Episódios
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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 noise or social media hype.
Related Podcast Episodes:
- Ep 154: Investing Through Times of Fear
- Ep 277: Tariffs, Trump, and Turbulence: Making Sense of Market MayhemLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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.
Related Podcast Episodes:
- Ep 227: I’ve inherited $200k, what should I do?
- Ep 278: Avoid These Common Mistakes After Receiving a Large Inheritance
Related YouTube Videos:
- Does inheritance count as income?
- Do you have to pay taxes on an inheritance?Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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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, and key considerations of this investment opportunity.
Related Podcast Episodes:
- Ep 278: Avoid These Common Mistakes After Receiving a Large Inheritance
- Ep 236: Be Your Own Bank with Life Insurance - Is this legit?
Related YouTube Videos:
- Investing for Income vs Growth in Retirement: Finding the Balance
- Does lump sum investing beat dollar cost averaging?Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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.
Related Podcast Episodes:
- Ep 277: Tariffs, Trump, and Turbulence: Making Sense of Market Mayhem
- Ep 275: Crypto Update: The U.S. Bitcoin Reserve, SBF’s Prison Interview, and 24-Hour Nasdaq TradingLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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.
Related Podcast Episodes:
- Ep 160: How Finances Affect Divorce
- Ep 222: When should I claim Social Security if I don’t need it?
Related YouTube Videos:
- Common Mistakes to Avoid with Social Security Spousal Benefits
- How Much is Social Security Reduced if I Have a Pension?
- Unretirement: How Returning to Work Affects Your Social Security BenefitsLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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, share valuable insights on estate planning, financial strategies, and legal considerations to help parents navigate this critical process.
Related Podcast Episodes:
- Ep 146: The Power of Life Insurance to Meet Your Family’s Goals
- Ep 214: What is disability insurance and do I need it?
- Ep 224: Living in the Moment While Planning for the Future
Related YouTube Videos:
- What is the role of a trustee?
- Tips to Safeguard Assets for Future GenerationsLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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 ahead.
Related Podcast Episodes:
- Ep 227: I’ve inherited $200k, what should I do?
- Ep 171: I've inherited money, now what?
Related YouTube Videos:
- What are the rules for inherited IRA distributions?
- Does inheritance count as income?
- Inheriting a Property: Keep, Sell, or Rent?Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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 268: Top Financial Mistakes and How to Avoid Them
Related YouTube Videos:
- Investing for Income vs Growth in Retirement: Finding the BalanceLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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:
- Ep 245: Strategies for Early Retirement and Long-Term Security
- Ep 212: Medical Costs During Retirement and Preparing for the Unexpected
Related YouTube Videos:
- Investing for Income vs Growth in Retirement: Finding the Balance
- The 4% Rule in Retirement Isn’t for Everyone
- Tips to Sustain Your Current Lifestyle During RetirementLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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, Binance’s legal challenges, and NASDAQ’s bold plan to launch 24-hour trading by 2026.
Related Podcast Episodes:
- Ep 266: Crypto Update: SpaceX Uses Stablecoins, Trump’s Meme Coin & Altcoin ETF Filings
- Ep 270: Crypto Update: Meme Coin Resurgence, ByBit Hack & Crypto TaxationLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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 zoning changes. Paul also gives practical tips to help families make informed home-buying decisions.
Related Podcast Episodes:
- Ep 136: Financially Preparing for Your High Schooler to Go to College
- Ep 168: Everything You Need to Know About 529 Plans
- Ep 267: The 2025 Housing Market: Trends, Changes, and What to ExpectConnect with Paul Montaperto:
- Family2Family Relocation
- The Right School Matters PodcastLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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 the benefits and potential pitfalls of retiring around age 55. We shed light on crucial aspects such as healthcare coverage before turning 65, the option of part-time work for maintaining financial stability, and the importance of understanding your company’s travel benefits after retirement.
Click HERE to download your free airline 401(k) allocation.
Related Podcast Episodes:
- Ep 259: What Pilots and Others Should Consider 5 Years Before Mandatory Retirement
- Ep 234: Pilots, Maximize Your 401(k) Contributions!
Related YouTube Videos:
- Delta Pilots - Market Based Cash Balance Plan
- Why Financial Planning is Different for PilotsLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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 investments.
Related Podcast Episodes:
- Ep 213: How do I terminate a relationship with my financial advisor?
- Ep 191: Mutual Funds vs ETFs
Related YouTube Videos:
- What is a fee-only financial advisor?
- Will AI replace financial advisors?
- How to Hire a High-Net-Worth Financial AdvisorLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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 practical strategies to overcome these challenges and set yourself up for long-term success.
Related Podcast Episodes:
- Ep 260: 10 Financial Habits That Lead to Long-Term Success
- Ep 224: Living in the Moment While Planning for the Future
- Ep 123: Estate Planning for Young Adults
Related YouTube Videos:
- What is Financial Planning?
- 6 Habits of Financially Successful PeopleLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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 Podcast Episodes:
- Ep 266: Crypto Update: SpaceX Uses Stablecoins, Trump’s Meme Coin & Altcoin ETF Filings
- Ep 261: 2025 Market Outlook: Navigating the Year AheadLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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: Everything You Need to Know About 529 Plans
- Ep 136: Financially Preparing for Your High Schooler to Go to CollegeLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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?
Related YouTube Videos:
- Common Mistakes to Avoid with Social Security Spousal BenefitsLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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, and tips for anyone planning to buy or sell a home this year.
Related Podcast Episodes:
- Ep 133: What Financial Planners Wish You Knew About Buying Your First HomeRelated YouTube Videos:
- Should I pay off my mortgage before retirement or invest?
- REITs vs Direct Real Estate InvestmentLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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 interest in altcoin ETFs, and his executive order on crypto regulations. With insights into SpaceX’s adoption of stablecoins and the future of tokenized assets, we provide a comprehensive look at where digital assets are headed.
Related Podcast Episodes:
- Ep 267: The Election Outcome Impact on Crypto, BTC ETFs, and Bitwise Files for Index Product
- Ep 261: 2025 Market Outlook: Navigating the Year AheadLearn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! -
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 contribution limits, and making the most of employer matching programs—all to help you build a secure financial future.
Related Podcast Episodes:
- Ep 232: Is the Backdoor Roth IRA Strategy Right for You?
- Ep 173: Making the Most of Your Airline 401k
Related YouTube Videos:
- Why Every Parent Should Consider a Roth IRA for Their Child
- What makes a Roth IRA better than other IRAs? Which IRA is right for me?Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening! - Mostrar mais
