There is a moment many families are not prepared for: when the roles begin to shift. One day, your parents are helping you make big financial decisions, and the next, you are wondering whether they need help managing their own Money. It is emotional, uncomfortable, and deeply personal, but it is also one of the most important conversations a Family can have. In this episode of A Wiser Retirement® Podcast, we unpack one of the hardest financial questions families face: when should you take over your parents’ finances?
Related Podcast Episodes:
Ep 313. How Can You Help Your Parents Plan Financially for The Future?
Ep 189. Taking Control of Finances for Your Aging Parents
Related Financial Education Videos:
What Does Retirement Look Like for Special Needs Parents?
Social Security Workshop Scams
Learn More:
– About Wiser Wealth Management
– Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
– Access Our Free Guides: Gain valuable insights on building a financial Legacy, the importance of a financial advisor for business owners, 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.
