A Wiser Retirement®
Many people worry about making the wrong financial decisions, especially when it comes to retirement. On A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management, is joined by another financial advisor from our firm or a special guest to discuss retirement planning, tax strategies, investing, risk management, estate planning, and more. We believe financial advice should always be conflict-free, and we’re here to help you make smarter financial choices. Tune in for new episodes every week!
A Wiser Retirement®
121. Designing Your Portfolio to Leave a Lasting Legacy
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
- Schedule a Complimentary Consultation: Discover how our services can help you achieve financial success.
- 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!
