Wiser Wealth Management, Inc

10/19/2026

A bigger captain’s paycheck doesn’t answer one question: When can you afford to stop flying? ✈️ Your retirement target starts with what you spend, not what you earn. Listen to the full episode of A Wiser Retirement® Podcast to hear what pilots should evaluate at 40, 50, and 60. https://www.buzzsprout.com/1941879/episodes/19918951

You know how many years remain until your final flight. But do you know whether your savings can support what comes next? For airline pilots approaching 40, 50, or 60, a bigger paycheck or a growing 401(k) balance tells only part of the story. You...

10/16/2026

A VA loan lets qualified military buyers purchase a home with zero down, but what happens when the next PCS orders arrive? Before you commit, consider whether you could afford to sell the house or manage it as a rental. Watch the full video where Financial Advisor Michaela Dowdy, CFP®, CBDA breaks down the costs and questions military homebuyers should work through before closing.

10/16/2026

Happy National Boss's Day to our fearless leader, Casey Smith!

Casey is devoted to his family, his clients, and every member of our team. Whatever the challenge, he's always willing to do whatever it takes, and he leads by example every single day.

Casey, we're grateful to do business and life with you. Thank you for everything you do for the Wiser Wealth Management family!

10/15/2026

Your children can inherit your wealth, and still fight over it.

Equal shares, a large lump sum, or joint ownership of the vacation home may sound simple. But how will those decisions play out in your family?

Listen to the full podcast for more on planning an inheritance with your children’s circumstances in mind: https://www.buzzsprout.com/1941879/episodes/19895707

10/14/2026

Inherited investments can leave you wondering what to keep, what to sell, and where to begin. Read our latest blog post by Financial Planning Associate Caroline Vansant, to learn about inherited brokerage accounts, step up in cost basis, and aligning an inheritance with your financial goals. https://wiserinvestor.com/what-to-do-with-inherited-brokerage-account/

Receiving an inheritance can be emotionally and financially complex. While you are dealing with grief and the loss of a loved one, you are also faced with

10/13/2026

Parents: Should the person raising your kids, also manage their inheritance? Naming the same person as guardian and trustee in your estate plan can add responsibility and create gray areas.

For more info, listen to the full podcast to learn more: https://www.buzzsprout.com/1941879/episodes/19895707

10/13/2026

“So, what do you do?”

We asked Financial Advisor Michaela Dowdy, CFP®, CBDA, how she explains her role when someone asks at an event. Her answer:

She comes alongside individuals and families to make their dreams a reality through financial planning. By building clear, custom roadmaps, she helps strip away the anxiety around money so her clients can focus on living their lives with confidence.

Have a question for our advisors? Drop it in the comments or send us a DM. It might be featured in our next Ask Wiser.

10/12/2026

One child gets years of financial help, then all three inherit equally, does that feel fair? An equal split can leave very different expectations unresolved. Listen to hear why “they’ll understand” deserves a closer look before it becomes the family’s inheritance plan. https://www.buzzsprout.com/1941879/episodes/19895707

“Leave everything equally to the kids” sounds straightforward until the inheritance includes a vacation home nobody agrees on, retirement accounts with tax consequences, or years of financial help that one sibling receives and another does not. Th...

10/12/2026

Ten years of Tiffany! 🎉

Today, we’re celebrating Tiffany Spino, our Director of Client Services, and her 10-year anniversary with Wiser Wealth Management!

Tiffany, thank you for the care and dedication you bring to our clients and our team. You’ve been part of so many moments in Wiser’s story, and we’re grateful to celebrate this milestone with you.

Join us in wishing Tiffany a happy Wiser anniversary!

10/09/2026

Your investment portfolio is one piece of the pie, so who’s looking at the rest? The letters after an advisor’s name offer clues about their training, but the scope of their work deserves a closer look. Watch the full video as Shawna Theriault, CFP®, CPA, CDFA®, explains what those credentials tell you and what you still need to ask. https://youtu.be/0CMOPVqhVv8