Best Wiser Wealth Management Podcasts (2025)

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

6d 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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278. Avoid These Common Mistakes After Receiving a Large Inheritance 34:09

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

20d 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

27d 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

1M 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

1M 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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273. How Early Retirement Affects Pilot Benefits 30:29

1M 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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272. Why should I pay a financial advisor to invest in low-cost ETFs? 40:56

2M 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

2M 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

2M 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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269. What College Expenses are Tax Deductible for Parents? 27:54

2M ago27:54

27:54

Managing college expenses can be overwhelming, but understanding available tax benefits can help parents reduce costs. Join us on this episode of A Wiser Retirement® Podcast as we discuss how these tax benefits work and what families need to know about deductions, tax forms, and financial planning for college. Related Podcast Episodes: - Ep 168: Ev…

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What Are Tariffs, and Will They Affect Me? 18:35

2M ago18:35

18:35

Are tariffs about to hit your wallet and your investment portfolio? In this episode of Retirement Power Hour, Joe Allaria, CFP®, breaks down exactly what tariffs are, how they work, and most importantly—what they mean for your retirement savings and day-to-day expenses. From the latest moves by the U.S., China, Canada, and Mexico to expert opinions…

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268. Top Financial Mistakes and How to Avoid Them 44:51

3M ago44:51

44:51

Are you curious about the top financial mistakes people make, and how to avoid them? Tune in to this episode of A Wiser Retirement® Podcast as Grace Kennedy, Financial Planning Associate, shares insights on the most common financial pitfalls and how to steer clear of them. Related Podcast Episodes: - Ep 229: How do I avoid capital gains tax? Relate…

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267. The 2025 Housing Market: Trends, Changes, and What to Expect 44:42

3M ago44:42

44:42

Curious about where mortgage rates and home prices are headed in 2025? Tune in to this episode of A Wiser Retirement® Podcast as Tom Townsend, Realtor at Townsend Realty Group, recaps the 2024 housing market and shares predictions and trends for 2025. We also discuss the state of the local market, inventory shortages, the cost of new construction, …

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266. Crypto Update: SpaceX Uses Stablecoins, Trump’s Meme Coin & Altcoin ETF Filings 33:36

3M ago33:36

33:36

Join us for this episode of A Wiser Retirement® Podcast as we dive into the latest developments in the cryptocurrency market. We explore new regulatory efforts, Bitcoin’s recent price swings, and the launch of a crypto task force aimed at bringing more clarity to the industry. Plus, we discuss the rise of President Trump’s meme coin, the growing in…

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265. Roth 401(k) vs. Roth IRA: Which One is Right for You? 27:11

3M ago27:11

27:11

Curious about the difference between a Roth 401(k) and a Roth IRA? Join us on this episode of A Wiser Retirement® Podcast as we discuss key aspects of retirement planning, the importance of setting clear financial goals, and the distinctions between a Roth 401(k) and a Roth IRA. Discover valuable insights on maximizing your savings, navigating cont…

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2025 Stock Market Predictions 26:44

3M ago26:44

26:44

In this new episode of the Retirement Power Hour, Joe Allaria, CFP®, & Jay Waters break down how financial "experts" consistently make incorrect market predictions. They highlight key misses from 2024, including false recession calls, incorrect volatility forecasts, and failed AI bubble predictions. The takeaway? Ignore the noise, focus on a strate…

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264. Shaping the Future of Aviation: Key Leadership Skills for Pilots 47:38

3M ago47:38

47:38

Pilots, do you want to elevate your leadership skills? Join us on this episode of A Wiser Retirement® Podcast, where we dive into the essential role of leadership development for pilots. We’ll discuss the importance of emotional intelligence, effective communication, and adaptability in aviation. Joining us is Kyle Freiburger, CEO of First Class Le…

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263. Trump’s Economic Policies: Tax, Tariffs, and More 39:14

3M ago39:14

39:14

Curious how Trump’s economic policies will impact your portfolio? Join us on this episode of A Wiser Retirement® Podcast as we talk about strategies for navigating market volatility, emphasizing the importance of long-term investment approaches and systematic decision-making to capitalize on opportunities during economic transitions. Related Podcas…

