A Wiser Retirement®

121. Designing Your Portfolio to Leave a Lasting Legacy

August 08, 2022 Wiser Wealth Management Episode 121

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about how to design your portfolio to leave a lasting legacy. They also explain the importance of an opportunity fund, real estate in your portfolio, and educating the next generation.

Podcast Episodes Mentioned:
Episode 87: Strategies to Grow and Protect Your Portfolio
Episode 102: Low Cost, Diversified, Long-Term Investing
Episode 104: An Investment Portfolio Built for Retirement


Learn More:
- Wiser Wealth Management
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- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!

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

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