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September 23rd, 2024

244. Financial Steps to Take After the Loss of a Loved One

  1. 244. Financial Steps to Take After the Loss of a Loved One Wiser Wealth Management 24:21

Managing a loved one's estate can be overwhelming. How do you ensure you're not missing critical steps? Join us on this episode of A Wiser Retirement® Podcast as we walk you through the financial steps to take after the loss of a loved one. We also stress the importance of preparing your own affairs to spare future generations the hassle and potential legal headaches.

Related Podcast Episodes:

– Ep 146: The Power of Life Insurance to Meet Your Family’s Goals
– Ep 233: How Second Marriages and Blended Families Impact Estate Planning

Related YouTube Videos:
New 2024 Rules for Transfer on Death Deeds in Georgia
Why You Should Always Have Contingent Beneficiaries on Your Retirement Accounts

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
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– 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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