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262. Optimizing Your Tax Plan for 2025: Key Moves to Make 34:10

4M ago34:10

34:10

Curious about how to optimize your tax plan for 2025? Join us on this episode of A Wiser Retirement® Podcast as we share key tax moves to make this year. We cover key topics like charitable giving, the SECURE Act 2.0, upcoming legislative changes, monitoring AGI, and optimizing business deductions. Related Podcast Episodes: - Ep 239: How can I redu…

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261. 2025 Market Outlook: Navigating the Year Ahead 36:23

4M ago36:23

36:23

Curious how to navigate the stock market in 2025? Join us on this episode of A Wiser Retirement® Podcast as we share our 2025 market outlook. We cover key topics like market performance, predictions, diversification strategies, emerging technologies, economic challenges, and how to navigate external factors shaping the financial landscape. Related …

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260. 10 Financial Habits That Lead to Long-Term Success 41:47

4M ago41:47

41:47

In this episode of A Wiser Retirement® Podcast, we discuss 10 financial habits to help you take control of your finances, from setting a clear vision and building a budget to avoiding debt and maximizing employer benefits. Learn practical strategies to automate your savings, build an emergency fund, and align your spending with your long-term goals…

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2025 Contribution Limits 11:20

4M ago11:20

11:20

Welcome to the Retirement Power Hour with Joe Allaria, CFP®. In episode 35, we break down the 2025 retirement contribution limits and key tax changes you need to know. Learn about updates to IRAs, Roth IRAs, 401(k)s, SIMPLE IRAs, and more—including the new provisions introduced by Secure Act 2.0. Key Topics Discussed: IRA and Roth IRA contribution …

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259. What Pilots (and Others) Should Consider 5 Years Before Mandatory Retirement 51:17

5M ago51:17

51:17

Retirement for pilots comes with its own set of challenges and opportunities, especially with the mandatory retirement age of 65. In this episode of A Wiser Retirement® Podcast, we explore essential financial strategies and lifestyle adjustments to help pilots (and others) navigate a seamless transition into retirement. Other Links: - Click here to…

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258. The True Cost of the Holidays: How Much Are We Really Spending? 25:22

5M ago25:22

25:22

Does holiday stress overshadow the joy of the season? Join us on this episode of A Wiser Retirement® Podcast as we dive into the true cost of holiday spending and its impact on both finances and family dynamics. From uncovering hidden expenses like holiday decorations to embracing simple pleasures such as driving through festive neighborhoods, we’l…

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257. The Election Outcome Impact on Crypto, BTC ETFs, and Bitwise Files for Index Product 33:22

5M ago33:22

33:22

Tune in to this episode of A Wiser Retirement® Podcast where we discuss how the post-election landscape is shaping the future of cryptocurrency. Casey Smith and Robert Swarthout from Teton Crypto Capital join us to unravel complex policy shifts and market dynamics. We explore the hurdles and timelines facing U.S. cryptocurrency regulation, drawing …

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256. The Best Whiskeys to Gift in 2024 27:32

5M ago27:32

27:32

Tune in to this episode of A Wiser Retirement® Podcast where we explore the best whiskeys to gift in 2024. Discover our top three recommendations for whiskeys in three price ranges: under $50, $50-$100, and over $100. We also share a few thoughtful whiskey-related gift ideas. Whether you're a seasoned connoisseur or just beginning your whiskey jour…

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Whole Life vs. Term Life 17:16

5M ago17:16

17:16

In this episode, Joe Allaria, CFP®, and Jay Waters dive deep into the pros and cons of two popular types of life insurance: Term Life and Whole Life. While both offer unique benefits, choosing the right policy depends on your individual financial goals. Key Terms Discussed: -Term Life Insurance -Whole Life Insurance -The Cash Value Debate -Guarante…

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255. The Power of Generosity and Its Impact On Your Finances 29:42

5M ago29:42

29:42

In this episode of A Wiser Retirement® Podcast, we're joined by Missie Beach, CFP®, CDFA®, to discuss the power of generosity and its impact on your finances. Together, we delve into strategies for making charitable giving both tax-efficient and meaningful. Discover how to maximize tax benefits through techniques like donating appreciated securitie…

