A Wiser Retirement®
Ready to take control of your financial future? A Wiser Retirement® Podcast breaks down the strategies, insights, and real-world lessons you need to build lasting wealth and retire with confidence.
Each week, we cut through the noise to simplify complex financial topics, covering everything from smart investing and retirement strategies to practical financial planning you can actually use. You’ll hear real success stories and actionable tips designed to help you make informed decisions at every stage of life.
Whether you’re just getting started or fine-tuning your retirement plan, this podcast is your roadmap to financial freedom.
A Wiser Retirement® Podcast is produced by Wiser Wealth Management in Marietta, Georgia, where we specialize in comprehensive wealth management and financial planning services.
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A Wiser Retirement®
128. Transferring Wealth from Generation to Generation
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On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about transferring wealth from generation to generation and go over what we've talked about on the podcast during the past quarter.
Podcast Episodes Referenced:
- Episode 117: What is Generational Wealth and How Do You Preserve It?
- Episode 121: Designing Your Portfolio to Leave a Lasting Legacy
- Episode 123: Estate Planning for Young Adults
YouTube Videos Referenced:
- The Financial Advisor’s Role in Legacy Planning
- What is Legacy Planning and Why is It Important?
Learn More:
Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
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