Best Wiser Wealth Management Podcasts (2024)

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238. Is Instant Gratification Ruining Your Financial Goals? 36:13

1d ago36:13

36:13

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…

1
237. Estate Planning for Crypto Assets 34:45

6d ago34:45

34:45

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 Fou…

1
Can I Retire with $1M at Age 60? 19:28

8d ago19:28

19:28

Can you retire with $1M at age 60? Tune in to Episode #31 as host Joe Allaria, CFP®, discusses the different factors that impact the answer, including your retirement expenses, other income, Social Security, and more. If you enjoyed this episode, make sure to check out our latest podcast on How to Retire Early Using Phases Submit Your Questions To …

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236. Be Your Own Bank with Life Insurance - Is this legit? 40:07

8d ago40:07

40:07

On this episode of A Wiser Retirement® Podcast, we talk about using life insurance to be your own bank with Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®. We discuss what happens if you rely solely on life insurance for wealth-building and stress the importance of having a diversified financial plan. Podcast Episodes Referenced: - Ep 214: What…

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235. Investing in Index Funds: Benefits and Strategies 39:40

15d ago39:40

39:40

On this episode of A Wiser Retirement® Podcast, we discuss investing in index funds with Casey Smith and Andrew Pratt, CFA, CBDA. We talk about the importance of long-term investing, the different types of ETFs, and the benefits of dollar cost averaging over lump-sum investing. Podcast Episodes Referenced: - Ep 208: How Direct Indexing Benefits Hig…

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234. Pilots, Maximize Your 401(k) Contributions! 46:32

24d ago46:32

46:32

Are you maximizing the full potential of your 401k as a pilot? On this episode of A Wiser Retirement® Podcast, Casey Smith and Missie Beach, CFP®, CDFA® talk about why airline pilots should maximize their 401(k) contributions. They explore the complexities and risks of real estate investments, superfunding your 401k, and tax benefits to keep in min…

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233. How Second Marriages and Blended Families Impact Estate Planning 35:26

29d ago35:26

35:26

On this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Shawna Theriault, CFP®, CPA, CDFA® to talk about how second marriages and blended families impact estate planning. They also discuss how to safeguard your family's future, avoiding probate pitfalls, and the often-overlooked risk of unintentionally disinheriting children from a…

1
How to Retire Early Using Phases 19:05

1M ago19:05

19:05

Do you want to retire now and gain more freedom sooner? The answer could be yes, but the path to achieving it might differ from what you imagine. In episode #30 of the Retirement Power Hour, Joe Allaria, CFP®, and Mark Allaria, CFP®, sit down and discuss ways you can retire early using phases. Many people envision retirement as abruptly shifting fr…

1
232. Is the backdoor Roth IRA strategy right for you? 32:58

1M ago32:58

32:58

High-income earners, are you looking for a way to maximize your retirement savings even if you exceed the income limits for a Roth IRA? On this episode of A Wiser Retirement® Podcast, Missie Beach, CFP®, CDFA® and Shawna Theriault, CFP®, CPA, CDFA® walk you through backdoor Roth IRAs, how to execute it step-by-step, and why early career planning is…

1
231. The State of RIA Crypto Education, ETH ETFs, and the Memecoin Frenzy 35:43

1M ago35:43

35:43

Is your financial advisor ready for the crypto revolution? On this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They discuss the state of RIA crypto education, Crypto Super PACs, ETH ETFs, and the memecoin frenzy. Related Podcast Episodes: - Ep 226: S…

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230. What Can and Can't be Included in a Prenup 45:46

2M ago45:46

45:46

In this episode of A Wiser Retirement®, Casey Smith and Missie Beach, CFP®, CDFA®, talk with Leslie O'Neal, a Family Law Attorney and Partner at O'Dell and O'Neal in Marietta, GA. They discuss why prenups are important for everyone, especially in second marriages, and how they act as practical life planning tools like insurance. The conversation co…

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229. How do I avoid capital gains tax? 34:56

2M ago34:56

34:56

On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA® discuss various methods to minimize capital gains taxes, especially during retirement. Key strategies include gifting appreciated assets to charities, 1031 exchanges, and converting IRAs to Roth accounts during specific timeframes. Proper education an…

