Best Wiser Wealth Management Podcasts (2025)

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Tami Wollensak. CDLP and Divorce Mortgage Specialist 24:23

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2h ago24:23

24:23

Tami Wollensak, CDLP & Divorce Mortgage Specialist. Getting to the Heart of How Divorce Reshapes Your Home, Mortgage, and Financial Life. Tami is a Certified Divorce Lending Professional (CDLP®) and a Divorce Mortgage Specialist with over 25 years of experience in the mortgage industry, helping individuals navigate the financial complexities of div…

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313. How Can You Help Your Parents Plan Financially for The Future? 35:42

3h ago35:42

35:42

In this episode of A Wiser Retirement® Podcast, we are tackling the tough, but essential topic of helping your parents plan financially for the years ahead. As more Americans find themselves supporting both their children and their parents, it’s never been more important to plan ahead, start the right conversations, and protect your family’s financ…

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Andrew Hatherley, a Certified Divorce Financial Analyst, founder of Wiser Divorce Solutions 32:47

15h ago32:47

32:47

Andrew Hatherley, a Certified Divorce Financial Analyst, founder of Wiser Divorce Solutions and host of The Gray Divorce Podcast. Andrew helps people before, during, and after divorce navigate financial complexities with clarity and confidence. Having experienced the challenges of gray divorce firsthand, Andrew is committed to helping others avoid …

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312. Is Crypto Right for You? 41:56

1d ago41:56

41:56

In this episode of A Wiser Retirement® Podcast, Casey Smith sat down with Robert Swarthout, Founder & CEO of Teton Crypto Capital, to revisit the cryptocurrency questions they first tackled in 2020 and how the answers have evolved over time. Their answers are here to help you find out, does crypto belong in your portfolio? Related Podcast Episodes:…

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311. Smart Charitable Giving Before December 31st 34:30

13d ago34:30

34:30

In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and William Medcalf, CFP® discuss how year-end is the perfect time to be strategic with charitable giving. They explore smarter ways to give, instead of just writing a check, to reduce your tax burden. Related Podcast Episodes: Ep 307: Unlocking the Power of Tru…

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Tyler Summers: Massachusetts Family Law Attorney 23:12

8d ago23:12

23:12

Tyler Summers is a Massachusetts family law attorney who helps clients navigate life's most difficult transitions with clarity, compassion, and strategic insight. Founding his firm in 2015, Tyler has offices in both Boston and Needham. Tyler focuses on high-net-worth prenuptial agreements and divorces, bringing together precise legal work with an u…

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310. How Can You Travel the World in Retirement? 47:08

11d ago47:08

47:08

In this episode of A Wiser Retirement® Podcast, Casey Smith and Travel Advisor Amy Rambo with Blue Pineapple Travel cover how to build a travel line item into your retirement plan, stretch your budget with timing and seat strategies, stay protected with insurance, and tailor trips to your pace and mobility. Related Podcast Episodes: Ep 294: How Sma…

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Brian Page: Founder of Modern Husbands 29:37

15d ago29:37

29:37

Meet Modern Husband: Brian Page. Brian is the founder of Modern Husbands, a platform dedicated to helping married couples — especially dual-career partners — manage money and household responsibilities together. He holds a Master of Education (M.Ed.) degree, is an Accredited Financial Counselor® (AFC®), CPFFE®, and Fair Play® Certified (a specialis…

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309. Financial Planning Tools for Pilots, By a Former Airline Pilot 46:12

27d ago46:12

46:12

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 reti…

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How Should I Invest my 401(k)? 24:14

21d ago24:14

24:14

According to a 2023 SurveyMonkey study, 46% of 401(k) investors don’t know what they’re actually invested in. If that’s you — don’t worry, you’re not alone. In this episode of The Retirement Power Hour, Joe Allaria, CFP®, breaks down the most common 401(k) investment options and helps you answer one of the most important retirement questions: "How …

