What steps should you take in your 20s and 30s to build sustainable wealth? In this episode of A Wiser Retirement® Podcast, we break down the key financial habits that can pave the way for lifelong Security. Young adults today face unique financial hurdles such as rising living costs, student loan debt, and credit cards. Tune in as we share practical strategies to overcome these challenges and set yourself up for long-term success.
Related Podcast Episodes:
– Ep 260: 10 Financial Habits That Lead to Long-Term Success
– Ep 224: Living in the Moment While Planning for the Future
– Ep 123: Estate Planning for Young Adults
Related YouTube Videos:
– What is Financial Planning?
– 6 Habits of Financially Successful People
Learn More:
– About Wiser Wealth Management
– Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.
– 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.