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228. How to Choose the Right Franchise with Jon Ostenson 34:17

2M ago34:17

34:17

Unlock the secrets to successful franchising with our special guest, Jon Ostenson, CEO of FranBridge Consulting and former president of Shelf Genie. Jon joins Casey Smith on the episode and shares his journey from the corporate world to franchising. He reveals the untapped potential of non-food franchises, which often boast lower startup costs and …

1
227. I’ve inherited $200k, what should I do? 30:59

2M ago30:59

30:59

Can inheriting money truly change your life for the better, or could it create unforeseen financial pitfalls? On this episode of A Wiser Retirement® Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Shawna Theriault, CFP®, CPA, CDFA® talk about what to do if you inherit $200k. Related Podcast Episodes: - Ep 171: I've inherited money, now what? -…

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226. SWIFT Plans to Launch CBDC, Binance Founder CZ Sentenced, & Ethereum ETF News 39:53

2M ago39:53

39:53

On this episode of A Wiser Retirement®, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They discuss how SWIFT plans to launch a CBDC, Binance founder CZ sentenced, and give an Ethereum ETF update. Related Podcast Episodes: - Ep 216: What are alternative investments? Should you be invested in …

1
225. Will the 2024 presidential election influence the stock market? 32:39

2M ago32:39

32:39

Will the 2024 Presidential election influence the stock market? On this episode of A Wiser Retirement®, Casey Smith is joined by Andrew Pratt, CFA, CBDA, to talk about how the S&P 500 performs depending on which party is in office and how the market performs with a divided Congress. They also compare stats on how the market performed when Trump and…

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Jayson Gaddis: Founder of The Relationship School 1:13:43

3M ago1:13:43

1:13:43

Please welcome Jayson Gaddis to the show, he is — well — a lot of things. He's a father, an entrepreneur, an artist, an author, a public speaker, a human behavior specialist, and most importantly, he's a relationship expert. He's the author of Getting to Zero: How to Work Through Conflict in Your High-Stakes Relationships and is also the founder of…

1
224. Living in the Moment While Planning for the Future 33:17

3M ago33:17

33:17

It's often tricky to find the balance between living in the moment and planning for the future. On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy talk about instant vs delayed gratification, goal-setting tips, and lifestyle perceptions of the wealthy. Podcast Episodes Referenced: - Ep 219: Do you hav…

1
Ryan Coisson: Building Wealth and Managing Risk 1:34:01

3M ago1:34:01

1:34:01

Please welcome Ryan Coisson, whom I've known for more than 10 years, to the show. He's a digital business owner, content marketer, outdoor adventurer, and finance whiz. Ryan is a pro at creating high-level processes, including planning and building specific — and I mean very, very specific — actionable steps to achieve the goals around those financ…

1
223. Should you buy a house in 2024? 33:33

3M ago33:33

33:33

Is 2024 a good time to purchase a new home? On this episode of A Wiser Retirement™, Casey Smith is joined by realtor, Tom Townsend from Townsend Realty Group. They talk about what's going on in the housing market, what to know about buying a house in 2024, interest rates, upcoming changes to realtor commissions, and investing in a second home. Podc…

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Reduce Taxes with Charitable Giving 16:50

3M ago16:50

16:50

Are you tired of donating cash to charities and missing out on potential tax savings? In this episode of the Retirement Power Hour, Joe Allaria, CFP®, provides four different ways, including Gifting Appreciated Shares, Qualified Charitable Distributions (QCDs), Bunching Donations Into One Year, and Mega-Bunching with Donor Advised Funds, that you c…

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222. When should I claim Social Security if I don’t need it? 29:09

3M ago29:09

29:09

When should I claim Social Security if I don't need it? On this episode of A Wiser Retirement™, Casey Smith and Missie Beach, CFP®, CDFA® talk about the best age to claim Social Security, different strategies for claiming it, and the optimal time to take it if you don't necessarily need it. Related Podcast Episodes: - Ep 109: Common Social Security…

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221. How to Prioritize Financial Goals 33:56