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254. Closing the Year Strong: Key Financial Moves Before Year-End 38:30

6M ago38:30

38:30

Discover how to make your investments work smarter, not harder, with tax-efficient strategies. In this episode of A Wiser Retirement® Podcast, we tackle the big questions, like whether Roth conversions make sense for you, especially if you're in a low tax bracket now but anticipate higher income later. We also explore the potential of direct indexi…

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253. Navigating the Future of the Airline Industry 1:22:58

6M ago1:22:58

1:22:58

In this episode of A Wiser Retirement® Podcast, we're joined by Courtney Miller, Managing Director at Visual Approach Analytics. Learn how airlines like Southwest and Delta tackle the challenges of fleet commonality and efficiency, and how they strategize around aircraft maintenance and technical operations. We'll dissect the impact of COVID-19 on …

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252. The Crypto Agenda: SEC's Next Moves, BTC ETFs, and Kamala Harris' Crypto Policy 31:33

6M ago31:33

31:33

Tune in to this episode of A Wiser Retirement® Podcast where Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, discuss the SEC's upcoming actions, BTC ETFs, and Kamala Harris's stance on crypto policy. The conversation highlights the pressing need for a robust, supportive framework for crypto businesses,…

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251. Shawna Theriault’s Road to Becoming a Financial Advisor 52:35

6M ago52:35

52:35

Join us for this episode of A Wiser Retirement® Podcast, where Casey Smith interviews Shawna Theriault, CFP®, CPA, CDFA®, Senior Financial Advisor, about her inspiring journey—from moving out at sixteen to pursuing a career in finance and becoming a CERTIFIED FINANCIAL PLANNER®, Certified Public Accountant, and Certified Divorce Financial Analyst®.…

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250. Celebrating 250 Episodes: Our Top Financial Success Stories 37:29

6M ago37:29

37:29

Celebrate with us as we hit an incredible milestone—our 250th podcast episode! We share some exciting updates about A Wiser Retirement® Podcast. We also reflect on our top five most popular episodes and share inspiring financial success stories from clients who have achieved financial freedom. Related Podcast Episodes: - Ep 173: Making the Most of …

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249. How Smart Financial Planning Led to Living on a Catamaran Full-Time 52:51

6M ago52:51

52:51

Join us on this episode of A Wiser Retirement® Podcast as we chat with Bradley and Kate Swarthout about their journey from leaving a traditional life to living full-time on a catamaran in the Caribbean with their son and dog. Through financial planning, learning to sail, and navigating various challenges, they embraced an adventurous, non-tradition…

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248. 2025 Medicare Changes: What You Need to Know 33:42

7M ago33:42

33:42

In 2025, Medicare will eliminate the Part D coverage gap, cap out-of-pocket prescription costs at $2,000, and offer a payment plan. Some Georgia Medicare Advantage plans will not renew, allowing members to switch plans or join Medigap without underwriting. The Part B premium will rise to $185/month, and fraud risks are expected to increase. Tune in…

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247. Why It’s Crucial to Separate Your Business and Personal Assets 36:40

7M ago36:40

36:40

When running a business, it's essential to maintain a clear distinction between business and personal assets. This separation is vital for liability protection, tax purposes, and enhancing professionalism. Tune in to this episode of A Wiser Retirement® Podcast as we discuss why it's important and how to implement it effectively. Book Links: - The E…

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How Much Life Insurance Do I Need? 17:16

7M ago17:16

17:16

Welcome to Retirement Power Hour! In Episode 33, host Joe Allaria, CFP®, discusses the key factors in determining how much life insurance you need. He covers important considerations like paying off mortgages, covering future expenses for children, and replacing income for a spouse, along with strategies for wealth transfer and estate tax planning.…

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246. SEC v. Ripple Lawsuit Resolved, BTC ETFs, and the Election 28:41

7M ago28:41

28:41

Tune in to this episode of A Wiser Retirement® Podcast as Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital, discuss the SEC v. Ripple lawsuit finally being resolved, Bitcoin ETFs, and what the upcoming presidential election means for crypto. Related Podcast Episodes: - Ep 237: Estate Planning for Crypto …

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245. Strategies for Early Retirement and Long-Term Security 26:41

