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.

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- Ep 221: How to Prioritize Financial Goals

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- What is flat fee financial planning?

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This podcast was produced by Wiser Wealth Management. Thanks for listening!