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A Wiser Retirement

Business & Economics Podcasts

Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement Podcast, Casey Smith and Brad Lyons CFP® talk about financial topics such as retirement planning, tax planning, investment management, insurance, and estate planning. They believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!

Location:

United States

Description:

Many people are afraid of making the wrong financial decisions and often have questions regarding retirement. On A Wiser Retirement Podcast, Casey Smith and Brad Lyons CFP® talk about financial topics such as retirement planning, tax planning, investment management, insurance, and estate planning. They believe the best financial advice should always be conflict free, and want to help investors make better decisions. New episodes every week!

Language:

English

Contact:

678-905-4450


Episodes

Dying without Estate Planning: Do you hate your family?

1/23/2023
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by guest Doug Butler to discuss why estate planning is so important when planning for your future. They also go over what an estate plan consists of, and what can go wrong if you don't have one. Podcast Episodes Referenced: - Ep 120: Finding the right estate planning attorney for you - Ep 123: Estate planning for young adults - Ep 119: Choosing a CPA to meet your estate planning needs Youtube Videos Referenced: -...

Duration:00:38:03

Are you planting financial seeds for the next generation?

1/16/2023
On this episode of A Wiser Retirement Podcast, Casey Smith, and Missie Beach, CFP®, CDFA®, discuss what goes into planting financial seeds for the next generation. Podcast Episodes Referenced: - Ep 128: Transferring Wealth from Generation to Generation - Ep 121: Designing Your Portfolio to Leave a Lasting Legacy Youtube Videos Referenced: - What is Legacy Planning and Why is it Important? - A Financial Advisor's Role in Legacy Planning - Greenlight Debit Card for Kids 2022 Update -...

Duration:00:30:59

Financial Success is Intentional

1/9/2023
On this episode of A Wiser Retirement Podcast, Casey Smith, and Brad Lyons, CFP®, discuss various stories of success and tell us why financial success is intentional. Podcast Episodes Referenced: - Ep 124: Financial Literacy is Vital… For Everyone! - Ep 115: What Could Happen if You Don’t Prepare for Retirement - Ep 69: Achieve Financial Success in Retirement - Ep 49: 4 Steps to Be Wealthy Youtube Videos Referenced: - What is Legacy Planning and Why is it Important? - A Financial...

Duration:00:33:03

How to Set 2023 Goals You Can Keep

1/2/2023
On this episode of A Wiser Retirement Podcast, Casey Smith, and Brad Lyons, CFP®, discuss the new year and how to set 2023 goals you can keep. Podcast Episodes Referenced: - Ep 61: 5 Steps to Financial Sucess in Retirement Youtube Videos Referenced: - Tips to Grow Your Business in the New Year - New Years Resolutions to Be Financially Successful in 2022 Download Our Guide: "Top Reasons Most Financial Plans Fail" Connect With Us: Our...

Duration:00:28:17

What is Holistic Financial Planning?

12/26/2022
On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA®, discuss what holistic financial planning is. Podcast Episodes Referenced: - Ep 117: What is generational wealth and how do you preserve it - Ep 129: How Financial Planning Looks Different in Every Decade of Your Life Youtube Videos Referenced: - A Financial Advisor's Role in Legacy Planning - What is Financial Planning? - What is a CERTIFIED FINANCIAL PLANNER™ (CFP®)? Download...

Duration:00:42:42

Tips for Making a Smooth Transition Into Retirement

12/19/2022
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss tips for making a smooth transition into retirement. Podcast Episodes Referenced: - Episode 139: Financial Planning in Your 60’s - Episode 113: Finding a Purpose in Life After Retirement - Episode 103: Your Pre-Retirement Checklist Youtube Videos Referenced: - 4 Steps to Get Financially Organized Before Retirement - How to Retire Debt Free Download Our Guide: "Your Path to a Lifetime of Financial...

Duration:00:38:14

Financial Planning in Your 60s

12/12/2022
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss financial planning in your 60s and ways to prepare for retirement. Podcast Episodes Referenced: - Episode 115: What Could Happen if You Don’t Prepare for Retirement - Episode 103: Your Pre-Retirement Checklist Youtube Videos Referenced: - Are Annuities and Good Retirement Strategy? - 4 Steps to Get Financially Organized Before Retirement Download Our Guide: "Your Path to a Lifetime of Financial...

Duration:00:31:29

Making Your Business Less Dependent on You

12/5/2022
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by special guests Robert Swarthout of Teton Crypto Capitol and Marty Paradise of Paradise Business Coaching. They will discuss the ins and outs of making your business less dependent on you. Podcast Episodes Referenced: - Episode 122: Succession Planning for Small Business Owners - Episode 83: Commonly Missed Tax Deductions for Business Owners - Episode 104: An Investment Portfolio Built for Retirement Youtube Videos...

Duration:00:38:45

Financial Planning in Your 50s

11/28/2022
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss financial planning in your 50s, and why you shouldn't get spooked in volatile markets. Podcast Episodes Referenced: - Episode 129: How Financial Planning Looks Different in Every Decade of Your Life - Episode 115: What Could Happen if You Don’t Prepare for Retirement Youtube Videos Referenced: - 4 Steps to Get Financially Organized Before Retirement - What is Legacy Planning and Why is it...