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Jennifer Smith Associate Marriage and Family Therapist 22:46

22d ago22:46

22:46

Meet Jennifer Smith. Jennifer is an Associate Marriage and Family Therapist dedicated to supporting individuals, couples, and families through life's challenges. She brings a compassionate, client-centered approach that integrates evidence-based practices to foster healing, resilience, and growth. With a strong commitment to mental health advocacy,…

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308. The Silent Tax: How Inflation Erodes Your Retirement 27:31

1M ago27:31

27:31

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. Medic…

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Jacqueline Newman is a managing partner of Berkman Bottger Newman & Schein LLP 32:59

29d ago32:59

32:59

Jacqueline Newman is a managing partner of Berkman Bottger Newman & Schein LLP, where she focuses on litigation, collaborative law, and mediation, specializing in high net worth matrimonial cases and prenuptial agreements. She is the author of The New Rules of Divorce: Twelve Secrets to Protecting Your Wealth, Health and Happiness (Simon & Schuster…

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307. Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them 45:42

1M ago45:42

45:42

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 Paren…

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Lisa Ziederman Managing Partner at Miller Zeiderman LLP 26:57

1M ago26:57

26:57

Meet this Savvy Lady, Lisa Ziederman. Lisa is a Managing Partner at Miller Zeiderman LLP, based in New York. Lisa is a matrimonial attorney, CFL, and CDFA, she regularly handles litigation and complex financial and custody divorce matters, as well as pre- and post-nuptial agreements. Lisa has been recognized for her excellence in the legal field by…

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306. Crypto in Your 401(k)? The Future of Retirement Investing 29:00

1M ago29:00

29:00

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 stablecoins in U.S. Treasuries. The conversation explores how these developments could impact retiremen…

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305. Just Moved to a New State? Here’s Your Financial To-Do List 31:53

2M ago31:53

31:53

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 location can also mean major changes to your financial life. Related Podcast Episodes: - Ep 77: Tips …

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Laurie Israel Nationally Known Prenuptial Agreement Attorney and Mediator 33:59

1M ago33:59

33:59

On this Episode of the Our Prenup Lawyer Podcast, we talk to the "anti-prenup prenup lawyer", Laurie Israel. Laurie is a nationally known prenuptial agreement attorney and mediator who works with couples formulating prenups throughout the country. She is the author of "The Marriage-Friendly Prenup" (2025), "The Generous Prenup" (2018), and "Mediati…

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304. Under the Radar: Wealth Strategies for the Quietly Rich 41:02

2M ago41:02

41:02

In this episode of A Wiser Retirement® Podcast, Casey Smith and William Medcalf, CFP® dive into what it really means to be “quietly rich” and how smart habits, not flashy spending lay the foundation for financial independence. Related Podcast Episodes: - Ep 73: Leave a Legacy of Generosity - Ep 260: 10 Financial Habits That Lead to Long Term Succes…

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Forrest "Woody" Mosten Mediator and Family Attorney Certified Family Law Specialist 27:44

2M ago27:44

27:44

Meet Forrest "Woody" Mosten, an internationally recognized mediator, collaborative attorney, and certified family law specialist, who has dedicated his career to advancing peacemaking and access to justice. He is the co-founder of the Mosten Mediation Training Academy, which provides online mediation training to professionals around the world. Know…

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How Much Should I Contribute To My 401(k)? 16:47

2M ago16:47

16:47

According to the 2025 Intuit Prosperity Index, 68% of Americans aren’t confident they’ll ever be able to retire. One big reason? Most people don’t know how much they should contribute to their 401(k). In this episode of The Retirement Power Hour, Joe Allaria, CFP®, breaks down exactly how much you should be contributing to your 401(k)—based on your…

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303. Pilot’s Guide to Financial Turbulence: Planning for Medical Disabilities 34:45

