Rephonic
Artwork for A Wiser Retirement®

A Wiser Retirement®

Wiser Wealth Management
Financial Planning
Retirement Planning
Cryptocurrency
Estate Planning
Inflation
Tax Planning
Investment Strategies
Wealth Management
Bitcoin
Wiser Wealth Management
Social Security
Whiskey
Healthcare Costs
Retirement Contributions
Trusts
Budgeting
Health Insurance
Medicare
Ripple
Debt Management

Ready to take control of your financial future? A Wiser Retirement® Podcast breaks down the strategies, insights, and real-world lessons you need to build lasting wealth and retire with confidence.

Each week, we cut through the noise to simplify complex financial topics, covering everything from smart investing and retirement strategies to practical financial planning you can actually use. You’ll... more

PublishesWeeklyEpisodes341Founded6 years ago
Number of ListenersCategories
BusinessNewsBusiness NewsInvesting

Listen to this Podcast

Artwork for A Wiser Retirement®

Latest Episodes

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, ofte... more

YouTube

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... more

YouTube

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... more

YouTube

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,... more

YouTube

Key Facts

Accepts Sponsors
Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Similar Podcasts

People also subscribe to these shows.

Big Picture Retirement®
Big Picture Retirement®Devin Carroll, CFP® & John Ross, JD
Money Guy Show
Money Guy ShowBrian Preston and Bo Hanson
Stay Wealthy Retirement Podcast
Stay Wealthy Retirement PodcastTaylor Schulte, CFP®
Retirement Answer Man
Retirement Answer ManRoger Whitney, CFP®, CIMA®, RMA, CPWA®

Recent Guests

William Medcaf
financial advisor
Wiser Wealth Management
Episode: 339. How To Know If You Can Retire In Five Years? Without Guessing!
Arun Gupta
Estate Planning Attorney
Episode: 336. Owning Together: What Could Go Wrong?
Shana Therialt
Financial advisor
Wiser Wealth Management
Episode: 335. When Should You Take Over Your Parents' Finances?
Michaela Dowdy
Financial advisor
Wiser Wealth Management
Episode: 334. What is a Better Alternative to an Annuity?
Shana Theriault
Senior Financial Advisor
Wiser Wealth Management
Episode: 333. What If Social Security Disappeared?
Tom Townsend
Around Town Realtor, Tom Townsend Realty Group
Tom Townsend Realty Group
Episode: 332. The 2026 Housing Market: Trends, Changes, and What to Expect
Robert Shorthout
Founder of Teton Crypto Capital
Teton Crypto Capital
Episode: 331. Crypto, Retirement, and Taxes: What’s the Strategy?
Marty Paradise
Certified Business Coach of Paradise Business Coaching
Paradise Business Coaching
Episode: 330. How to Build a Business That Funds Your Life, Not Consumes It
Robert Swarthout
Founder and CEO of Teton Crypto Capital
Teton Crypto Capital
Episode: 326. Why Crypto Still Confuses Investors

Host

Casey Smith
Co-host and lead advisor at Wiser Wealth Management; often discusses investment strategies, retirement planning, and practical financial planning.

Reviews

4.8 out of 5 stars from 68 ratings
  • Annuities

    Really enjoyed this podcast. I did not think I wanted to hear about annuities, but I learned so much more. Looking forward to my introductory meeting with Casey 4-7-26

    Apple Podcasts
    5
    L21764321
    United States2 months ago
  • Great topics

    Great podcast topics with clear insights into financial planning and what to watch out for with market trends

    Apple Podcasts
    5
    OKMW13
    United States2 months ago
  • Fantastic Finance Podcast

    Casey and crew do such a fantastic job with this show! They consistently deliver practical, valuable information on finances, investing, and retirement, while keeping things lively and personable. Especially great for pilots!

    Apple Podcasts
    5
    PodRacer37
    United States3 months ago
  • Wonderful Podcast to Learn

    It is a great podcast to learn more about financial topics and to keep on top of the ever changing taxes, social security, and estate planning landscape. I would highly recommend the podcast to anyone who is wanting to learn more about finance.

    Apple Podcasts
    5
    YoungRoman
    United States3 months ago
  • Value +++

    From listening to this podcast over the last few months, I feel like I have received more value from Wiser than I have my current financial advisor in the last several years.