7M ago26:41

26:41

Achieving early retirement and long-term financial security requires a strategic approach that includes saving aggressively, living below your means, and creating multiple income streams. Join us on this episode of A Wiser Retirement® Podcast as we talk about different strategies for early retirement and long-term security. Along with financial tac…

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244. Financial Steps to Take After the Loss of a Loved One 24:21

7M ago24:21

24:21

Managing a loved one's estate can be overwhelming. How do you ensure you're not missing critical steps? Join us on this episode of A Wiser Retirement® Podcast as we walk you through the financial steps to take after the loss of a loved one. We also stress the importance of preparing your own affairs to spare future generations the hassle and potent…

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243. Investment Strategy in an Election Year: Is a Market Correction Coming? 44:14

8M ago44:14

44:14

Is a market correction on the horizon? In this episode of the A Wiser Retirement® Podcast, we discuss key strategies for investing during an election year. We explore the stock market's average rise during election years, emphasizing the value of long-term investment strategies and avoiding market timing. We also cover the importance of having a ca…

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242. Financial Tips for Women to Secure Their Future 28:52

8M ago28:52

28:52

Can financial knowledge and independence unlock a better future for women? In this episode of A Wiser Retirement® Podcast, we explore essential steps women can take to control their financial destinies. We address challenges faced by divorced women and widows, offering practical advice on making smart investment decisions instead of relying on low-…

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241. The Heart and History of Wiser Wealth Management with President, Casey Smith 53:03

8M ago53:03

53:03

Wiser Wealth Management was founded with a clear mission: to do the right thing and make a positive impact on people’s lives. Michaela Dowdy interviews Casey Smith about the history behind Wiser Wealth Management, giving listeners a chance to get to know him better. Casey shares his journey from aspiring mutual fund manager to becoming an airline p…

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30 Years of Financial Advice: Scott Carson's Tips and Lessons 34:40

8M ago34:40

34:40

Welcome to Retirement Power Hour! In Episode 32, host Joe Allaria, CFP®, interviews Scott Carson, a seasoned wealth advisor with over 30 years of experience. Scott, a senior wealth advisor at CarsonAllaria Wealth Management, shares valuable insights from his extensive career in financial planning. If you enjoyed this episode, make sure to check out…

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240. The Benefits of Diversified Income Streams 36:00

8M ago36:00

36:00

Ever wondered how diversified income streams can shape your financial future? In this episode, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, dive into the significance of diversified income streams, from real estate and dividend-paying stocks to balancing primary and side jobs. They emphasize the importance of passion in side hustles and busi…

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239. How can I reduce my current taxable income? 33:04

9M ago33:04

33:04

On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA®, explore strategies for reducing taxable income, such as deferred compensation plans, retirement contributions, and tax-loss harvesting. They highlight the importance of understanding the tax implications of various investments and caution against ris…

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238. Is Instant Gratification Ruining Your Financial Goals? 36:13

9M ago36:13

36:13

Is instant gratification ruining your financial goals? On this episode of A Wiser Retirement® Podcast, Casey Smith and Shawna Theriault, CFP®, CPA, CDFA® discuss the importance of staying committed to long-term financial goals, resisting the allure of immediate gratification, and harnessing the powerful effects of early saving and compounding. They…

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237. Estate Planning for Crypto Assets 34:45

9M ago34:45

34:45

On this episode of A Wiser Retirement® Podcast, we talk about estate planning for crypto assets, the recent launch of eight Ethereum ETFs, the future of Bitcoin and SAB121 with Casey Smith and Robert Swarthout, Founder, CEO, and Portfolio Manager of Teton Crypto Capital. Podcast Episodes Referenced: - Ep 226: SWIFT Plans to Launch CBDC, Binance Fou…

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Can I Retire with $1M at Age 60? 19:28

9M ago19:28

19:28

Can you retire with $1M at age 60? Tune in to Episode #31 as host Joe Allaria, CFP®, discusses the different factors that impact the answer, including your retirement expenses, other income, Social Security, and more. If you enjoyed this episode, make sure to check out our latest podcast on How to Retire Early Using Phases Submit Your Questions To …

Podcasts Worth a Listen

Wiser Wealth Management Podcasts

Podcasts Worth a Listen