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A Wiser Retirement®

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

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

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Artwork for A Wiser Retirement®

Latest Episodes

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,... more

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Annuities are often marketed as the safe, guaranteed, no-risk answer for retirement income. For many retirees, that promise can sound incredibly appealing, especially during volatile markets or uncertain economic times. But the reality is far more co... more

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More than 70 million Americans receive Social Security benefits every month. For millions of retirees, disabled workers, and surviving family members, that monthly check is a crucial part of their financial stability. But what would actually happen i... more

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Housing affects nearly every part of life, whether you rent, own, invest, or you’re just trying to keep up with rising costs. In this episode of A Wiser Retirement® Podcast, we sit down with Tom Townsend, REALTOR® of Tom Townsend Realty Group to brea... more

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Recent Guests

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
Arun Gupta
Estate planning attorney
Episode: 329. Digital Estate Planning: What Happens to Your Online Life?
Meaghan Timko
Founder of Parallel and Chief Operating Officer of Gradual Behavioral Health.
Parallel / Gradual Behavioral Health
Episode: 324. How Can We Build a Strong Future for Our Special Needs Child?
Robert Swarthout
Founder, CEO, Portfolio Manager of Teton Crypto Capital
Teton Crypto Capital
Episode: 296. Crypto Update: Big Beautiful Bill, GENIUS Act, & Crypto Company IPOs
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

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
  • 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 States3 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 States3 years ago
  • Great weekly listen

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

    Apple Podcasts
    5
    financialmama
    United States3 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.

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Talking Points

Recent interactions between the hosts and their guests.

330. How to Build a Business That Funds Your Life, Not Consumes It
Q: What's a money mistake you're really glad you made?
The guest reflects on selling Microsoft stock options and the value of taking calculated financial risks, followed by a humorous anecdote about a Mercedes Sprinter van purchase and embracing the practical benefits of mobile work access, like Starlink, which ultimately supported client accessibility.
324. How Can We Build a Strong Future for Our Special Needs Child?
Q: How do people get in contact with you?
You can get in touch with me through Parallel or through Gradual. My emails are megan@parallelintl.com or megan@gradualbh.com.
326. Why Crypto Still Confuses Investors
Q: What problems is crypto trying to solve?
Crypto allows people to interact without a middleman, enhancing trust and efficiency in transactions.
326. Why Crypto Still Confuses Investors
Q: What are the biggest mistakes people are making with crypto right now?
People are trying to time the market and often have a disproportionate allocation to crypto without understanding asset allocation principles.
317. Pilots Start Here
Q: What are the first three financial steps that pilots should take?
Pilots should aim to eliminate their debts, maximize their 401k contributions, and ensure their asset allocation is correct.

Audience Metrics

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

Listeners per Episode
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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?

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

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How many episodes of A Wiser Retirement® are there?

A Wiser Retirement® launched 6 years ago and published 335 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on A Wiser Retirement®?

Recent guests on A Wiser Retirement® include:

1. Robert Shorthout
2. Marty Paradise
3. Arun Gupta
4. Meaghan Timko
5. Robert Swarthout
6. Nancy Mercer
7. Paul Montaperto
8. Robert Schwartzout

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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