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Artwork for A Wiser Retirement®

A Wiser Retirement®

Wiser Wealth Management
Investment Strategies
Tax Planning
Estate Planning
401(k) Contributions
Tax Brackets
Investment Losses
Health Savings Accounts
Deferred Compensation Plans
Diversified Income Streams
Women In Finance
Financial Freedom
Financial Planning
Roth Accounts
Charitable Contributions
Wealth Management
Life Insurance
Retirement Planning
Financial Advisors
Georgia Tax Credits
Flexible Spending Accounts

From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom!A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, G... more

PublishesWeeklyEpisodes308Founded5 years ago
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Artwork for A Wiser Retirement®

Latest Episodes

In this episode of A Wiser Retirement® Podcast, Casey Smith, and Financial Advisor Michaela Dowdy dive into how retirement planning isn’t just about matching today’s income with today’s expenses. It’s about preparing for the future value of money.

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In this episode of the A Wiser Retirement® Podcast, Estate Planning Attorney Arun Gupta joins Shawna Theriault, CFP®, CPA, CDFA® to demystify trusts, what they are, who they’re for, and how 10 common trust types work in real life.

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In this episode of A Wiser Retirement® Podcast, Casey Smith is joined by Robert Swarthout, CEO and Portfolio Manager of Teton Crypto Capital. Together, they dive into the latest crypto news, from the launch of new ETFs to the growing influence of sta... more

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In this episode of A Wiser Retirement® Podcast, Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA®  is joined by Financial Advisor William Medcalf, CFP® to discuss the financial implications of moving across state lines, and how a change in ... more

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Recent Guests

Robert Swarthout
Founder, CEO, and portfolio manager at Teton Crypto Capital
Teton Crypto Capital
Episode: 301. Crypto Update: Clarity Act, GENIUS Act, and Stablecoins
Nancy Mercer
Assistant Dean and Director of MBA Marketing and Admissions
Berry College
Episode: 292. Is an MBA Worth the Investment?
Paul Montaperto
Owner of Family2Family Relocation and expert in real estate with a background in education.
Family2Family Relocation
Episode: 274. Buying a Home in the Best School District: What You Need to Know
Robert Schwartzout
Founder and CEO, Portfolio Manager of Teton Crypto Capital
Teton Crypto Capital
Episode: 270. Crypto Update: Meme Coin Resurgence, ByBit Hack & Crypto Taxation
Kyle Freiburger
Founder of First Class Leaders, focused on leadership training for pilots
First Class Leaders
Episode: 264. Shaping the Future of Aviation: Key Leadership Skills for Pilots

Hosts

Casey Smith
Host of a wealth management and retirement planning podcast, providing expert insights into financial strategies and market trends.
Shana Theriault
Co-host and expert in financial planning and retirement strategies, specializing in Social Security benefits and financial advice for families.
Rachel Dotson
Producer providing support for the content and production of the show, ensuring clear, educational, and valuable episodes for listeners.

Reviews

4.8 out of 5 stars from 61 ratings
  • 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 Statesa year ago
  • Great podcast for all investors!!

    Such a great podcast for anyone actively seeking out information in the real estate realm! Amazing guests with great insights. Thank you!

    Apple Podcasts
    5
    Tayasay
    United States2 years ago
  • Good Tips on a Variety of Financial Topics

    There is great diversity in the episode topics, which allows for a larger audience to take advantage of hearing ideas on how to, well, have a wiser environment. I enjoyed listening to the episode about charitable contributions and how to maximize those at the necessary times.

    Apple Podcasts
    5
    C2theN
    United States2 years ago
  • Sadness

    I’m so sad to know that there is a podcast advocating for Wall Street as the retirement preference. Stocks, bonds—401ks, IRAs,equity funds—they all benefit the big business and harm the individual. I believe the hosts want to help listeners, but I also believe the hosts make money off their investors and because of that they fail to see how Wall Street harms their clients.

    Apple Podcasts
    3
    Jodwriter
    United States2 years ago
  • Great weekly listen

    The Wiser team does a great job each week with relative content.

    Apple Podcasts
    5
    financialmama
    United States2 years ago

Listeners Say

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

Some listeners express concern over perceived biases towards traditional financial institutions and investment strategies.
Many find the discussions engaging and relevant to their personal financial situations, indicating a strong connection with the audience.
Listeners appreciate the informative nature of the content, often citing its educational value on financial and retirement topics.

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Talking Points

Recent interactions between the hosts and their guests.

306. Crypto in Your 401(k)? The Future of Retirement Investing
Q: What could go wrong with stable coins owning so much of US currency?
It could lead to mass sell-offs due to panic.
306. Crypto in Your 401(k)? The Future of Retirement Investing
Q: Do you find this to be like clearly different age buckets?
Yes, everyone under 30 was like, opt me in. But honestly, everyone under 30 was putting in like 500 bucks into the crypto side.
284. Fear, Greed, and the Markets: Mastering Emotional Investing (Part 1)
Q: What are some common emotional triggers that cause us to make irrational decisions?
Fear is a primary trigger, especially during market uncertainty, while greed can drive investors to make poor choices during market booms.
296. Crypto Update: Big Beautiful Bill, GENIUS Act, & Crypto Company IPOs
Q: How does the market structure bill affect the cryptocurrency landscape?
The bill will finalize who governs cryptocurrency and aims to define what constitutes a security, which can legitimize the industry and allow institutions to participate more actively.
296. Crypto Update: Big Beautiful Bill, GENIUS Act, & Crypto Company IPOs
Q: What's the big takeaway regarding the Genius Act?
The Genius Act provides basic legislative guidelines for stablecoins, detailing how they need to operate and what assets can back them.

Audience Metrics

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

Listeners per Episode
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Location
Interests
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Age Range
Household Income
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Frequently Asked Questions About A Wiser Retirement®

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

Focusing on financial planning strategies, investing insights, and retirement preparedness, the content explores a range of topics aimed at empowering listeners to navigate their financial journeys effectively. Noteworthy themes include cryptocurrency, social security, home buying considerations, and the importance of understanding tax implications related to investments. The hosts offer tangible advice backed by real-life anecdotes, making complex financial concepts accessible to both novice and experienced investors. Unique to this podcast is the collaborative approach of multiple hosts, each bringing their expertise, which enriches discussions and provides diverse perspectives on financial topics.

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

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How many listeners does A Wiser Retirement® get?

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What are the audience demographics for A Wiser Retirement®?

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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.

How many episodes of A Wiser Retirement® are there?

A Wiser Retirement® launched 5 years ago and published 308 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®?

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What guests have appeared on A Wiser Retirement®?

Recent guests on A Wiser Retirement® include:

1. Robert Swarthout
2. Nancy Mercer
3. Paul Montaperto
4. Robert Schwartzout
5. Kyle Freiburger

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.

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