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December 30th, 2024

260. 10 Financial Habits That Lead to Long-Term Success

  1. 260. 10 Financial Habits That Lead to Long-Term Success Wiser Wealth Management 41:47

In this episode of A Wiser Retirement® Podcast, we discuss 10 financial habits to help you take control of your finances, from setting a clear vision and building a budget to avoiding debt and maximizing employer benefits. Learn practical strategies to automate your savings, build an emergency fund, and align your spending with your long-term goals. Whether you're just starting out or looking to fine-tune your financial habits, this episode has actionable advice to help you stay on track.

Related Podcast Episodes:
– Ep 238: Is Instant Gratification Ruining Your Financial Goals?
– Ep 221: How to Prioritize Financial Goals
– Ep 200: Setting and Achieving Financial Goals in the New Year

Related YouTube Videos:
Tips for Sticking to Your Financial Goals
6 Habits of Financially Successful People

Learn More:
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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!

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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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