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July 1st, 2024

What Can and Can't be Included in a Prenup

  1. What Can and Can't be Included in a Prenup Wiser Wealth Management 45:46

In this episode of A Wiser Retirement®, Casey Smith and Missie Beach, CFP®, CDFA®, talk with Leslie O'Neal, a Family Law Attorney and Partner at O'Dell and O'Neal in Marietta, GA. They discuss why prenups are important for everyone, especially in second marriages, and how they act as practical life planning tools like insurance. The conversation covers the need for legal drafting of prenups, the challenges across state lines, and essential tips for anyone getting married.

Related Podcast Episodes:
Ep 183: How to Avoid Financial Conflict in Marriage
– Ep 160: How Finances Affect Divorce

Related YouTube Videos:
What is a Certified Divorce Financial Analyst®?
Can joint bank accounts prevent marital conflict?

Related Blogs:
How to Differentiate between Marital and Non-Marital Assets

Learn More about Wiser Wealth Management:
Our website
Schedule a complimentary consultation to learn more about our flat fee financial planning and wealth management services.
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!

Connect With Wiser Wealth Management:
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Casey Smith's Twitter
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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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