Best Wiser Wealth Management Podcasts (2025)

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

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4d 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

8d 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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308. The Silent Tax: How Inflation Erodes Your Retirement 27:31

12d 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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307. Unlocking the Power of Trusts: 10 Different Trusts & How to Use Them 45:42

20d 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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306. Crypto in Your 401(k)? The Future of Retirement Investing 29:00

24d 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

27d 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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5,000+ Post-Exit Founders: What Actually Works with Barak Kaufman 1:20:30

29d ago1:20:30

1:20:30

Barak Kaufman, founder of Post‑Exit Founders (PEF), grew a 5,000+ member community in four years by word of mouth. He shares what he’s learned from their stories: what works after an exit and what does not. Barak is now partner at VC firm Vine Ventures in New York City and Tel Aviv. Connect with Barak: Linkedin: https://www.linkedin.com/in/barakk/ …

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

1M 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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How Much Should I Contribute To My 401(k)? 16:47

1M 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

1M 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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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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299. Financial Conversations Every Couple Should Have Before Saying 'I Do' 44:24

2M 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

2M 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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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

3M 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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$100M Exit, Sex Addiction, and the Fight to Belong 1:04:49

3M ago1:04:49

1:04:49

Some exits, they just stop us in our tracks. Not because of the money or the business genius, but because of the radical personal transformation that followed. Dan Berger's story is one of those. Seven years ago, he sold social tables for around $100 million million dollars. And like so many of us, the exit cracked something open. The wealth, the t…

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

3M 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

3M 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

4M 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

4M 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

4M 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

5M 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

5M 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

5M 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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Wealth vs Family: An Expert’s View 1:15:29

6M ago1:15:29

1:15:29

Today’s episode is different. My guest isn’t an exited founder but she’s someone we all need. Amy Castoro helps families have honest conversations about wealth—the kind most of us were never taught to have. She shares practical tools from her firm’s 50 years of experience advising some of the wealthiest families in America. Her work focuses on the …

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

6M 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 …

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Venture Studio as a Post-Exit Path 1:20:15

6M ago1:20:15

1:20:15

My friend Jay Radia doesn’t just build businesses—he builds momentum.He’s a three-time tech founder and a prolific angel investor.Since his last exit two years ago, he’s been building Blissgrowth—a venture studio that partners exclusively with exited founders. Why did he choose this path? What has he learnt so far? Was it the right move? For a whil…

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278. Avoid These Common Mistakes After Receiving a Large Inheritance 34:09

6M ago34:09

34:09

Receiving a large inheritance can be both a blessing and a challenge. While it offers the opportunity to improve your financial future, it also comes with important decisions that can impact your long-term stability. Without a clear plan, it's easy to make costly mistakes. In this episode of A Wiser Retirement® Podcast, we discuss key consideration…

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2 Exits + 4 Kids = 1 Incredible Woman 1:01:19

6M ago1:01:19

1:01:19

Linda Abraham is one of the most extraordinary women I’ve ever met. She’s in a class of her own.She’s been navigating the post-exit world for 28 years, ever since her first exit.And what an exit it was: a 5X return to investors in just two years!She went on to lead her second company, comScore, from founding to IPO—building it into a global powerho…

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277. Tariffs, Trump, and Turbulence: Making Sense of Market Mayhem 52:13

6M ago52:13

52:13

Tariffs, fiscal policy, and market volatility have become growing concerns for many investors. In this episode of A Wiser Retirement® Podcast, we unpack what tariffs are, how they work, and how current market conditions may affect your investment portfolio. Related Podcast Episodes: - Ep 263: Trump’s Economic Policies: Tax, Tariffs, and More - Ep 2…

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276. How to Make Sure You're Ready for Retirement 33:06

7M ago33:06

33:06

Join us on this episode of A Wiser Retirement® Podcast, where we break down the essential steps to help you prepare for a secure and fulfilling retirement. From creating a realistic budget and eliminating debt to maximizing Social Security and Medicare benefits, we cover key financial strategies to set you up for success. Related Podcast Episodes: …

