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July 22nd, 2024

Pilots, Maximize Your 401(k) Contributions!

  1. Pilots, Maximize Your 401(k) Contributions! Wiser Wealth Management 46:32

Are you maximizing the full potential of your 401k as a pilot? On this episode of A Wiser Retirement® Podcast, Casey Smith and Missie Beach, CFP®, CDFA® talk about why airline pilots should maximize their 401(k) contributions. They explore the complexities and risks of Real Estate investments, superfunding your 401k, and tax benefits to keep in mind.

Click HERE to download your free airline 401k allocation.

Podcast Episodes Referenced:
– Ep 173: Making the Most of Your Airline 401k
– Ep 194: Delta, American & United: Who's Got the Best Pilot Retirement Offering

YouTube Videos Referenced:
– Delta Pilots – Market Based Cash Balance Plan
Pilots, stop spending millions in 401k management fees!

Learn More about Wiser Wealth Management:
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Download one of our free guides on topics like the top reasons most financial plans fail, post-divorce financial planning checklist, why they keep trying to sell you that annuity, and many 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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