Afraid of making the wrong financial decisions? Have questions about retirement? This podcast is for you.
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!
Afraid of making the wrong financial decisions? Have questions about retirement? This podcast is for you.
On A Wiser Retirement™ Podcast, Casey Smith, President of Wiser Wealth Management, is joined by either a financial advisor from our firm or by a guest to talk about financial topics such as retirement planning, tax planning, investment management, insurance, and estate planning. We believe the best financial advice should always be conflict free, and want to help people make better financial decisions.
Most Recent Episodes
Meet The Hosts
Casey T. Smith, President of Wiser Wealth Management, started the company in 2001. For more than 20 years, Casey has grown Wiser Wealth into a fee-only, fiduciary firm that is centered around client service and retention. Wiser offers a unique and total wealth management experience including portfolio management and comprehensive financial planning that is tailored to each client’s specific needs.
Shawna Theriault, CFP®, CPA, CDFA®, Senior Financial Advisor, joined Wiser Wealth Management in 2024. Shawna comes to the firm with 29 years of financial industry experience and over 23 years of working for several large, independent RIA firms. She has served thousands of families, individuals, and business owners with their unique tax, financial, and estate planning needs. Her role within Wiser Wealth Management involves working with clients to formulate planning goals, develop and implement wealth management strategies, and monitor clients’ progress in working towards their financial and investment goals.
Meet The Host
Casey T. Smith, President of Wiser Wealth Management, started the company in 2001. For more than 20 years, Casey has grown Wiser Wealth into a fee-only, fiduciary firm that is centered around client service and retention. Wiser offers a unique and total wealth management experience including portfolio management and comprehensive financial planning that is tailored to each client’s specific needs.
All Previous Episodes
25 Years of Wiser Wealth Management
Celebrating 25 years in business offers a rare perspective, one [...]
How To Know If You Can Retire In Five Years? Without Guessing!
About 70% of Americans feel confident about retiring, but most [...]
Disclosure: This podcast is strictly for informational purposes only and is not to be considered as investment advice or a solicitation to buy or sell any financial products, securities, digital assets, or any other investment vehicles, or a basis to make any financial decisions. Wiser Wealth Management, Inc. is a registered investment adviser with the SEC. The hosts and/or guests may personally own securities, digital assets, or other investment vehicles mentioned on this podcast. Neither the hosts nor guests of the show are compensated for their participation and no referral fees are paid to or received by any host or guest for clients, listeners, or similar interest. Investments involve risk, and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser, tax professional, and/or legal professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
