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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…

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…

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…

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…

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 …

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…

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…

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…

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…

Achieving early retirement and long-term financial Security requires a strategic approach that includes saving aggressively, living below your means, and creating multiple income streams. Join us on t…

Achieving early reti…

Achieving early retirement and long-term financial security requires a strategic approach that includes saving aggressively, living below your means, and creating multiple income streams. Join us on this episode of A Wiser Retirement® Podcast as we talk about different strategies for early retirement and long-term security. Along with financial tactics, we also highlight the importance of maintaining good health, eliminating debt, and setting clear, actionable financial goals.Related Podcast Episodes:- Ep 159: Steps You Can Take to Retire EarlyRelated YouTube Videos:- How will retiring early …

Managing a loved one's estate can be overwhelming. How do you ensure you're not missing critical steps? Join us on this episode of A Wiser Retirement® Podcast as we walk you through the fin…

Managing a loved one…

Managing a loved one's estate can be overwhelming. How do you ensure you're not missing critical steps? Join us on this episode of A Wiser Retirement® Podcast as we walk you through the financial steps to take after the loss of a loved one. We also Stress the importance of preparing your own affairs to spare future generations the hassle and potential legal headaches.Related Podcast Episodes:- Ep 146: The Power of Life Insurance to Meet Your Family’s Goals- Ep 233: How Second Marriages and Blended Families Impact Estate PlanningRelated YouTube Videos:- New 2024 Rules for Transfer …

Is a market correction on the horizon? In this episode of the A Wiser Retirement® Podcast, we discuss key strategies for investing during an election year. We explore the stock market's average …

Is a market correcti…

Is a market correction on the horizon? In this episode of the A Wiser Retirement® Podcast, we discuss key strategies for investing during an election year. We explore the stock market's average rise during election years, emphasizing the value of long-term investment strategies and avoiding market timing. We also cover the importance of having a cash reserve for downturns, rebalancing portfolios during sell-offs, and staying invested through political cycles.Related Podcast Episodes:- Ep 182: Investing for the Long Haul: Creating a Retirement-Focused Investment Strategy- Ep 225: Will the…

Can financial knowledge and independence unlock a better future for women? In this episode of A Wiser Retirement® Podcast, we explore essential steps women can take to control their financial destini…

Can financial knowle…

Can financial knowledge and independence unlock a better future for women? In this episode of A Wiser Retirement® Podcast, we explore essential steps women can take to control their financial destinies. We address challenges faced by divorced women and widows, offering practical advice on making smart investment decisions instead of relying on low-yield accounts. Discover why it’s crucial for women to be actively involved in family finances and how finding a trusted financial advisor can make all the difference. We also highlight the importance of estate planning, with tips on creating a wi…

Wiser Wealth Management was founded with a clear mission: to do the right thing and make a positive impact on people’s lives. Michaela Dowdy interviews Casey Smith about the history behind Wiser Wea…

Wiser Wealth Managem…

Wiser Wealth Management was founded with a clear mission: to do the right thing and make a positive impact on people’s lives. Michaela Dowdy interviews Casey Smith about the history behind Wiser Wealth Management, giving listeners a chance to get to know him better. Casey shares his journey from aspiring mutual fund manager to becoming an airline pilot to founding Wiser. They discuss the importance of trust, client Relationships, and long-term financial planning.Podcast Episode Referenced:- Ep 221: How to Prioritize Financial GoalsYouTube Videos Referenced:- What is flat fee financial planni…

Ever wondered how diversified income streams can shape your financial future? In this episode, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, dive into the significance of diversified income st…

Ever wondered how di…

Ever wondered how diversified income streams can shape your financial future? In this episode, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, dive into the significance of diversified income streams, from Real Estate and dividend-paying stocks to balancing primary and side jobs. They emphasize the importance of passion in side hustles and business ventures, and clarify tax considerations, including the reality of higher taxes being a sign of success. Podcast Episode Referenced:- Ep 221: How to Prioritize Financial GoalsYouTube Videos Referenced:- Does inheritance count as income?- Pros …

On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, explore strategies for reducing taxable income, such as deferred compensation plans, retirement c…

On this episode of A…

On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, explore strategies for reducing taxable income, such as deferred compensation plans, retirement contributions, and tax-loss harvesting. They highlight the importance of understanding the tax implications of various investments and caution against risky practices like creative accounting or intentional losses.Podcast Episodes Referenced:- Ep 229: How do I avoid capital gains tax?  YouTube Videos Referenced:- Can a donor-advised fund reduce taxable income?- How to Reduce Taxable Income as a Bu…

Is instant gratification ruining your financial goals? On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA® discuss the importance of staying committed…

Is instant gratifica…

Is instant gratification ruining your financial goals? On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA® discuss the importance of staying committed to long-term financial goals, resisting the allure of immediate gratification, and harnessing the powerful effects of early saving and compounding. They also delve into the importance of passing on sound financial habits to future generations, emphasizing the role of financial planning in building and preserving a financial Legacy.Podcast Episodes Referenced:- Ep 221: How to Prioritize Financial …

On this episode of A Wiser Retirement® Podcast, we talk about estate planning for crypto assets, the recent launch of eight Ethereum ETFs, the future of Bitcoin and SAB121 with Casey Smith and Robert…

On this episode of A…

On this episode of A Wiser Retirement® Podcast, we talk about estate planning for crypto assets, the recent launch of eight Ethereum ETFs, the future of Bitcoin and SAB121 with Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. Podcast Episodes Referenced: - Ep 226: SWIFT Plans to Launch CBDC, Binance Founder CZ Sentenced, & Ethereum ETF News- Ep 231: The State of RIA Crypto Education, ETH ETFs, and the Memecoin FrenzyLearn More about Wiser Wealth Management:- Our website - Click here to schedule a complimentary consultation with one of our fina…