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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…

Most people don’t actually have a financial plan, they have a scattered collection of accounts, insurance policies, and investments they’ve picked up over time. In this episode of A Wiser Retireme…

Most people don’t …

Most people don’t actually have a financial plan, they have a scattered collection of accounts, insurance policies, and investments they’ve picked up over time. In this episode of A Wiser Retirement® Podcast, we break down what financial planning actually looks like behind the scenes, and why so many people are missing it entirely.Related Podcast Episodes: Ep 327. What Tax Planning Strategies Should You Implement for 2026?Ep 224. Living in the Moment While Planning for the FutureRelated Financial Education Videos:Financial Planning Tips to Thrive in Your 40sWhat is flat fee financial pla…

Owning property with others, whether it’s a spouse, sibling, friend, or business partner, can seem like a smart financial move. It can reduce costs, create investment opportunities, and simplify cer…

Owning property with…

Owning property with others, whether it’s a spouse, sibling, friend, or business partner, can seem like a smart financial move. It can reduce costs, create investment opportunities, and simplify certain aspects of ownership. But without proper planning, it can also lead to serious financial and legal complications.In this episode of the A Wiser Retirement® Podcast,  Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta break down the most common pitfalls of joint ownership and how to avoid them.Related Podcast Episodes: Ep 314. The Simple Estate Planning Error That…

There is a moment many families are not prepared for: when the roles begin to shift. One day, your parents are helping you make big financial decisions, and the next, you are wondering whether they ne…

There is a moment ma…

There is a moment many families are not prepared for: when the roles begin to shift. One day, your parents are helping you make big financial decisions, and the next, you are wondering whether they need help managing their own Money. It is emotional, uncomfortable, and deeply personal, but it is also one of the most important conversations a Family can have. In this episode of A Wiser Retirement® Podcast, we unpack one of the hardest financial questions families face: when should you take over your parents’ finances?Related Podcast Episodes: Ep 313. How Can You Help Your Parents Plan Finan…