2M ago34:45

34:45

In this episode of A Wiser Retirement® Podcast, we discuss the importance of commercial airline pilot medical disability planning and why it’s often overlooked compared to life insurance. We explain how airline disability benefits work, the differences between short-term and long-term coverage, and why “own occupation” policies are essential. The c…

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Michael DiFalco, partner at Aiello & DiFalco LLP 23:25

2M ago23:25

23:25

On this episode of Our Prenup Lawyer Podcast, we talk to Michael DiFalco, partner at Aiello & DiFalco LLP in Garden City, NY, who is an accomplished family law attorney representing clients in high-stakes divorce, custody, and support cases. Michael has a strong presence in the legal community of New York, having served as Chair of the Young Lawyer…

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302. What should I do five years before I retire? 34:50

2M ago34:50

34:50

Retirement isn’t just a finish line, it’s a brand new chapter. In this episode of A Wiser Retirement® Podcast, Casey Smith and Financial Advisor Michaela Dowdy outline eight key things you should focus on starting five years before retirement. While more time is always better, the 3–5 year mark is when many people get serious. Here's how to make th…

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301. Crypto Update: Clarity Act, GENIUS Act, and Stablecoins 26:34

2M ago26:34

26:34

In this episode of the A Wiser Retirement® Podcast, Casey Smith sits down with Robert Swarthout, founder and CEO of Teton Crypto Capital, to discuss how fast cryptocurrency is evolving and how banks are getting involved. - Ep 296: Crypto Update: Big Beautiful Bill, GENIUS Act, & Crypto Company IPOs - Ep 286: How can I evaluate crypto as a potential…

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300. Built to Last: The History and Future of Wiser Wealth Management 51:39

2M ago51:39

51:39

In this episode of A Wiser Retirement® Podcast, we celebrate hitting a major milestone, 300 episodes! In this special episode, President Casey Smith and Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA®, reflect on the history of Wiser Wealth Management, the growth of the podcast, and the firm’s mission to provide real, relationship-drive…

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Jamie Lima Founder of Allegiant Divorce Solutions and Secure Split 34:58

2M ago34:58

34:58

On this episode of Our Prenup Lawyer Podcast, we talk to Jamie Lima MBA, CFP®, CDFA®, Certified Mediator, founder of Allegiant Divorce Solutions and SecureSplit. With nearly 20 years of experience, he specializes in helping clients navigate divorce and complex financial decisions with clarity and confidence. His mission is to make financial plannin…

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299. Financial Conversations Every Couple Should Have Before Saying 'I Do' 44:24

3M ago44:24

44:24

In this episode of A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA® and Financial Advisor Michaela Dowdy dive into the essential financial conversations couples should have before saying “I do.” From discussing mindsets and money habits to navigating joint goals and future planning, they offer guidance on how to build a healthy finan…

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298. America's Balance Sheet: A Financial Advisor's Deep Dive into National Debt 40:28

3M ago40:28

40:28

In this episode of A Wiser Retirement® Podcast, Casey Smith, Andrew Pratt, CFA, CBDA, and Shawna Theriault, CFP®, CPA, CDFA®, dive deep into the state of America’s national debt, what it is, how it got this large, and what it could mean for the country and for everyday investors. While it’s common to compare government debt to household finances, n…

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Tracy Ann Moore: Founder of Amicable Divorce Network 24:05

3M ago24:05

24:05

On this Episode of Our Prenup Lawyer Podcast, we talk to Tracy Ann Moore, a trailblazing family law attorney and founder of the Amicable Divorce Network, a global initiative reshaping how couples divorce with dignity. As a practicing non-litigation lawyer, mediator, arbitrator, guardian ad litem and parent coordinator, she helps clients resolve div…

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297. The Stay-at-Home Equation: Financial Aspects of Leaving the Workforce 26:12

3M ago26:12

26:12

In this episode of the A Wiser Retirement® Podcast, we explore the financial and emotional realities of stepping away from the workforce to become a stay-at-home parent. Whether you're considering staying home temporarily or long-term, it's a decision that deserves careful financial planning. From budgeting for a single income and understanding the…