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275. Crypto Update: The U.S. Bitcoin Reserve, SBF’s Prison Interview, and 24-Hour Nasdaq Trading 28:33

7M ago28:33

28:33

Join us for this episode of A Wiser Retirement® Podcast as we explore the U.S. government's growing Bitcoin holdings and the potential creation of an official Bitcoin reserve, a proposal now under legislative review. We also dive into the latest developments in crypto regulation, Sam Bankman-Fried’s unauthorized interview with Tucker Carlson, Binan…

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274. Buying a Home in the Best School District: What You Need to Know 40:10

7M ago40:10

40:10

Join us on this episode of A Wiser Retirement® Podcast, as Casey Smith and Paul Montaperto from Family2Family Relocation discuss tips for families looking to buy a home in a great school district. We explore how to evaluate school quality beyond online ratings, considering factors like administrative stability, private school options, and future zo…

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How to Build, Exit, and Stay Married 1:11:05

7M ago1:11:05

1:11:05

My guest today is Adam Rossi. He sold his company, Platinum Solutions, 14 years ago and walked away with life changing wealth. But what hit him first after his exit was regret. We talk about how he came to terms with his new reality, searched for his new purpose, and dealt with losing his found identity. My favorite part of Adam's story is that he …

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273. How Early Retirement Affects Pilot Benefits 30:29

7M ago30:29

30:29

Are you a pilot contemplating the possibility of retiring early? Join us on this episode of A Wiser Retirement® Podcast, where we explore the complexities surrounding the decision to leave the cockpit before the traditional retirement age. We dive deep into the unique emotional and financial considerations that come with this choice, focusing on th…

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Post-Exit: From Chaos to Clarity 1:08:40

7M ago1:08:40

1:08:40

Mike Brown's post-exit journey led him from chaos to clarity, but not right away. He had to go through a painful divorce, a business failure, financial losses and emotional turmoil. Today we are talking about what he's learned and why he decided to dedicate himself to coaching. 🔗 CONNECT WITH MIKE: 🎥 YouTube Channel - @mbrown_co 🐦 X (Twitter) - htt…

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272. Why should I pay a financial advisor to invest in low-cost ETFs? 40:56

7M ago40:56

40:56

Join us on this episode of A Wiser Retirement® Podcast, where we explore why paying a financial advisor to invest in ETFs may be worth the cost, even when providers like Vanguard offer these funds with low fees. Many investors wonder if they can simply do it themselves, but the real value of working with an advisor goes far beyond just selecting in…

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271. How to Build Lasting Wealth in Your 20s and 30s: Tips for Financial Freedom 34:10

8M ago34:10

34:10

What steps should you take in your 20s and 30s to build sustainable wealth? In this episode of A Wiser Retirement® Podcast, we break down the key financial habits that can pave the way for lifelong security. Young adults today face unique financial hurdles such as rising living costs, student loan debt, and credit cards. Tune in as we share practic…

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270. Crypto Update: Meme Coin Resurgence, ByBit Hack & Crypto Taxation 27:26

8M ago27:26

27:26

Join us for this episode of A Wiser Retirement® Podcast, where we explore the latest changes shaping the cryptocurrency market. From the resurgence of meme coins to high-profile hacks and evolving tax regulations, we cover key trends that are influencing how investors, regulators, and global markets interact with digital assets in 2025. Related Pod…

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$800M Exit: “Shoveling Shit” in Business and Marriage 1:12:34

8M ago1:12:34

1:12:34

VCs notoriously avoid investing in married couples, fearing that personal conflicts could sink the business. Yet, the Lazerows defied that norm—building not just one, but two successful companies together, culminating in an $800M exit. They didn’t just make it work; they mastered it—and then wrote a book about it. Today, we’ll dive deep into what e…