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300. Built to Last: The History and Future of Wiser Wealth Management
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In this episode of A Wiser Retirement® Podcast, we celebrate hitting a major milestone, 300 episodes! In this special episode, President Casey Smith and Senior Financial Advisor Shawna Theriault, CFP®, CPA, CDFA®, reflect on the history of Wiser Wealth Management, the growth of the podcast, and the firm’s mission to provide real, relationship-driven financial planning.
Related Podcast Episodes:
- Ep 251: Shawna Theriault's Road to Becoming a Financial Advisor
- Ep 241: The Heart and History of Wiser Wealth Management with President Casey Smith
- Ep 173: Making the Most of Your Airline 401(k)
- Ep 168: Everything You Need to Know About 529 Plans
- Ep 184: What It’s Like Traveling Full Time in Retirement with the Retirement Travelers
Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!
Chapters
1. Celebrating 300 Episodes (00:00:00)
2. The Origin of Wiser's Podcast (00:09:05)
3. Most Popular Episodes (00:17:15)
4. Wiser's Client Philosophy (00:25:34)
5. Memorable Client Stories (00:34:15)
6. Growth Vision and Future Plans (00:43:28)
306 episodes
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