As a new tax year begins, it brings important updates that can significantly impact your retirement and tax strategy. On this episode of the A Wiser Retirement® Podcast, we break down what’s changing in 2026, what’s staying the same, and how to make smarter decisions early in the year, before opportunities slip away.

Related Podcast Episodes:

Ep 86. Important things to Know About Taxes

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

Ep 308. The Silent Tax: How Inflation Erodes Your Retirement

Related Financial Education Videos:

Second Home Considerations: Tax Implications of Multiple Residences

How do I minimize taxes as a small business owner?

How does the lifetime gift tax exemption work?

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!

Crypto continues to be one of the most misunderstood areas of investing. In this episode of A Wiser Retirement® Podcast, we sit down with Robert Swarthout, Founder and CEO of Teton Crypto Capital, to unpack why crypto still feels confusing, what problems it’s actually trying to solve, and how regulation could shape its future.

Related Podcast Episodes:

Ep 312. Is Crypto Right for You?

Ep 306. Crypto in Your 401(k)? The Future of Retirement Investing

Ep 286. How can I evaluate crypto as a potential investment?

Other Links:

Teton Crypto Capital

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!

If someone called you today claiming your bank account was hacked, would you know exactly how to respond? In this episode of A Wiser Retirement® Podcast, we dive into the latest financial scams, how they work, and most importantly, how to protect yourself and your loved ones before real damage is done.

Related Podcast Episodes:

95. ESG: Scam or Saving the World?

Related Financial Education Video:

Social Security Workshop Scams

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!

Families navigating a special needs diagnosis often find themselves overwhelmed, emotional, and unsure where to begin. In this episode of A Wiser Retirement® Podcast, Casey Smith sits down with Meaghan Timko, Founder of Parallel and COO of Gradual Behavioral Health, to unpack what thoughtful, proactive planning really looks like for families supporting children with special needs.

Related Podcast Episodes:

Ep 210. How can I set my child up for financial success?

Ep 279. What Should Parents of Children with Disabilities Know About Estate Planning?

Related Financial Education Videos:

Why Every Parent Should Consider a Roth IRA for Their Child

How do I save money for my child's education?

Other Links:

Parallel

Gradual Behavioral Health

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!

In this episode of A Wiser Retirement® Podcast, we break down what really drove the market’s double-digit gains in 2025, from AI winners to international outperformance. We also explore what may or may not repeat in 2026 and what investors should be paying attention to now.

Related Podcast Episodes:

Ep 201. 2023 Market Recap and 2024 Market Predictions

Ep 261. 2025 Market Outlook: Navigating the Year Ahead

Related Financial Education Videos:

Market Recovery Hinges on Rapid Drop in Inflation

Are you ready for market volatility?

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!

It’s bonus season for airline pilots, and while profit-sharing payouts can be substantial, they can also disappear just as quickly without a plan. In this episode of A Wiser Retirement® Podcast, we break down how pilot bonus programs work and more importantly, how to turn those bonuses into long-term wealth instead of short-term spending.

Related Podcast Episodes:

Ep 317. Pilots Start Here

Ep 309. Financial Planning Tools for Pilots, By a Former Airline Pilot

Ep 303. Pilot’s Guide to Financial Turbulence: Planning for Medical Disabilities

Related Financial Education Videos:

New Delta Airlines Nonqualified Deferred Compensation (NQDC) Plan for Pilots

When Should Pilots File for Social Security?

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!

It’s January 5th. Your financial app chirps, “You’re on the best financial track ever!” Do you believe it? Probably not, because we’ve all seen New Year’s momentum fade fast. On this episode of the A Wiser Retirement® Podcast, we lay out 10 practical financial resolutions that are designed to actually stick, ordered from quick wins to long-term payoffs.

Related Podcast Episodes:

Ep 238. Is Instant Gratification Ruining Your Financial Goals?

Ep 200. Setting and Achieving Financial Goals in the New Year

Related Financial Education Videos:

How do I prioritize my financial goals?

Tips for Sticking to Your Financial Goals

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!

A new year is a natural reset button and a perfect time to get intentional about money. On this episode of the A Wiser Retirement® Podcast, we share how most Americans enter the year with at least one financial priority. The biggest themes are consistent: reducing debt, saving for major purchases, and planning for retirement. But turning those priorities into real progress takes more than vague resolutions. It takes clarity, structure, and a plan you can actually stick with.

Related Podcast Episodes:

Ep 238: Is Instant Gratification Ruining Your Financial Goals?

Ep 200: Setting and Achieving Financial Goals in the New Year

Related Financial Education Video:

How do I prioritize my financial goals?

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!