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October 7th, 2024

247. Why It’s Crucial to Separate Your Business and Personal Assets

  1. 247. Why It’s Crucial to Separate Your Business and Personal Assets Wiser Wealth Management 36:40

When running a business, it's essential to maintain a clear distinction between business and personal assets. This separation is vital for liability protection, tax purposes, and enhancing professionalism. Tune in to this episode of A Wiser Retirement® Podcast as we discuss why it's important and how to implement it effectively.

Book Links:
The E-Myth Revisited by Michael E. Gerber
Marketing Made Simple by Donald Miller
Building a Story Brand by Donald Miller
Setting The Table by Danny Meyer
Traction by Gino Wickman

Related Podcast Episodes:
– Ep 207: What are the biggest struggles of a small business owner?
– Ep 276: Tips to Grow and Scale Your Small Business with Marty Paradise

Related YouTube Videos:
Asset Protection Strategies for Business Owners
New FinCEN Rule for Small Business Owners

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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