning changes. Paul also gives practical tips to help families make informed home-buying decisions.Related Podcast Episodes:- Ep 136: Financially Preparing for Your High Schooler to Go to College- Ep 168: Everything You Need to Know About 529 Plans- …

Are you a pilot contemplating the possibility of retiring early? Join us on this episode of A Wiser Retirement® Podcast, where we explore the complexities surrounding the decision to leave the cockpi…

Are you a pilot cont…

Are you a pilot contemplating the possibility of retiring early? Join us on this episode of A Wiser Retirement® Podcast, where we explore the complexities surrounding the decision to leave the cockpit before the traditional retirement age. We dive deep into the unique emotional and financial considerations that come with this choice, focusing on the benefits and potential pitfalls of retiring around age 55. We shed light on crucial aspects such as healthcare coverage before turning 65, the option of part-time work for maintaining financial stability, and the importance of understanding your c…

Join us on this episode of A Wiser Retirement® Podcast, where we explore why paying a financial advisor to invest in ETFs may be worth the cost, even when providers like Vanguard offer these funds wi…

Join us on this epis…

Join us on this episode of A Wiser Retirement® Podcast, where we explore why paying a financial advisor to invest in ETFs may be worth the cost, even when providers like Vanguard offer these funds with low fees. Many investors wonder if they can simply do it themselves, but the real value of working with an advisor goes far beyond just selecting investments.Related Podcast Episodes:- Ep 213: How do I terminate a relationship with my financial advisor?- Ep 191: Mutual Funds vs ETFs Related YouTube Videos:- What is a fee-only financial advisor?- Will AI replace financial advisors?- How to Hire …

What steps should you take in your 20s and 30s to build sustainable wealth? In this episode of A Wiser Retirement® Podcast, we break down the key financial habits that can pave the way for lifelong s…

What steps should yo…

What steps should you take in your 20s and 30s to build sustainable wealth? In this episode of A Wiser Retirement® Podcast, we break down the key financial habits that can pave the way for lifelong security. Young adults today face unique financial hurdles such as rising living costs, student loan debt, and credit cards. Tune in as we share practical strategies to overcome these challenges and set yourself up for long-term success.Related Podcast Episodes:- Ep 260: 10 Financial Habits That Lead to Long-Term Success- Ep 224: Living in the Moment While Planning for the Future- Ep 123: Estate Pl…

Join us for this episode of A Wiser Retirement® Podcast, where we explore the latest changes shaping the cryptocurrency market. From the resurgence of meme coins to high-profile hacks and evolving ta…

Join us for this epi…

Join us for this episode of A Wiser Retirement® Podcast, where we explore the latest changes shaping the cryptocurrency market. From the resurgence of meme coins to high-profile hacks and evolving tax regulations, we cover key trends that are influencing how investors, regulators, and global markets interact with digital assets in 2025.Related Podcast Episodes:- Ep 266: Crypto Update: SpaceX Uses Stablecoins, Trump’s Meme Coin & Altcoin ETF Filings- Ep 261: 2025 Market Outlook: Navigating the Year AheadLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover…

Managing college expenses can be overwhelming, but understanding available tax benefits can help parents reduce costs. Join us on this episode of A Wiser Retirement® Podcast as we discuss how these t…

Managing college exp…

Managing college expenses can be overwhelming, but understanding available tax benefits can help parents reduce costs. Join us on this episode of A Wiser Retirement® Podcast as we discuss how these tax benefits work and what families need to know about deductions, tax forms, and financial planning for college.Related Podcast Episodes:- Ep 168: Everything You Need to Know About 529 Plans- Ep 136: Financially Preparing for Your High Schooler to Go to CollegeLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Acces…

Tune in to this episode of A Wiser Retirement® Podcast as we sit down with Senior Financial Advisor Missie Beach, CFP®, CDFA®, to discuss her 20+ years of experience in financial planning. She shar…

Tune in to this epis…

Tune in to this episode of A Wiser Retirement® Podcast as we sit down with Senior Financial Advisor Missie Beach, CFP®, CDFA®, to discuss her 20+ years of experience in financial planning. She shares the challenges of being a woman in a male-dominated industry, the importance of integrity in financial planning, and her passion for empowering women and young families. Discover how her client-first approach, commitment to financial Education, and passion for making a difference shape her work at Wiser Wealth Management.Related Podcast Episodes:- Ep 251: Shawna Theriault's Road to Becomin…

Are you curious about the top financial mistakes people make, and how to avoid them? Tune in to this episode of A Wiser Retirement® Podcast as Grace Kennedy, Financial Planning Associate, shares insi…

Are you curious abou…

Are you curious about the top financial mistakes people make, and how to avoid them? Tune in to this episode of A Wiser Retirement® Podcast as Grace Kennedy, Financial Planning Associate, shares insights on the most common financial pitfalls and how to steer clear of them.Related Podcast Episodes:- Ep 229: How do I avoid capital gains tax?Related YouTube Videos:- Common Mistakes to Avoid with Social Security Spousal BenefitsLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuabl…

Curious about where mortgage rates and home prices are headed in 2025? Tune in to this episode of A Wiser Retirement® Podcast as Tom Townsend, Realtor at Townsend Realty Group, recaps the 2024 housin…

Curious about where …

Curious about where mortgage rates and home prices are headed in 2025? Tune in to this episode of A Wiser Retirement® Podcast as Tom Townsend, Realtor at Townsend Realty Group, recaps the 2024 housing market and shares predictions and trends for 2025. We also discuss the state of the local market, inventory shortages, the cost of new construction, and tips for anyone planning to buy or sell a home this year.Related Podcast Episodes:- Ep 133: What Financial Planners Wish You Knew About Buying Your First HomeRelated YouTube Videos:-  Should I pay off my mortgage before retirement or invest? -�…