A Wiser Retirement™
Hosted by Casey Smith and Shawna Theriault · Wiser Wealth Management
4.8from 70 ratings
- 601
- Episodes
- 189
- Transcribed
- 70
- Ratings
- Weekly
- Cadence
- 2020
- First episode
- 347K
- YouTube views
About A Wiser Retirement™
Ready to take control of your financial future? A Wiser Retirement® Podcast breaks down the strategies, insights, and real-world lessons you need to build lasting wealth and retire with confidence. Each week, we cut through the noise to simplify complex financial topics, covering everything from smart investing and retirement strategies to practical financial planning you can actually use. You’ll hear real success stories and actionable tips designed to help you make informed decisions at every stage of life. Whether you’re just getting started or fine-tuning your retirement plan, this podcast is your roadmap to financial freedom. A Wiser Retirement® Podcast is produced by Wiser Wealth Management in Marietta, Georgia, where we specialize in comprehensive wealth management and financial planning services. Take the next step toward a smarter financial future, schedule your complimentary consultation with one of our fiduciary advisors: https://wiserinvestor.com/schedule/
- Publisher
- Wiser Wealth Management
- Category
- business · business · news
- Language
- en
- Explicit
- No
- First episode
- 11 Jun 2020
- Latest episode
- 1 Nov 2026
Latest episodes
189 of 601 episodes have a transcript.
1 Nov 2026TRANSCRIPT
365. Portfolio Changes to Make Before, and During Retirement
25 Oct 2026TRANSCRIPT
364. How to Travel More Without Spending More
18 Oct 2026TRANSCRIPT
363. How Much Should Airline Pilots Have Saved by Age 40, 50, and 60?
Inside a recent episode
365. Portfolio Changes to Make Before, and During Retirement
Published 1 Nov 2026 · Transcript excerpt
[…] But I think even thinking through, you know, fixed income for a lot of clients, too, we kind of factor that in sometimes. This is part of your cash bucket as well. It's not necessarily cash, but it's a part of that. And cash flow, right? It's your cash flow. And so it is something, too, that that can vary. For some clients, it's 10 years. Some clients, it's, you know, much longer than that. So it just depends. That's a good point. Can holding too much cash create retirement risk? Absolutely. You have inflation that we need to be hedging against. Yeah, that's pretty cut and dry. Does a dividend paying portfolio eliminate the need to sell investments? […]
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See plansWho has been a guest on A Wiser Retirement™
Names identified in recent episode analyses. Showing up to five guests.
- Colin Stroud
- William Medcalf
- Arun Gupta
- Megan Sumrell
- Jordan Gary
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
- YouTube views
- 346,781
- Score snapshot 15 Sept 2025
- Apple Podcasts (US)
- 4.9 / 5
- 54 ratings
- Spotify
- 4.5 / 5
- 16 ratings
Podcast Authority Score: 94 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
- Quality
- 99
- Social presence
- 100
- YouTube
- 86
- Engagement
- 85
Contact A Wiser Retirement™
- Guest appearances
- Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
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Questions about A Wiser Retirement™
Who hosts A Wiser Retirement™?
Casey Smith and Shawna Theriault host the show. Published by Wiser Wealth Management.
How often do new episodes come out?
The show publishes weekly, based on its RSS feed.
Does A Wiser Retirement™ take guests?
Yes. Guests have been identified in episode analyses.
Where can I read transcripts?
189 of 601 episodes have a transcript on Pod Engine. Full transcripts are available with a Pod Engine plan.
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