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Over the next two decades, an estimated $124 trillion is expected to pass from one generation to the next. For many people, receiving an inheritance can feel overwhelming. The first challenge usually …

Over the next two de…

Over the next two decades, an estimated $124 trillion is expected to pass from one generation to the next. For many people, receiving an inheritance can feel overwhelming. The first challenge usually is not deciding how to invest the Money. It is knowing what to do next.In this episode of A Wiser Retirement® Podcast, we discuss the first steps to take after receiving an inheritance, the common mistakes to avoid, and why it is important to pause before making major financial decisions. An inheritance often comes during a difficult season of Grief, Family responsibility, and emotional decision-…

When people hear the phrase “generational wealth,” they often picture trust funds, family empires, and names like Rockefeller or Kennedy. Real generational wealth is not just about leaving behind …

When people hear the…

When people hear the phrase “generational wealth,” they often picture trust funds, family empires, and names like Rockefeller or Kennedy. Real generational wealth is not just about leaving behind a large account balance. It is about passing down values, habits, opportunities, work ethic, and a clear understanding of how money can support a meaningful life.In this episode of A Wiser Retirement® Podcast, we discuss what it really takes to build generational wealth. The conversation goes beyond dollars and investments, focusing instead on how families can prepare the next generation to handl…

Most people track their spending, monitor their investments, and think carefully about where their money goes. But how often do they apply the same level of attention to their time?In this episode of …

Most people track th…

Most people track their spending, monitor their investments, and think carefully about where their money goes. But how often do they apply the same level of attention to their time?In this episode of A Wiser Retirement® Podcast, Casey Smith sits down with time management expert Megan Sumrell, Founder and CEO of The Pink Bee, to discuss why so many people feel overwhelmed and what they can do to take back control of their time.Related Podcast Episodes: Ep 184. What It’s Like Traveling Full-Time in Retirement with the Retirement TravelersEp 249. How Smart Financial Planning Led to Living on …

For an estate plan to work in real life, your legal documents, account titles, beneficiary designations, tax strategy, and broader financial plan all need to align. That is why coordination between yo…

For an estate plan t…

For an estate plan to work in real life, your legal documents, account titles, beneficiary designations, tax strategy, and broader financial plan all need to align. That is why coordination between your estate planning attorney, CPA, and financial advisor matters.In this episode of the A Wiser Retirement® Podcast, Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA® sits down with Estate Planning Attorney Arun Gupta of AG Law, and Jordan Gary, CPA of Jones & Kolb to talk about why estate planning isn't a solo effort, and what happens when your professional team actually work…

You weren't worried about your portfolio at breakfast. Then you check your phone and see recession warnings, tariff headlines, Federal Reserve predictions, and market Experts declaring that "this…

You weren't wor…

You weren't worried about your portfolio at breakfast. Then you check your phone and see recession warnings, tariff headlines, Federal Reserve predictions, and market experts declaring that "this time is different."In this episode of A Wiser Retirement® Podcast, we discuss why reacting to headlines can lead investors away from their long-term financial goals. Drawing on decades of experience through events like the 2008 Financial Crisis, the COVID-19 market downturn, and the inflation-driven volatility of 2022, we explain why discipline, planning, and perspective often matter more than p…

Crypto is often associated with speculation, volatility, and investors trying to pick the next big token. However, the digital asset space continues to evolve beyond that narrative.In this episode of …

Crypto is often asso…

Crypto is often associated with speculation, volatility, and investors trying to pick the next big token. However, the digital asset space continues to evolve beyond that narrative.In this episode of A Wiser Retirement® Podcast, Casey Smith speaks with Robert Swarthout, owner and founder of Teton Crypto Capital, about how blockchain Technology, digital assets, and crypto-related companies are being used in real-world applications today.Related Podcast Episodes: Ep 326. Why Crypto Still Confuses InvestorsEp 306. Crypto in Your 401(k)? The Future of Retirement InvestingEp 301. Crypto Update: C…

