241. The Heart and History of Wiser Wealth Management with President, Casey Smith

A Wiser Retirement®

Wiser Wealth Management was founded with a clear mission: to do the right thing and make a positive impact on people’s lives. Michaela Dowdy interviews Casey Smith about the history behind Wiser Wealth Management, giving listeners a chance to get to know him better. Casey shares his journey from aspiring mutual fund manager to becoming an airline pilot to founding Wiser. They discuss the importance of trust, client relationships, and long-term financial planning.
Related Podcast Episodes:
- Ep 221: How to Prioritize Financial Goals
Related YouTube Videos:
- What is flat fee financial planning?

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- Wiser Wealth Management
- 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!

Chương

1. Passion and Purpose in Finance (00:00:00)

2. Transition From Aviation to Finance (00:03:10)

3. Transition to Fee-Only Financial Firm (00:09:01)

4. Navigating Financial Choices and Mistakes (00:20:08)

5. Investment Philosophy and Market Trends (00:25:00)

6. Work-Life Balance and Financial Tips (00:36:39)

7. Aviation Inspiration and Retirement Reflection (00:46:01)