A Wiser Retirement®

Casey Smith

Booking Overview

A weekly personal-finance and retirement-planning show that primarily features host-led educational episodes, with occasional external subject-matter experts in areas such as estate law and cryptocurrency. Credible pitch candidates include CFPs, tax and estate-planning attorneys, retirement specialists, and executives with clear expertise in investment or financial regulation; booking difficulty is likely low because the show features accessible professional experts rather than highly prominent public figures.

Metrics

Episodes: 361

Frequency: Weekly

Rating: 4.9/5.0

Estimated listeners: 1k-10k

Gender skew: Neutral

Location: USA

YouTube: 2.2k subscribers

Instagram: 301 followers

Contact Information

Publicly listed emails

marketing@wiserinvestor.com

education@wiserinvestor.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

Host

Casey Smith - Host of A Wiser Retirement Podcast and financial professional at Wiser Wealth Management, covering retirement planning, investing, taxes, debt, and wealth management.

Booking Intelligence

Booking Requirements

low

Typical Credentials:

Practicing attorneys, financial professionals, and executives with specialized expertise in estate planning, taxation, retirement, investments, cryptocurrency, or related financial topics.

Required Achievements:

Recent Guest Discussions

Arun Gupta - Estate Planning For Blended Families, Asset Ownership, Beneficiary Designations, Trusts, Financial Powers Of Attorney, And Coordinating Family Wealth Plans.

Robert Swarthout - U.s. Cryptocurrency Regulation, The CLARITY Act, SEC And CFTC Oversight, Regulatory Uncertainty, And Blockchain Applications Beyond Individual Coin Trading.

Recent Topics

Finance, Retirement Planning, Wealth Management, Estate Planning, Tax Planning

Episodes

Here's the recent few episodes on

A Wiser Retirement®

361. How Does ChatGPT Manage Investments?

October 04, 2026

ChatGPT can explain what is in a portfolio, spot funds that overlap, and help you ask better questions about investment costs. But what happens when you ask it specifically about what to do with your retirement savings?In this episode of A Wiser Retirement® Podcast, Casey Smith and Financial Advisor William Medcalf, CFP®, CBDA discuss how ChatGPT handles an investment question, what changes when it receives more details, and where its analysis still needs human judgment.Related Podcast Episod...

360. What If One Spouse Wants to Retire, and the Other Doesn't?

September 27, 2026

Retirement does not always happen on the same timeline for both spouses. One person may feel burned out and ready to leave a demanding career, while the other still enjoys working. That difference affects more than a retirement date, it can reshape household cash flow, healthcare coverage, taxes, Social Security decisions, and the way a couple imagines life together.In this episode of A Wiser Retirement® Podcast, we discuss what happens when one spouse wants to retire while the other continue...

359. Estate Planning for Blended Families: What Most People Get Wrong

September 20, 2026

Estate planning for a blended family is rarely as simple as deciding who receives each asset. The harder questions involve timing, control, changing relationships, and what happens after one spouse dies. A plan may look complete on paper while leaving room for outcomes no one intended.In this episode of A Wiser Retirement® Podcast, Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA®, and Estate Planning Attorney Arun Gupta, discuss estate planning for blended families. They explore ho...

Publicly listed emails

marketing@wiserinvestor.com

education@wiserinvestor.com

Looking for the right person? Join Podseeker to find direct host and producer contacts and manage your podcast outreach.

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