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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

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

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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)

316 episodes