A Wiser Retirement®
From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom!
A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about our services, schedule a complimentary consultation to meet with one of our financial advisors: https://wiserinvestor.com/schedule/.
A Wiser Retirement®
125. Leave a Legacy of Generosity
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons CFP® are joined by Barbara Garner, Donor Services Manager at Cobb Community Foundation. Barbara was a guest on episode 73 of our podcast last year when we talked about what donor advised funds are. She is joining us to talk about leaving a legacy of generosity.
Learn more about Cobb Community Foundation's Non-Profit Bus Tours here!
Learn more about Cobb Community Connection here!
Podcast Episodes Referenced:
Episode 73: What are Donor Advised Funds?
Episode 75: A Tax Credit that Helps the Community: Georgia GOAL
YouTube Videos Referenced:
- What is a Donor Advised Fund?
- Building a Legacy Beyond Just Financial Wealth
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This podcast was produced by Wiser Wealth Management. Thanks for listening!