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304. Under the Radar: Wealth Strategies for the Quietly Rich
Manage episode 507694423 series 3322284
In this episode of A Wiser Retirement® Podcast, Casey Smith and William Medcalf, CFP® dive into what it really means to be “quietly rich” and how smart habits, not flashy spending lay the foundation for financial independence.
Related Podcast Episodes:
- Ep 73: Leave a Legacy of Generosity
- Ep 260: 10 Financial Habits That Lead to Long Term Success
Related YouTube Videos:
- Pitfalls of Living Rich but Not Building Wealth
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!
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
Chapters
1. Introduction to Quiet Wealth Building (00:00:00)
2. Car Troubles and Financial Mindsets (00:05:53)
3. Core Traits of the Quietly Rich (00:16:03)
4. Smart Wealth Protection Strategies (00:26:07)
5. Tax Planning and Investment Approaches (00:33:35)
6. Teaching Next Generations and Action Items (00:39:11)
305 episodes
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