Celebrate with us as we hit an incredible milestone—our 250th podcast episode! We share some exciting updates about A Wiser Retirement® Podcast. We also reflect on our top five most popular episodes and share inspiring financial success stories from clients who have achieved financial freedom.
Related Podcast Episodes:
– Ep 173: Making the Most of Your Airline 401k
– Ep 14: Are digital currencies right for you?
– Ep 168: Everything You Need to Know About 529 Plans
– Ep 184: What it’s Like Traveling Full-Time in Retirement with the Retirement Travelers
– Ep 70: How much Money do you need to retire?
Learn More:
– Wiser Wealth Management
– Schedule a Complimentary Consultation: Discover how we 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
– A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!
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.