    Apple Podcasts
    5
    Nave Sirap
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Clear and practical financial guidance with a bias toward actionable retirement planning.
Listeners appreciate diverse topics and the approachable, non-jargon style.
Guests often bring credible expertise and practical advice; the show maintains accessible language along with solid financial fundamentals.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#161
Poland/Business/Investing

Talking Points

Recent interactions between the hosts and their guests.

335. When Should You Take Over Your Parents' Finances?
Q: How can families start the process without causing hard feelings?
Frame it as planning and support rather than implying loss of competence, involve a professional early, and set up meetings with the family and advisor to build trust.
335. When Should You Take Over Your Parents' Finances?
Q: What are essential documents to have in place?
Durable financial power of attorney, health care power of attorney, will or trust, beneficiary designations, and HIPAA authorization, all clearly titled and up-to-date.
335. When Should You Take Over Your Parents' Finances?
Q: When should you start the conversation about taking over a parent's finances?
As early as possible, ideally before cognitive issues appear, so you can plan with transparency, involve siblings, and set expectations rather than waiting for a crisis.
332. The 2026 Housing Market: Trends, Changes, and What to Expect
Q: What is something you believed strongly 10 years ago that you don't believe anymore?
He now believes that real estate success is about time in the market rather than trying to time the market, emphasizing long-term investing over quick flips.
332. The 2026 Housing Market: Trends, Changes, and What to Expect
Q: If you could travel to one place, where would you go and who would you take?
He would choose a river cruise through Europe with his wife and siblings-in-law, highlighting a personal priority for travel and shared experiences in retirement.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About A Wiser Retirement®

What is A Wiser Retirement® about and what kind of topics does it cover?

A practical finance show focused on retirement planning, investing, and family financial strategy. Episodes consistently cover topics such as estate planning, digital assets, tax planning, and protecting people from scams, while also diving into specialized areas like special needs planning, airline pilot finances, and early retirement considerations. The tone is approachable and actionable, often featuring guest experts who translate complex topics into clear steps listeners can implement, from power-of-attorney nuances to gift-worthy whiskeys for thoughtful giving. A notable strength is its blend of formal financial planning with real-world stories and timely market context, which helps listeners feel prepared to make smarter decisions ab... more

Where can I find podcast stats for A Wiser Retirement®?

Rephonic provides a wide range of podcast stats for A Wiser Retirement®. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to A Wiser Retirement® and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

How many listeners does A Wiser Retirement® get?

Rephonic provides a full set of podcast information for three million podcasts, including the number of listeners. View further listenership figures for A Wiser Retirement®, including podcast download numbers and subscriber numbers, so you can make better decisions about which podcasts to sponsor or be a guest on. You will need to upgrade your account to access this premium data.

What are the audience demographics for A Wiser Retirement®?

Rephonic provides comprehensive predictive audience data for A Wiser Retirement®, including gender skew, age, country, political leaning, income, professions, education level, and interests. You can access these listener demographics by upgrading your account.

How many subscribers and views does A Wiser Retirement® have?

To see how many followers or subscribers A Wiser Retirement® has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to A Wiser Retirement®?

These podcasts share a similar audience with A Wiser Retirement®:

1. The Rob Berger Show
2. Big Picture Retirement®
3. Money Guy Show
4. Stay Wealthy Retirement Podcast
5. Retirement Answer Man

How many episodes of A Wiser Retirement® are there?

A Wiser Retirement® launched 6 years ago and published 341 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact A Wiser Retirement®?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for A Wiser Retirement®?

Rephonic pulls ratings and reviews for A Wiser Retirement® from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

View all the reviews in one place instead of visiting each platform individually and use this information to decide if a show is worth pitching or not.

How do I access podcast episode transcripts for A Wiser Retirement®?

Rephonic provides full transcripts for episodes of A Wiser Retirement®. Search within each transcript for your keywords, whether they be topics, brands or people, and figure out if it's worth pitching as a guest or sponsor. You can even set-up alerts to get notified when your keywords are mentioned.

What guests have appeared on A Wiser Retirement®?

Recent guests on A Wiser Retirement® include:

1. William Medcaf
2. Arun Gupta
3. Shana Therialt
4. Michaela Dowdy
5. Shana Theriault
6. Tom Townsend
7. Robert Shorthout
8. Marty Paradise

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

Find and pitch the right podcasts

We help savvy brands, marketers and PR professionals to find the right podcasts for any topic or niche. Get the data and contacts you need to pitch podcasts at scale and turn listeners into customers.
Try it free for 7 days