241. The Heart and History of Wiser Wealth Management with President, Casey Smith
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 GoalsRelated YouTube Videos:- What is flat fee financial…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.