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296. Crypto Update: Big Beautiful Bill, GENIUS Act, & Crypto Company IPOs 27:59

3M ago27:59

27:59

In this episode of A Wiser Retirement® Podcast, Casey Smith sits down with Robert Swarthout, founder and CEO of Teton Crypto Capital, to unpack how recent legislation is reshaping the crypto landscape in the U.S. From tax changes to new opportunities for investors, here’s what you need to know. Related Podcast Episodes: - Ep 281: Crypto Update: Tar…

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295. What Happens If You Die Without a Will? The Legal Nightmare 31:39

3M ago31:39

31:39

In this episode of the A Wiser Retirement® Podcast, Estate Planning Attorney Arun Gupta joins Senior Financial Advisor Shawna Theriault to discuss how taking the simplest step in estate planning, creating a will, can make a profound difference. While many assume estate planning is only for the ultra-wealthy, a will helps ensure your assets are dist…

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294. What Flying a Plane Teaches Us About Financial Risk 45:21

4M ago45:21

45:21

In this episode of the A Wiser Retirement® Podcast, we cover how principles from aviation, like threat and error management, proactive and reactive planning, and strong team communication, can be applied to personal financial planning. Casey Smith is joined by airline Captain Evan Bogan to explore how pilots handle unexpected challenges and how fam…

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Chief Peacekeeper: Scott F Levin Esq - San Diego Family Lawyer 39:31

4M ago39:31

39:31

During this episode of Our Prenup Lawyer Podcast, we talk to Scott Levin, a family law attorney, Certified Divorce Financial Analyst, and founder of the Chief PeaceKeeper™ Mediation Method, dedicated to helping California families navigate divorce outside of court with compassion and clarity. With over 20 years of experience in finance and litigati…

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293. Retirement for Business Owners: Selling Your Business or Passing It On 35:57

4M ago35:57

35:57

Whether you're planning to retire, sell your business, or pass it on to the next generation, having a clear succession plan is essential. Unfortunately, many business owners delay this process, putting the value of their life's work at risk. In this episode of the A Wiser Retirement® Podcast, we cover the key steps every business owner should take …

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292. Is an MBA Worth the Investment? 37:30

4M ago37:30

37:30

In this episode of the A Wiser Retirement® Podcast, we explore whether pursuing an MBA is truly worth the investment. We’re joined by Nancy Mercer, Assistant Dean and Director of MBA Marketing and Admissions, and Dr. Lauren Heller, Dean of the Campbell School of Business at Berry College, for an inside look at how MBA programs have evolved and what…

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291. How is Financial Planning Different for Entrepreneurs 1:00:58

4M ago1:00:58

1:00:58

In this episode of the A Wiser Retirement® Podcast, we explore how financial planning is different for entrepreneurs. From managing fluctuating income and separating personal and business finances to building a strong emergency fund and maximizing retirement contributions, we cover the essentials of creating a stable financial foundation as a busin…

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290. Is gold still a good investment? 35:30

5M ago35:30

35:30

Gold has long been considered a safe haven during times of uncertainty, often used to hedge against inflation and geopolitical risk. In this episode of the A Wiser Retirement® Podcast, we explore how shifting economic conditions, the rise of lab-created gold, and growing interest in digital assets like Bitcoin are prompting investors to ask: Is gol…

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289. Are Pensions Worth the Wait? The Golden Handcuffs Debate 24:04

5M ago24:04

24:04

Pensions can provide a valuable source of retirement income, but deciding whether to stick with a job solely for the pension is more complex than it may seem. In this episode of A Wiser Retirement® Podcast, we give a breakdown of the key benefits and trade-offs of relying on a pension, and how to assess whether it's the right move for your financia…

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288. What is the FAFSA, and how does it work? 37:50