3M ago33:56

33:56

On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy discuss how to prioritize financial goals. They encourage people to set SMART goals, explain leading and lagging indicators, and how to focus on daily priorities. Related Podcast Episodes: - Ep 200: Setting and Achieving Financial Goals in the New Yea…

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220. Is Bitcoin more than digital gold? 33:43

4M ago33:43

33:43

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They talk about whether Bitcoin is more than digital gold, give an update on the SEC vs Ripple case, explain Bitcoin halving, and mention that the IRS issued a draft for the new 1099-DA. Related Pod…

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219. Do you have a wealth preservation plan? 41:00

4M ago41:00

41:00

On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to discuss wealth preservation plans and various asset protection strategies. Wealth preservation is more than just preparing for retirement; it involves a strategic approach to safeguarding your assets for future generations while maintaining a comfortable …

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218. Budgeting Tips for Pilots with a Variable Income 37:51

4M ago37:51

37:51

On this episode of A Wiser Retirement™, Casey Smith is joined by guests, Justin and Jennifer Place. Justin and Jennifer are both Pilots at a major airline. They discuss what it was like starting at regional airlines and how to make it to the majors, different career paths for pilots, variable income budgeting tips, emergency funds, airline 401k pla…

1
The Stock Market During an Election Year with Guest Jake DeKinder 22:47

4M ago22:47

22:47

The 2024 presidential election has caused many investors to wonder if they should be doing anything differently. Is it safe to stay invested in stocks and bonds during this time, or should investors move their money to the sidelines until later this year? In Episode #28 of the Retirement Power Hour, Joe Allaria, CFP®, talks with Jake DeKinder, Head…

1
Martin Krung: DeFi Innovation at Curve Finance 1:09:47

4M ago1:09:47

1:09:47

I dive into the world of decentralized finance with Martin Krung, a prominent figure in the crypto space and a key contributor to Curve Finance. Martin has been an active participant in the crypto community for over a decade, focusing on innovative solutions and technological advancements. As a full-stack developer with a background in art software…

1
217. What are the best and worst states to retire to? 36:24

4M ago36:24

36:24

Have you thought about moving to a new state when you retire? On this episode of A Wiser Retirement™, Casey Smith is joined by Michaela Dowdy to talk about the 5 best and worst states to retire to. The states on the list might surprise you! Podcast Episodes Referenced: - Ep 184: What It’s Like Traveling Full-Time in Retirement with the Retirement T…

1
Demian Voorhagen: Strategic Entrepreneurial Growth 1:07:08

4M ago1:07:08

1:07:08

I'm happy to have Demian Voorhagen with me, a name synonymous with scaling tech companies and driving substantial growth. Born and raised in Amsterdam, Demian's journey from exploring the realms of management, economics, and law, to becoming a pivotal figure in the startup and scale-up scene, is nothing short of inspiring. As someone deeply interes…

1
216. What are alternative investments? Should you be invested in them? 53:45

4M ago53:45

53:45

On this episode of A Wiser Retirement™, Casey Smith is joined by Andrew Pratt and Robert Swarthout. Andrew is the Investment Manager at Wiser and Robert is the Founder, CEO, and Portfolio Manager of Teton Crypto Capital. They talk about Andrew’s new CBDA designation, crypto volatility, Bitcoin ETF holdings, and alternative investments. Podcast Epis…

1
215. Happy Financial Literacy Month! 44:34

5M ago44:34

44:34

Happy Financial Literacy Month! On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, and Michaela Dowdy to talk about why it's important to be financially literate. At its core, financial literacy empowers and equips individuals with the knowledge and skills needed to make informed financial decisions. How fin…

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Vin Armani: A Tale of Tech, Liberty, and Legacy 2:27:21

5M ago2:27:21

2:27:21

Please welcome Vin Armani, also known as Cyprian, a man of many lives and many talents. Originally from Southern California, Vin first made a name for himself as the star of Showtime's "Gigolos" TV series which chronicled his life as a sought-after gigolo in Las Vegas. By day he's been a professional Bitcoin developer since 2014. He's an author, a …

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Cybersecurity: How to Stay Secure Online 20:29

