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.
Podcast Episode Referenced:
- Ep 221: How to Prioritize Financial Goals
YouTube Videos Referenced:
- What is flat fee financial planning?

Learn More:
- Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how our services 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!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- Connect with Casey Smith on Twitter
- A Wiser Retirement® YouTube Channel
- A Wiser Retirement® Podcast
- Wiser Wealth Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!

Chapters

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)