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®
122. Succession Planning for Small Business Owners
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® are joined by Gary Bottoms, CLU, ChFC, who is Chairman and CEO of The Bottoms Group, LLC and author of Getting it Right: 10 Strategies to Avoid Regrets. Gary is also a Principal of TBX Benefit Partners, a subsidiary of The Bottoms Group. They talk about succession planning for small business owners, developing a family mission statement, having a mentor, and leaving a legacy.
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