300. Built to Last: The History and Future of Wiser Wealth Management

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!