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December 16th, 2024

259. What Pilots (and Others) Should Consider 5 Years Before Mandatory Retirement

  1. 259. What Pilots (and Others) Should Consider 5 Years Before Mandatory Retirement Wiser Wealth Management 51:17

Retirement for pilots comes with its own set of challenges and opportunities, especially with the mandatory retirement age of 65. In this episode of
A Wiser Retirement® Podcast, we explore essential financial strategies and Lifestyle adjustments to help pilots (and others) navigate a seamless transition into retirement.

Other Links:
– Click here to download your free airline 401k allocation.
– Click here to use our Mortgage Payoff Calculator

Podcast Episodes Referenced:
– Ep 253: Navigating the Future of the Airline Industry
– Ep 234: Pilots, Maximize Your 401(k) Contributions!

YouTube Videos Referenced:
– Pilots, stop spending millions in 401k management fees!
– Tips for Airline Pilots Approaching Retirement

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 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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