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.
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 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.
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
2025 Medicare Changes: What You Need to Know
In 2025, Medicare will eliminate the Part D coverage gap, [...]
Why It’s Crucial to Separate Your Business and Personal Assets
When running a business, it's essential to maintain a clear [...]
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.
