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September 9th, 2024

242. Financial Tips for Women to Secure Their Future

  1. 242. Financial Tips for Women to Secure Their Future Wiser Wealth Management 28:52

Can financial knowledge and independence unlock a better future for women? In this episode of A Wiser Retirement® Podcast, we explore essential steps women can take to control their financial destinies. We address challenges faced by divorced women and widows, offering practical advice on making smart investment decisions instead of relying on low-yield accounts.

Discover why it’s crucial for women to be actively involved in family finances and how finding a trusted financial advisor can make all the difference. We also highlight the importance of Estate planning, with tips on creating a will, healthcare directives, and powers of attorney. Tune in to gain the knowledge and confidence to secure your financial future.

Related Podcast Episodes:
Ep 146: The Power of Life Insurance to Meet Your Family’s Goals
– Ep 120: Finding the Right Estate Planning Attorney for You
– Ep 118: What to Look for in a Financial Advisor

Related YouTube Videos:
Financial Planning Tips to Thrive in Your 40s
Should I Hire a Financial Advisor or DIY?

Learn More:
Wiser Wealth Management
Schedule a Complimentary Consultation: Discover how our services can help you achieve financial success.
Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial Legacy, post-divorce financial planning, and more!

Stay Connected:
– Social Media: Facebook | Instagram | LinkedIn | Twitter
– Connect with Casey Smith on Twitter
– A Wiser Retirement® YouTube Channel
– A Wiser Retirement® Podcast
– Wiser Wealth Blog

This podcast was produced by Wiser Wealth Management. Thanks for listening!

Casey Smith President, Wiser Wealth Management

Casey T. Smith, President of Wiser Wealth Management, started the company in 2001. Prior to starting Wiser Wealth Management, Casey worked for a brokerage firm and quickly became unhappy with the traditional brokerage commissions agenda. After seeing many financial advisors and companies acting in their own interest and not thinking about what is right for the client, he decided to create his own firm focused on what is best for the client. In June 2001, Casey became a Registered Investment Advisor and formed a fee-only financial services firm, which later became Wiser Wealth Management, Inc.

For more than 20 years, Casey has grown Wiser Wealth into a firm that is centered around client service and retention. His fee-only firm accepts fiduciary responsibility for its clients’ investments and welcomes investors of all wealth levels. In addition to financial planning and investing, Casey positioned Wiser Wealth to offer a seamless process through our network of professionals for insurance needs, tax planning and strategies, and estate planning and business legal services.

Casey earned a Bachelor of Science degree in Finance from Berry College in Rome, GA. He serves on the board of the Berry College Campbell School of Business Executive Advisory Committee and Berry College Board of Visitors.

Casey is married to his high school sweetheart Angela and they have three children. Casey is also a retired airline Captain and still enjoys flying and playing golf in his spare time.

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