A Wiser Retirement®

In this episode of the A Wiser Retirement® Podcast, Estate Planning Attorney Arun Gupta joins Senior Financial Advisor Shawna Theriault to discuss how taking the simplest step in estate planning, creating a will, can make a profound difference. While many assume estate planning is only for the ultra-wealthy, a will helps ensure your assets are distributed according to your wishes, reduces confusion, and eases the burden on your lov...

In this episode of the A Wiser Retirement® Podcast, we cover how principles from aviation, like threat and error management, proactive and reactive planning, and strong team communication, can be applied to personal financial planning. Casey Smith is joined by airline Captain Evan Bogan to explore how pilots handle unexpected challenges and how families can do the same with their finances. From building a rainy day fund to managing...

Whether you're planning to retire, sell your business, or pass it on to the next generation, having a clear succession plan is essential. Unfortunately, many business owners delay this process, putting the value of their life's work at risk. In this episode of the A Wiser Retirement® Podcast, we cover the key steps every business owner should take to successfully transition out of their business. business. 

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In this episode of the A Wiser Retirement® Podcast, we explore whether pursuing an MBA is truly worth the investment. We’re joined by Nancy Mercer, Assistant Dean and Director of MBA Marketing and Admissions, and Dr. Lauren Heller, Dean of the Campbell School of Business at Berry College, for an inside look at how MBA programs have evolved and what prospective students should consider. We highlight Berry College’s distinctive appro...

In this episode of the A Wiser Retirement® Podcast, we explore how financial planning is different for entrepreneurs. From managing fluctuating income and separating personal and business finances to building a strong emergency fund and maximizing retirement contributions, we cover the essentials of creating a stable financial foundation as a business owner. We also dive into choosing the right business entity, tax planning strateg...

Gold has long been considered a safe haven during times of uncertainty, often used to hedge against inflation and geopolitical risk. In this episode of the A Wiser Retirement® Podcast, we explore how shifting economic conditions, the rise of lab-created gold, and growing interest in digital assets like Bitcoin are prompting investors to ask: Is gold still a good investment?

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Pensions can provide a valuable source of retirement income, but deciding whether to stick with a job solely for the pension is more complex than it may seem. In this episode of A Wiser Retirement® Podcast, we give a breakdown of the key benefits and trade-offs of relying on a pension, and how to assess whether it's the right move for your financial future.

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In this episode of A Wiser Retirement® Podcast, we discuss how the Free Application for Federal Student Aid (FAFSA) is crucial in determining eligibility for financial aid, including grants, loans, and work-study opportunities. Whether or not your family qualifies for aid, understanding the FAFSA’s purpose and process is essential for anyone navigating college costs.

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In this episode of A Wiser Retirement® Podcast, we talk about financial concepts that most people aren't taught in school but are essential for everyday life. From how taxes work to whether buying a home is always the better choice. We tackle common misconceptions that can lead to costly mistakes, and offer practical advice to help you make smarter financial decisions.

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Join us for this episode of A Wiser Retirement® Podcast as we dive into how to evaluate cryptocurrency as a potential investment and whether it deserves a place in your portfolio. We’ll also unpack the latest crypto news, from major acquisitions to pending legislation, and discuss how these developments could impact the future of digital assets.

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Emotional investing is one of the biggest barriers to long-term financial success. With constant news cycles and market noise, it’s easy to make decisions based on fear, recent events, or overconfidence. In this episode of A Wiser Retirement® Podcast, we explore how the right framework, discipline, and guidance can help you stay focused and invest with confidence.

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In this episode of A Wiser Retirement® Podcast, we discuss how emotions like fear, greed, and regret can influence investment decisions and lead to costly mistakes. We explore common behavioral biases such as overconfidence, loss aversion, anchoring, and confirmation bias that often derail long-term financial plans. We emphasize the importance of staying disciplined, thinking long-term, and avoiding impulsive reactions to market no...

Receiving a large money windfall from an inheritance, business sale, IPO, or legal settlement can be life-changing, but it can also lead to costly mistakes if not handled wisely. Here’s how to take a thoughtful, strategic approach to ensure your newfound wealth supports long-term financial well-being.

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Join us for this episode of A Wiser Retirement® Podcast as we explore private credit, a unique investment option offering potentially higher yields by lending to non-public companies. While it can generate attractive returns, it comes with risks such as illiquidity, higher fees, and limited transparency, making it best suited for high-net-worth individuals with significant liquid assets. Tune in to learn more about the pros, cons, ...

Join us for this episode of A Wiser Retirement® Podcast as we dive into the rapidly changing world of cryptocurrency. From Bitcoin’s price swings to regulatory breakthroughs and Ripple’s legal victory, major developments are reshaping the market. Tune in to learn how these shifts could unlock both new opportunities and risks in today’s digital asset landscape.

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Divorce can bring significant financial changes, but many overlook how Social Security benefits fit into their post-divorce financial strategy. In this episode of A Wiser Retirement® Podcast, we discuss several misconceptions about claiming these benefits. Understanding the rules can make a substantial difference in long-term financial stability. 

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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 Retirement® Podcast, Casey Smith and Meaghan Timko, MS, BCBA, Founder at Parallel, sh...

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 considerations to help you make the most of your inheritance and preserve it for the years ah...

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.

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