On this episode of A Wiser Retirement™ Podcast, Casey Smith, and guest Logan Steele, discuss preparation for medicare enrollment, and the different options for Medicare coverage. Podcast Episodes Referenced:- Ep 111: Differences between Medicare A, B, D, Medigap, and Advantage- Ep 110: How Does Healthcare Work in Retirement?YouTube Videos Referenced:- What is IRMAA? - How does Medicare work?Other Links:Steele Choice InsuranceLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, talk about investing through times of fear. They also discuss 37 different reasons people often fear investing in the stock market, but shouldn't.Podcast Episodes Referenced:- Ep 53: Invest Now, In this Market?- Ep 91: Is Your Behavior Affecting Your Portfolio?YouTube Videos Referenced:- How to be a Long Term Investor- What is the Number One Rule in Investing?Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement™ Podcast, Casey Smith, Missie Beach, CFP®, CDFA®, discuss divorce, all the financial hardships that come with it, and how to work around them. Podcast Episodes Referenced:- Ep 46: Financial Terms Everyone Should Know- Ep 69: Achieve Financial Success in RetirementYouTube Videos Referenced:- Tips for Sticking to Your Financial Goals- Stay Invested Long-Term- Should I hire a financial advisor or DIY? Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and guest Jordan Sute, CPA, give a quick market update. They also talk about 10 tax planning strategies for high-net-worth individuals. Podcast Episodes Referenced:-  Ep 127: The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It- Ep 81: What is tax loss harvesting?YouTube Videos to Reference:- Does inheritance count as income?- Asset Protection for High Net WorthLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this special crypto episode of The Wiser Retirement™ Podcast, Casey Smith and Robert Swarthout talk about how cryptocurrency is not going anywhere and is here to stay, crypto proof of work, staking, and news in the crypto market. Robert is the Founder, CEO, and Portfolio manager of Teton Crypto Capital. He will be joining Casey once a month for a special crypto episode.Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement™ Podcast, Casey Smith, and Brad Lyons, CFP®, discuss if tax-loss harvesting can improve your investing returns. They talk about how this strategy can help investors use market value losses of securities to offset gains and remain invested with a diversified portfolio. Podcast Episodes Referenced:-  Ep 81: What is Tax Loss Harvesting?-  Ep 83: Commonly Missed Tax Deductions for Business Owners-  Ep 87: Strategies to Grow and Protect Your PortfolioYouTube Videos to Reference:-  5 Tax-Efficient Withdrawal Strategies-  What is the Number One Rule in Investing?Other Links:- Big Green Egg HandlesLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® talk about some of the reasons for high inflation, and how to inflation-proof your retirement portfolio.Podcast Episodes Referenced:- Ep 45: Inflation Protecting Your Portfolio- Ep 101: What is Portfolio Diversification?YouTube Videos to Reference:- Protecting Your Portfolio During a Market DownturnLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® discuss Chat GPT and how AI could eventually be used in the financial services industry. They also go over different strategies for managing risk in your portfolio.Podcast Episodes Referenced:- Ep 101: What is portfolio diversification?- Ep 100: Performance Benchmarks for your Portfolio- Ep 91: Is your behavior affecting your portfolio?YouTube Video Referenced: - Protecting Your Portfolio During a Market DownturnLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement™ Podcast, Casey Smith, Brad Lyons, CFP®, and guest Jordan Sute, CPA, give an update on what's going on in the market. They also discuss early retirement and rule 72t. They also cover different ways you can avoid tax penalties if you are hoping to retire early. Podcast Episodes Referenced: - Ep 115: What could happen if you don’t prepare for retirement- Ep 103: Your pre-retirement checklistYouTube Videos to Reference: - Changes to the 72t Interest Rates- What is the Rule of 72t and Rule of 55?- 3 Tips to Retire EarlyOther Links: - https://sutecpa.com/Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith, and Randy Hargett, CLTC, discuss the importance of life insurance to make sure your family's needs are covered.Podcast Episodes Referenced:- Ep 23: Life Insurance with Randy Hargett- Ep 126: How can insurance protect your wealth?Youtube Videos Referenced:- Long Term Care Insurance Explained- What is umbrella Insurance?Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith is joined by guest Doug Butler to discuss why estate planning is so important when planning for your future. They also go over what an estate plan consists of, and what can go wrong if you don't have one. Podcast Episodes Referenced:- Ep 120: Finding the right estate planning attorney for you- Ep 123: Estate planning for young adults- Ep 119: Choosing a CPA to meet your estate planning needsYoutube Videos Referenced:-  Using an Online Estate Planning Service vs Using a Local Attorney-  Prevent family conflict with legacy planningLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith, and Missie Beach, CFP®, CDFA®, discuss what goes into planting financial seeds for the next generation.Podcast Episodes Referenced:- Ep 128: Transferring Wealth from Generation to Generation- Ep 121: Designing Your Portfolio to Leave a Lasting LegacyYoutube Videos Referenced:- What is Legacy Planning and Why is it Important?- A Financial Advisor's Role in Legacy Planning- Greenlight Debit Card for Kids 2022 Update- Greenlight Debit Card for Kids Honest ReviewLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith, and Brad Lyons, CFP®, discuss various stories of success and tell us why financial success is intentional.Podcast Episodes Referenced:- Ep 124: Financial Literacy is Vital… For Everyone!- Ep 115: What Could Happen if You Don’t Prepare for Retirement- Ep 69: Achieve Financial Success in Retirement- Ep 49: 4 Steps to Be WealthyYoutube Videos Referenced:- What is Legacy Planning and Why is it Important?- A Financial Advisor's Role in Legacy PlanningLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith, and Brad Lyons, CFP®, discuss the new year and how to set 2023 goals you can keep.Podcast Episodes Referenced:- Ep 61: 5 Steps to Financial Sucess in RetirementYoutube Videos Referenced:- Tips to Grow Your Business in the New Year- New Years Resolutions to Be Financially Successful in 2022 Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA®, discuss what holistic financial planning is.Podcast Episodes Referenced:- Ep 117: What is generational wealth and how do you preserve it - Ep 129: How Financial Planning Looks Different in Every Decade of Your LifeYoutube Videos Referenced:- A Financial Advisor's Role in Legacy Planning- What is Financial Planning?- What is a CERTIFIED FINANCIAL PLANNER™ (CFP®)?Download Our Guide: "Your Path to a Lifetime of Financial Success"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss tips for making a smooth transition into retirement.Podcast Episodes Referenced:- Episode 139: Financial Planning in Your 60’s- Episode 113: Finding a Purpose in Life After Retirement- Episode 103: Your Pre-Retirement ChecklistYoutube Videos Referenced:- 4 Steps to Get Financially Organized Before Retirement- How to Retire Debt FreeLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss financial planning in your 60s and ways to prepare for retirement.Podcast Episodes Referenced:- Episode 115: What Could Happen if You Don’t Prepare for Retirement- Episode 103: Your Pre-Retirement ChecklistYoutube Videos Referenced:- Are Annuities and Good Retirement Strategy?- 4 Steps to Get Financially Organized Before RetirementLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith is joined by special guests Robert Swarthout of Teton Crypto Capitol and Marty Paradise of Paradise Business Coaching. They will discuss the ins and outs of making your business less dependent on you.Podcast Episodes Referenced:- Episode 122: Succession Planning for Small Business Owners- Episode 83: Commonly Missed Tax Deductions for Business Owners- Episode 104: An Investment Portfolio Built for RetirementYoutube Videos Referenced:- Ways Businesses Can Reduce Taxes and Plan for the Future- Business Owners: Don’t Stop Learning, Keep DreamingLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss financial planning in your 50s, and why you shouldn't get spooked in volatile markets.Podcast Episodes Referenced:- Episode 129: How Financial Planning Looks Different in Every Decade of Your Life- Episode 115: What Could Happen if You Don’t Prepare for RetirementYoutube Videos Referenced:- 4 Steps to Get Financially Organized Before Retirement- What is Legacy Planning and Why is it Important Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Missie Beach, CFP®, CDFA® discuss financially preparing for your high-schooler to go to college and the importance of being prepared.Podcast Episodes Referenced:- Episode 10: College Saving Tips- Episode 34: College Admissions 101: How to Prepare Your Student for College- Episode 131: Money Management Tips for Recent College GraduatesLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith is joined by special guest Marty Paradise of Paradise Business Coaching, and they discuss