5M ago37:50

37:50

In this episode of A Wiser Retirement® Podcast, we discuss how the Free Application for Federal Student Aid (FAFSA) is crucial in determining eligibility for financial aid, including grants, loans, and work-study opportunities. Whether or not your family qualifies for aid, understanding the FAFSA’s purpose and process is essential for anyone naviga…

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287. The Financial $tuff They Don’t Teach You in School 25:13

5M ago25:13

25:13

In this episode of A Wiser Retirement® Podcast, we talk about financial concepts that most people aren't taught in school but are essential for everyday life. From how taxes work to whether buying a home is always the better choice. We tackle common misconceptions that can lead to costly mistakes, and offer practical advice to help you make smarter…

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286. How can I evaluate crypto as a potential investment? 44:16

5M ago44:16

44:16

Join us for this episode of A Wiser Retirement® Podcast as we dive into how to evaluate cryptocurrency as a potential investment and whether it deserves a place in your portfolio. We’ll also unpack the latest crypto news, from major acquisitions to pending legislation, and discuss how these developments could impact the future of digital assets. Re…

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285. Fear, Greed, and the Markets: Mastering Emotional Investing (Part 2) 39:15

6M ago39:15

39:15

Emotional investing is one of the biggest barriers to long-term financial success. With constant news cycles and market noise, it’s easy to make decisions based on fear, recent events, or overconfidence. In this episode of A Wiser Retirement® Podcast, we explore how the right framework, discipline, and guidance can help you stay focused and invest …

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284. Fear, Greed, and the Markets: Mastering Emotional Investing (Part 1) 50:20

6M ago50:20

50:20

In this episode of A Wiser Retirement® Podcast, we discuss how emotions like fear, greed, and regret can influence investment decisions and lead to costly mistakes. We explore common behavioral biases such as overconfidence, loss aversion, anchoring, and confirmation bias that often derail long-term financial plans. We emphasize the importance of s…

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283. How to Manage a Sudden Money Windfall: IPOs, Business Sales, or Inheritance 33:22

6M ago33:22

33:22

Receiving a large money windfall from an inheritance, business sale, IPO, or legal settlement can be life-changing, but it can also lead to costly mistakes if not handled wisely. Here’s how to take a thoughtful, strategic approach to ensure your newfound wealth supports long-term financial well-being. Related Podcast Episodes: - Ep 227: I’ve inheri…

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282. Is Private Credit Right for You? Pros, Cons & Considerations 28:51

6M ago28:51

28:51

Join us for this episode of A Wiser Retirement® Podcast as we explore private credit, a unique investment option offering potentially higher yields by lending to non-public companies. While it can generate attractive returns, it comes with risks such as illiquidity, higher fees, and limited transparency, making it best suited for high-net-worth ind…

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281. Crypto Update: Tariffs, Ripple’s Victory, and What’s Next for Investors 28:59

6M ago28:59

28:59

Join us for this episode of A Wiser Retirement® Podcast as we dive into the rapidly changing world of cryptocurrency. From Bitcoin’s price swings to regulatory breakthroughs and Ripple’s legal victory, major developments are reshaping the market. Tune in to learn how these shifts could unlock both new opportunities and risks in today’s digital asse…

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280. The Ex-Factor: Your Social Security Rights After Divorce 19:33

6M ago19:33

19:33

Divorce can bring significant financial changes, but many overlook how Social Security benefits fit into their post-divorce financial strategy. In this episode of A Wiser Retirement® Podcast, we discuss several misconceptions about claiming these benefits. Understanding the rules can make a substantial difference in long-term financial stability. R…

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279. What Should Parents of Children with Disabilities Know About Estate Planning? 31:15

7M ago31:15

31:15

Planning for the future of a child with disabilities is a complex and emotional journey, but taking proactive steps can help ensure a stable and fulfilling transition into adulthood. Families often face significant challenges when essential services suddenly end, making it crucial to have a well-structured plan in place. In this episode of A Wiser …