Built to Last: The History and Future of Wiser Wealth Management

Built to Last: The History and Future of Wiser Wealth Management

In this episode of the 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-driven financial planning.

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Summary:

How A Wiser Retirement Podcast® Began

Casey Smith shares that the idea for the podcast started back in 2007, but it officially launched in 2020 during the early days of COVID-19. What began with just 25 downloads per episode has now grown to over 70,000 total downloads and tens of thousands of monthly views on YouTube.

A Podcast with Purpose

The podcast’s mission has always been to educate listeners, both clients and the broader public, on retirement planning, investing, and financial strategy. Producing the podcast is a true team effort. Casey credits Wiser’s marketing and production team, including longtime contributor Hadley Glenn, for shaping the podcast’s structure and distribution.

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A Culture Rooted in Service

Wiser Wealth was founded in 2001 as a fee-only firm focused on transparency and client-first service. The firm operates with a fiduciary standard and prioritizes doing what’s right, even when there’s no financial incentive. Many clients are served regardless of their ability to pay, and helping people build a better financial future is part of the firm’s DNA.

Client Stories That Matter

Casey shared stories of helping clients avoid divorce over IRS debt, guiding a family business into a multigenerational legacy plan, and caring deeply for elderly clients, who inspired the Wiser Women group. These stories reflect Wiser’s commitment to treating every client like family.

The Future of Wiser Wealth Management

With a goal of reaching $1 billion in assets under management, Wiser is expanding while preserving its strong culture. The firm is building teams around senior advisors and replicating its planning model with consistency and care. Future growth includes incorporating AI, maintaining white-glove service, and growing internal leadership.

Curious about what makes Wiser different? Schedule a consultation with one of our fiduciary financial advisors to get started today.

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