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A Wiser Retirement®

A Wiser Retirement®

De : Wiser Wealth Management
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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, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about our services, schedule a complimentary consultation to meet with one of our financial advisors: https://wiserinvestor.com/schedule/.

© 2025 Wiser Wealth Management
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    Épisodes
    • 309. Financial Planning Tools for Pilots, By a Former Airline Pilot
      Oct 19 2025

      In this episode of A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management and former airline pilot is with Grace Kennedy, Financial Planning Associate to discuss the unique financial needs of pilots and the smartest financial planning path for them.

      Airline pilots face a unique mix of high-but-variable income, mandatory retirement at 65, stringent medical requirements, and shifting industry dynamics. That’s why “pilot math” matters, your plan has to reflect guarantee hours, upgrade paths, commuting realities, union benefits, and specialized employer plans.

      Related Podcast Episodes:

      • Ep 234: Pilots, Maximize Your 401(k) Contributions!
      • Ep 309: What Pilots and Others Should Consider 5 Years Before Mandatory Retirement

      Related Financial Education Videos:

      • Pilots: Roth or No Roth... That's the Question
      • Why Financial Planning is Different for Pilots
      • Delta Pilots: Market Based Cash Balance Plan Explained

      Other Links:

      Free 401K Allocation Guide for Pilots

      Learn More:
      - About Wiser Wealth Management
      - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
      - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, 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!

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      46 min
    • 308. The Silent Tax: How Inflation Erodes Your Retirement
      Oct 12 2025

      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.

      Related Podcast Episodes:
      Ep 245. Strategies for Early Retirement and Long-Term Security
      Ep 212. Medical Costs During Retirement and Preparing for the Unexpected

      Related Financial Education Videos:
      How Often Should You Review Your Retirement Income Plan?
      What to Do When a Loved One Isn’t Financially Prepared for Retirement

      Learn More:
      - About Wiser Wealth Management
      - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
      - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, 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!

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      28 min
    • 307. Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them
      Oct 5 2025

      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.

      Related Podcast Episodes:

      Ep 295: What Happens If You Die Without a Will? The Legal Nightmare

      Ep 279: What Should Parents of Children with Disabilities Know About Estate Planning?

      Ep 233: How Second Marriages and Blended Families Impact Estate Planning

      Related Financial Education Videos:

      Prevent Family Conflict with Legacy Planning

      Does inheritance count as income?

      Other Links:

      AG Law

      Learn More:
      - About Wiser Wealth Management
      - Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
      - Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, 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!

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      46 min
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