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?
- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!
Connect With Wiser Wealth:
- Our Website
- Schedule a Free Consultation (Learn More About Wiser)
- YouTube
- Facebook
- LinkedIn
- Instagram
- Twitter
- Podcast
- Blog
This podcast was produced by Wiser Wealth Management. Thanks for listening!