It's often tricky to find the balance between living in the moment and planning for the future. On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy talk about instant vs delayed gratification, goal-setting tips, and Lifestyle perceptions of the wealthy.
Podcast Episodes Referenced:
– Ep 219: Do you have a wealth preservation plan?
– Ep 221: How to Prioritize Financial Goals
YouTube Videos Referenced:
– Retirement Planning Tool vs Working with a Financial Planner
– Meaningful Ways to Leave a Financial Legacy for Your Heirs
Blogs Referenced:
– Why You Should Work with a Fiduciary Financial Planner
Learn More about Wiser Wealth Management:
– Our website
– Schedule a complimentary consultation (learn more about our services)
– Click here to download one of our free guides that covers financial planning topics like retirement, Investing, taxes, divorce, and more!
Connect With Wiser Wealth Management:
– YouTube Channel
– Facebook
– LinkedIn
– Instagram
– Twitter
– Casey Smith's Twitter
– Podcast
– Blog
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.