Duration:00:21:33

Financially Preparing for Your High-Schooler to go to College

11/21/2022
On this episode of A Wiser Retirement Podcast, Casey Smith and Missie Beach, CFP®, CDFA® discuss financially preparing for your high-schooler to go to college and the importance of being prepared. Podcast Episodes Referenced: - Episode 10: College Saving Tips - Episode 34: College Admissions 101: How to Prepare Your Student for College - Episode 131: Money Management Tips for Recent College Graduates Download Our Guide: "Your Path to a Lifetime of Financial Success" Connect With...

Duration:00:20:32

How to Start and Grow a Business

11/14/2022
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by special guest Marty Paradise of Paradise Business Coaching, and they discuss how to start and grow a business and the importance of surrounding yourself with a good team. Podcast Episodes Referenced: - Episode 122: Succession Planning for Small Business Owners - Episode 83: Commonly Missed Tax Deductions for Business Owners YouTube Videos Referenced: - Ways Businesses Can Reduce Taxes and Plan for the Future -...

Duration:01:10:06

Financial Planning in Your 40s

11/7/2022
On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA® discuss financial planning in your 40s, financial mistakes, and ways to start preparing yourself for retirement. Podcast Episodes Referenced: - Episode 129: How Financial Planning Looks Different in Every Decade of Your Life - Episode 124: Financial Literacy is Vital... for Everyone! - Episode 106: Create a Cash Flow Strategy for Retirement YouTube Videos Referenced: - Using an...

Duration:00:39:51

What Financial Planners Wish You Knew About Buying Your First Home

10/31/2022
On this episode of A Wiser Retirement Podcast, Casey Smith and Michaela Dowdy are joined by special guest Tom Townsend of Townsend Realty Group. They will discuss what financial planners wish you knew about buying your first home. Podcast Episodes Mentioned: - Episode 17: Real Estate with Tom Townsend - Episode 51: Is there a Looming Real Estate Crash? - Episode 9: All Things Mortgages with Mary Ansley Southerland YouTube Videos Mentioned: - Should I Pay Off My Mortgage? - How To...

Duration:00:42:56

Financial Planning in Your 30s

10/24/2022
In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy discuss financial planning in your 30s and 30-year-olds biggest issues with money. Podcast Episodes Referenced: - Episode 129: How Financial Planning Looks Different in Every Decade of Your Life - Episode 124: Financial Literacy is Vital... for Everyone! - Episode 123: Estate Planning for Young Adults YouTube Videos Referenced: - Using an Online Estate Planning Service vs Using a Local...

Duration:00:23:12

Money Management Tips for Recent College Graduates

10/17/2022
In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy talk about money management tips for recent college graduates. They also dive into the benefits of building and sticking to a budget. Podcast Episodes Mentioned: - Episode 130: Financial Planning in Your 20’s - Episode 124: Financial Literacy is Vital... for Everyone! - Episode 123: Estate Planning for Young Adults YouTube Videos Mentioned: - Avoid the Annuity Salesperson - How to Be a...

Duration:00:20:21

Financial Planning in Your 20s

10/10/2022
In this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Michaela Dowdy discuss financial planning in your 20s and 20-something's biggest issues with money. Podcast Episodes Referenced: - Episode 54: Hiring the Right Financial Advisor - Episode 89: Active vs Passive Investing YouTube Videos Referenced: - 4 Steps to Get Financially Organized before Retirement - Should I Pay Off My Mortgage? Download Our Guide: "Your Path to a Lifetime of Financial...

Duration:00:36:53

How Financial Planning Looks Different in Every Decade of Your Life

10/3/2022
In this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss how financial planning looks different in every decade of your life and take a deep dive into the current state of the market. Podcast Episodes Referenced: - Episode 54: Hiring the Right Financial Advisor - Episode 89: Active vs Passive Investing YouTube Videos Referenced: - 4 Steps to Get Financially Organized before Retirement - Should I Pay Off My Mortgage? Download Our Guide: "Your Path to a...

Duration:00:35:44

Transferring Wealth from Generation to Generation

9/26/2022
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about transferring wealth from generation to generation and go over what we've talked about on the podcast during the past quarter. Podcast Episodes Referenced: - Episode 117: What is Generational Wealth and How Do You Preserve It? - Episode 121: Designing Your Portfolio to Leave a Lasting Legacy - Episode 123: Estate Planning for Young Adults YouTube Videos Referenced: - The Financial Advisor’s Role...

Duration:00:25:56

The Cost of Inheriting Wealth, Estate Tax and Opportunities to Avoid It

9/19/2022
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Jordan Sute, CFP, from Sute CPAs. Jordan has been a guest on our podcast many times. She is joining us to talk about the cost of inheriting wealth, estate tax, and opportunities to avoid it. Podcast Episodes Referenced: - Episode 117: What is Generational Wealth and How Do You Preserve It? - Episode 83: Commonly Missed Tax Deductions for Business Owners - Episode: 57: Opportunities Missed on Tax Returns YouTube...

Duration:00:26:43

How can insurance protect your wealth?

9/8/2022
On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Randy Hargett, owner of Capstone LTC Advisors. Randy was a guest on episode 16 of our podcast back in 2020. He has a wealth of knowledge about long term care insurance and is a RamseyTrusted Provider for the Dave Ramsey show. He is joining us to talk about how insurance can be used to protect your wealth, long term care insurance, and life insurance. Podcast Episodes Referenced: Episode 16: Long-Term Care with Randy...

Duration:00:37:05