5M ago20:29

20:29

In Episode #27 of the Retirement Power Hour, Joe Allaria, CFP®, talks about various ways you can protect yourself online from cybersecurity attacks, phishing attempts, and other forms of attempted fraud. Resources Mentioned on the Show: As Nationwide Fraud Looses Top $10 Billion in 2023 Identity Theft: 15 Ways to Protect Against Cyber Attacks If yo…

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214. What is disability insurance and do I need it? 45:10

5M ago45:10

45:10

On this episode of A Wiser Retirement™, Casey Smith is joined by Randy Hargett and Kyle Conroy. Randy is a Long Term Care Specialist at Capstone LTC Advisors and Kyle is a Managing Partner at Disability Insurance Services. They discuss what disability insurance is and how to determine if you need it. Podcast Episodes Referenced: - Ep 212: Medical C…

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213. How do I terminate a relationship with my financial advisor? 30:57

5M ago30:57

30:57

On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to talk about how to terminate a relationship with your financial advisor. They discuss common reasons people part ways with financial advisors, understanding any terms related to termination, tips for communicating the decision to your advisor, and how to m…

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212. Medical Costs During Retirement and Preparing for the Unexpected 40:50

5M ago40:50

40:50

On this episode of A Wiser Retirement™, Casey Smith is joined by Logan Steele from Steele Choice Insurance to talk about medical costs during retirement and preparing for the unexpected. They go over Medicare, long-term care, healthcare costs, Medigap, and traveling overseas for medical procedures. Related Podcasts: - Ep 179: Long-Term Care Insuran…

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No Offence, But... by Gina Martin 44:09

5M ago44:09

44:09

How to have difficult conversations, for meaningful change. We break down Gina Martin's book addressing how to navigate some of the worst conversation-stoppers and poor thinking in our culture today. It also features chapters from other widely recognized speakers on the topics of equality and diversity. Labeled as "An empowering guide to navigating…

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211. Crypto and Technology Update 33:47

5M ago33:47

33:47

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Robert Swarthout, to talk about their concerns over AI platforms like ChatGPT and Google's Gemini, the ongoing bankruptcy proceedings for FTX, the potential for Ethereum to receive an ETF, as well as the potential implications of Bitcoin reaching a million dollars. Podcast Epi…

1
210. How can I set my child up for financial success? 45:44

5M ago45:44

45:44

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Missie Beach, CFP®, CDFA®, Senior Financial Advisor, and Michaela Dowdy, Financial Planning Associate, to talk about strategies for educating your children on money management, credit, investing, and saving to pave the way for their financial success. Podcast Episodes Referenc…

1
Social Security: Will I Get It? 17:52

6M ago17:52

17:52

In 10 years will you be able to rely on Social Security to be there for you? In episode 26 of the Retirement Power Hour, Joe Allaria, CFP ®, talks about if Social Security is going to pay out benefits in the future and a six-part plan on how to fix Social Security. To learn more on this topic, take a look at our article on Social Security: Will I G…

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209. Alimony vs Child Support: What are the differences? 53:40

6M ago53:40

53:40

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Missie Beach, CFP®, CDFA® are joined by guest, Leslie O'Neal, Family Law Attorney. They talk about the differences between alimony and child support, the factors that determine alimony, different types of alimony, and why alimony is not as common anymore. Podcast Episodes Referenced: -…

1
Guy Smith: Founder of the Gun Facts Project 1:28:18

6M ago1:28:18

1:28:18

Please welcome Guy Smith, a 25-year gun control policy researcher and the founder of the Gun Facts Project. He's also the author of "Guns and Control", has appeared on Fox News, AlJazeera America, and is a frequent talk radio and podcast guest where he shares his team's learnings from conducting data-based investigations into criminology, public sa…

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208. How Direct Indexing Benefits High Net Worth Individuals 32:26

6M ago32:26

32:26

On this episode of A Wiser Retirement™ Podcast, Casey Smith is joined by Andrew Pratt to talk about what direct indexing is, the pros and cons, and how it benefits high-net-worth individuals. Listen to this episode to see if Direct Indexing is the right strategy for you! Podcast Episodes Referenced: - Ep 175: Passing Down Generational Wealth - Ep 1…

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Wiser Wealth Management Podcasts

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