Earning a high income can create opportunities, but it does not automatically translate into long-term wealth. Many professionals, executives, and business owners fall into financial habits that quiet…

Earning a high incom…

Earning a high income can create opportunities, but it does not automatically translate into long-term wealth. Many professionals, executives, and business owners fall into financial habits that quietly limit their ability to build lasting Financial Independence. In this episode of A Wiser Retirement® Podcast, we discuss five common investment pitfalls high earners should avoid and how intentional planning can create more flexibility and Clarity for the future.Related Podcast Episodes: Ep 268. Top Financial Mistakes and How to Avoid ThemEp 278. Avoid These Common Mistakes After Receiving a …

Confidence is often viewed as a strength, especially when it comes to building a career, running a business, or making investment decisions. But when it comes to Retirement Planning and long-term weal…

Confidence is often …

Confidence is often viewed as a strength, especially when it comes to building a career, running a business, or making investment decisions. But when it comes to retirement planning and long-term wealth management, overconfidence can create blind spots that lead to costly financial mistakes.In this episode of A Wiser Retirement® Podcast, we explore the mindset traps that often affect high earners and successful professionals, and how those assumptions can quietly influence long-term financial outcomes.Related Podcast Episodes: Ep 181. 5 Common Financial Myths DebunkedEp 287. The Financial $t…

Losing a loved one is emotional enough without having to navigate legal paperwork, financial accounts, and estate settlement decisions at the same time. Yet for many families, those responsibilities b…

Losing a loved one i…

Losing a loved one is emotional enough without having to navigate legal paperwork, financial accounts, and estate settlement decisions at the same time. Yet for many families, those responsibilities begin almost immediately after a death occurs, often without clear guidance or preparation.In this episode of the A Wiser Retirement® Podcast,  Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta, discuss what really happens after someone dies, common estate planning mistakes, and how families can avoid unnecessary Stress, delays, and expenses.Related Podcast Episodes: …

Celebrating 25 years in business offers a rare perspective, one shaped by market booms, financial crises, industry shifts, and, most importantly, real client experiences. In this episode of A Wiser Re…

Celebrating 25 years…

Celebrating 25 years in business offers a rare perspective, one shaped by market booms, financial crises, industry shifts, and, most importantly, real client experiences. In this episode of A Wiser Retirement® Podcast, founder Casey Smith reflects on the journey from a startup firm to a comprehensive financial planning powerhouse, sharing the lessons learned and what the future holds.Related Podcast Episodes: Ep 241. The Heart and History of Wiser Wealth Management with President, Casey SmithEp 300. Built to Last: The History and Future of Wiser Wealth ManagementRelated Financial Education V…

About 70% of Americans feel confident about retiring, but most don’t actually have a plan. Confidence without clarity isn’t confidence at all, it’s hope. In this episode of the A Wiser Retiremen…

About 70% of America…

About 70% of Americans feel confident about retiring, but most don’t actually have a plan. Confidence without clarity isn’t confidence at all, it’s hope. In this episode of the A Wiser Retirement® Podcast, we break down how to turn uncertainty into a structured, testable retirement plan, especially if you’re within five years of retiring.Related Podcast Episodes: Ep 308. The Silent Tax: How Inflation Erodes Your RetirementEp 276. How to Make Sure You're Ready for RetirementEp 259. What Pilots (& Others) Should Consider 5 Years Before Mandatory RetirementRelated Financial Edu…

Passive income is one of the most talked-about wealth-building strategies today, but it’s also one of the most misunderstood. From rental properties to online side hustles, many income streams label…

Passive income is on…

Passive income is one of the most talked-about wealth-building strategies today, but it’s also one of the most misunderstood. From rental properties to online side hustles, many income streams labeled “passive” actually require far more time, effort, and involvement than people expect.In this episode of the A Wiser Retirement® Podcast,  we take a closer look at the reality behind passive income, breaking down the myths, the misconceptions, and what it actually takes to build income that works for you.Related Podcast Episodes: Ep 240. The Benefits of Diversified Income StreamsEp 239. H…