Shawna Theriault, CFP®, CPA, CDFA®
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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…
11 posts · theirs
Lately
355. What Are the Best Tax Strategies for High-Income Couples?
354. What Would I Do if the Stock Market Fell 30% Tomorrow?
353. Is $2 Million Enough to Retire? What about $3 Million?
352. Do You Even Need a Budget If You're Already Saving Enough?
351. How to Gift Money to Your Kids Without Tax Problems
350. Can a Pilot Retire at 55? Running the Real Numbers
349. Inheriting Money: What to Do First?
348. How Do You Build Generational Wealth?
347. If Time Were Money, Would You Be Broke?
346. Estate Planning Coordination: How Your Attorney, CPA, & Financial Advisor Work Together
345. Are You Reacting to the Headlines or Sticking to the Plan?
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