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A Wiser Retirement®

A Wiser Retirement®

By: Wiser Wealth Management
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About this listen

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
Economics Personal Finance Politics & Government
Episodes
  • 319. How to Retire Early Without Running Out of Money
    Dec 21 2025

    Early retirement is a dream for a lot of people and it can be possible, but only if you plan for it the right way. On this episode of the A Wiser Retirement® Podcast, the conversation tackles what early retirement really means, why so many retirees run out of money, and what steps you can take now to retire sooner without sacrificing long-term security.

    Related Podcast Episodes:

    Ep 273: How Early Retirement Affects Pilot Benefits

    Ep 245: Strategies for Early Retirement and Long-Term Security

    Related Financial Education Videos:

    DINK Households May be Able to Retire Earlier

    How will retiring early impact my Social Security benefit?

    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!

    Show More Show Less
    44 mins
  • 318. What Is a Power of Attorney and Why Does Everyone Need One?
    Dec 14 2025

    If something unexpected happened tomorrow, who would make decisions for you? That’s the big question at the heart of this episode of the A Wiser Retirement® Podcast, where Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta demystify what is a power of attorney and explain why nearly everyone needs them.

    Related Podcast Episodes:

    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:

    Why 18 Year Olds Need a Power of Attorney and Medical Directive

    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!

    Show More Show Less
    36 mins
  • 317. Pilots Start Here
    Dec 7 2025

    On this episode of the A Wiser Retirement® Podcast, Grace Kennedy interviews Casey Smith, president of Wiser Wealth Management and former airline pilot, on how aviators can prioritize, plan, and protect their money from day one through retirement.

    Related Podcast Episodes:

    Ep 194: Delta, American & United: Who's Got the Best Pilot Retirement Offering?

    Ep 173: Making the Most of Your Airline 401k | 401k for Airline Pilots

    Related Financial Education Video:

    Delta Pilots: Market Based Cash Balance Plan Explained

    Avoid Asset Managers Looking to Manage Your Airline 401k

    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!

    Show More Show Less
    36 mins
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