how to start and grow a business and the importance of surrounding yourself with a good team.Podcast Episodes Referenced:- Episode 122: Succession Planning for Small Business Owners- Episode 83: Commonly Missed Tax Deductions for Business OwnersYouTube Videos Referenced:- Ways Businesses Can Reduce Taxes and Plan for the Future- Business Owners: Don’t Stop Learning, Keep DreamingLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA® discuss financial planning in your 40s, financial mistakes, and ways to start preparing yourself for retirement.Podcast Episodes Referenced:- Episode 129: How Financial Planning Looks Different in Every Decade of Your Life- Episode 124: Financial Literacy is Vital... for Everyone!- Episode 106: Create a Cash Flow Strategy for RetirementYouTube Videos Referenced:- Using an Online Estate Planning Service vs Using a Local Attorney- How to Be a Long Term Investor- Financial Planning- Saving for Retirement Early and Eliminating DebtLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Michaela Dowdy are joined by special guest Tom Townsend of Townsend Realty Group. They will discuss what financial planners wish you knew about buying your first home.Podcast Episodes Mentioned:- Episode 17: Real Estate with Tom Townsend- Episode 51: Is there a Looming Real Estate Crash?- Episode 9: All Things Mortgages with Mary Ansley SoutherlandYouTube Videos Mentioned:- Should I Pay Off My Mortgage?- How To Leverage Assets to Buy a HomeLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy discuss financial planning in your 30s and 30-year-olds biggest issues with money.Podcast Episodes Referenced:- Episode 129: How Financial Planning Looks Different in Every Decade of Your Life- Episode 124: Financial Literacy is Vital... for Everyone!- Episode 123: Estate Planning for Young AdultsYouTube Videos Referenced:- Using an Online Estate Planning Service vs Using a Local Attorney- How to Be a Long-Term InvestorLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy talk about money management tips for recent college graduates. They also dive into the benefits of building and sticking to a budget.Podcast Episodes Mentioned:- Episode 130: Financial Planning in Your 20’s- Episode 124: Financial Literacy is Vital... for Everyone!- Episode 123: Estate Planning for Young AdultsYouTube Videos Mentioned:- Avoid the Annuity Salesperson- How to Be a Long Term InvestorLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy discuss financial planning in your 20s and 20-something's biggest issues with money.Podcast Episodes Referenced:- Episode 54: Hiring the Right Financial Advisor- Episode 89: Active vs Passive InvestingYouTube Videos Referenced:- 4 Steps to Get Financially Organized before Retirement- Should I Pay Off My Mortgage?Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

In this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss how financial planning looks different in every decade of your life and take a deep dive into the current state of the market.Podcast Episodes Referenced:- Episode 54: Hiring the Right Financial Advisor- Episode 89: Active vs Passive InvestingYouTube Videos Referenced:- 4 Steps to Get Financially Organized before Retirement- Should I Pay Off My Mortgage?Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about transferring wealth from generation to generation and go over what we've talked about on the podcast during the past quarter.Podcast Episodes Referenced:- Episode 117: What is Generational Wealth and How Do You Preserve It?- Episode 121: Designing Your Portfolio to Leave a Lasting Legacy- Episode 123: Estate Planning for Young AdultsYouTube Videos Referenced:- The Financial Advisor’s Role in Legacy Planning- What is Legacy Planning and Why is It Important?Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Jordan Sute, CFP, from Sute CPAs. Jordan has been a guest on our podcast many times. She is joining us to talk about the cost of inheriting wealth, estate tax, and opportunities to avoid it.Podcast Episodes Referenced:- Episode 117: What is Generational Wealth and How Do You Preserve It?- Episode 83: Commonly Missed Tax Deductions for Business Owners- Episode: 57: Opportunities Missed on Tax ReturnsYouTube Videos Referenced:- Ways Businesses Can Reduce Taxes and Plan Ahead- How to Stay Wealthy During RetirementDownload Our Guide: "7 Steps to Leave a Financial Legacy"Connect With Us:Our WebsiteYouTubeFacebookLinkedInInstagramTwitterPodcastBlogLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Randy Hargett, owner of Capstone LTC Advisors. Randy was a guest on episode 16 of our podcast back in 2020. He has a wealth of knowledge about long term care insurance and is a RamseyTrusted Provider for the Dave Ramsey show. He is joining us to talk about how insurance can be used to protect your wealth, long term care insurance, and life insurance.Podcast Episodes Referenced:Episode 16: Long-Term Care with Randy HargettYouTube Videos Referenced:- Long-Term Care Insurance Explained- What is Umbrella Insurance?Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons CFP® are joined by Barbara Garner, Donor Services Manager at Cobb Community Foundation. Barbara was a guest on episode 73 of our podcast last year when we talked about what donor advised funds are. She is joining us to talk about leaving a legacy of generosity. Learn more about Cobb Community Foundation's Non-Profit Bus Tours here!Learn more about Cobb Community Connection here!Podcast Episodes Referenced:Episode 73: What are Donor Advised Funds? Episode 75: A Tax Credit that Helps the Community: Georgia GOALYouTube Videos Referenced:- What is a Donor Advised Fund?- Building a Legacy Beyond Just Financial WealthLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith kicks off the episode by introducing Jared Knox, a local artist from Marietta, Georgia. He painted the new artwork of the bear and the bull that we have hanging in the background of our podcast every week. Jared's art can be found in DK Gallery down the street from our office in Marietta Square. On the rest of the episode, Casey is joined by Michaela Dowdy, Financial Planning Associate at Wiser Wealth Management and Jason Waters, CFP®, Financial Planner and Marietta School Board Member. They explain the importance of financial literacy for everyone.Podcast Episodes Referenced:Episode 46: Financial Terms Everyone Should Know Episode 54: Hiring the Right Financial Advisor Dave Ramsey Courses:For Kids: Financial Peace JrFor High Schoolers: Foundations in Personal FinanceFor Adults: Financial Peace UniversityLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Nick Rosenbauer, Estate Planning Attorney. Nick is founder of The Rosenbauer Law Office, LLC in West Chester, Ohio. Nick is also the host of the Complete Estate Planning podcast. They talk about the importance of a power of attorney, guardianship, privacy for young adults, and estate planning for crypto investors. They also explain the importance of having a master list for your passwords.Click here to schedule a consultation with one of our financial planners.Podcast Episodes Referenced:Episode 120: Finding the Right Estate Planning Attorney for YouEpisode 116: Are you striving to leave a purposeful legacy?YouTube Videos Referenced: The Financial Advisors Role in Legacy PlanningWhat is Legacy Planning and Why is it Important?Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® are joined by Gary Bottoms, CLU, ChFC, who is Chairman and CEO of The Bottoms Group, LLC and author of Getting it Right: 10 Strategies to Avoid Regrets. Gary is also a Principal of TBX Benefit Partners, a subsidiary of The Bottoms Group. They talk about succession planning for small business owners, developing a family mission statement, having a mentor, and leaving a legacy.Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about how to design your portfolio to leave a lasting legacy. They also explain the importance of an opportunity fund, real estate in your portfolio, and educating the next generation.Podcast Episodes Mentioned:Episode 87: Strategies to Grow and Protect Your PortfolioEpisode 102: Low Cost, Diversified, Long-Term InvestingEpisode 104: An Investment Portfolio Built for RetirementLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® are joined by Doug Butler who is an Attorney at Moore Ingram Johnson and Steele. Doug is a partner within the firm’s Corporate and Transactional, Insurance Regulatory, and Self-Insured/Captive Insurance Departments. They talk about how to find the right estate planning attorney for you.Podcast Episodes Mentioned:Episode 116: Are You Striving to Leave a Purposeful Legacy?Episode 117: What is Generational Wealth and How Do You Preserve It? With James E. Hughes Jr. Learn more about Doug Butler.Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and is joined by guest, Jordan Sute, CPA, from Sute CPAs. Jordan has been a guest on our podcast many times now. They talk about how to choose a certified public accountant (CPA) to meet your estate planning needs. They also explain why a CPA is important, what to look for in a CPA, some red flags, and how a CPA can be beneficial to your team. Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about what to look for in a financial advisor when building a legacy plan. It’s important to understand that your advisor should be working in the client’s best interest, and not selling products. They also give us an update on current inflation numbers for the last year and tips for how investors should be approaching the situation. Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® introduce a special guest, James E. Hughes, Jr., author of Family Wealth: Keeping it in the Family. Hughes talks about how to create a family covenant, the hierarchy of a covenant, the Rockefeller legacy story, and how to structure a team that will work in your best interest. He also discusses some main points from his book, Family Wealth: Keeping it in the Family.Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® kick off the new season of the podcast by explaining what it takes to leave a purposeful financial legacy. It is important to plan ahead of time in order to leave the legacy you wish to leave for the next generation.Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® wrap up this season of the podcast by talking about the three main ways to prepare for retirement. They also reveal our theme for the new season of the podcast starting in July and say goodbye to Matthews!Podcast Episodes Mentioned:Episode 106: Create a Cash Flow Strategy for RetirementEpisode 107: Get Rid of Debt Before You RetireYouTube Videos Mentioned:4 Steps to Get Financially Organized Before RetirementIs it too late to save for retirement?6 Ways to Prepare to Enjoy RetirementLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about 5 different ways you can stay active during retirement. They also talk about the current market situation, and how it has entered bear market territory. Podcast Episodes Mentioned:Episode 112: How Retirement can Affect Mental and Physical Health Episode 110: How does healthcare work in retirement?Episode 107: Get Rid of Debt Before You RetireYouTube Videos Mentioned:The Medicare Signup Process Explained6 Ways to Prepare to Enjoy RetirementLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith introduces special guest, Tara Arnold, PhD, LCSW, CEDS-S, RYT-200, Clinical Co-Director of WholeHeart Psychotherapy. Dr. Arnold talks about how to find purpose in life after retirement. She also discusses marriage in retirement, signs of depression, mindfulness, and depression and anxiety management. It is important to build a psychological retirement portfolio so you can prioritize your mental health in retirement.Podcast Episodes Mentioned:Episode 106: Create a Cash Flow Strategy for RetirementEpisode 62: Managing Cash Flow in RetirementYouTube Videos Mentioned:6 Ways to Prepare to Enjoy Retirement4 Steps to Get Financially Organized before RetirementLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Matthews Barnett, CFP®, ChFC®, CLU® talk about the effects of retirement on both mental and physical health. Retirement is a great accomplishment, and is a huge life transition. However, many people aren't aware of the impacts that retirement can have on your mental health. It is important before you retire to think about how you will spend your time and stay busy during retirement.Podcast Episodes Mentioned:Episode 104: An Investment Portfolio Built for RetirementEpisode 69: Achieve Financial Success in RetirementEpisode 66: Enter Retirement Debt FreeYouTube Videos Mentioned:6 Ways to Prepare to Enjoy Retirement4 Steps to Get Financially Organized before RetirementHow to Boost Cash Reserves During RetirementLearn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about the differences between Medicare A, B, D, Medigap and Advantage. They also explain Medicare for employees, the process of switching from Advantage to Medigap, and offer advice on how often to review your plan. Speak with a specialist today so you can find the right plan for you!Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

Are you considering retiring early but are unsure about your healthcare options? On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU®, and Brad Lyons, CFP® talk about different healthcare options in retirement. They also talk about ways to qualify for Medicare early, the Affordable Care Act, and why it’s important to consider different saving strategies.Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® answer and explain some of the most common questions about Social Security. They also talk about current market performance, and why you should stay invested long-term. Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!

On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about the highlights of social security, how it works, and how to maximize it in retirement. It is important to research your social security options in advance, so you are prepared for the future. It’s never too early to get started!Learn More:- Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!