When people hear the phrase “generational wealth,” they often picture trust funds, Family empires, and names like Rockefeller or Kennedy. Real generational wealth is not just about leaving behind a large account balance. It is about passing down values, habits, opportunities, work ethic, and a clear understanding of how Money can support a meaningful life.
In this episode of A Wiser Retirement® Podcast, we discuss what it really takes to build generational wealth. The conversation goes beyond dollars and investments, focusing instead on how families can prepare the next generation to handle money responsibly, pursue their own goals, and carry forward a family Legacy with purpose.
Related Podcast Episodes:
Ep 304. Under the Radar: Wealth Strategies for the Quietly Rich
Ep 219. Do you have a wealth preservation plan?
Related Financial Education Videos:
Divorce Proofing Your Wealth: Beyond the Basic Prenuptial Agreement
Should I Use Wealth Management?
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!
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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.
