A Wiser Retirement™

Financial Planning in Your 40s

November 07, 2022 Wiser Wealth Management Episode 134
Financial Planning in Your 40s
A Wiser Retirement™
More Info
A Wiser Retirement™
Financial Planning in Your 40s
Nov 07, 2022 Episode 134
Wiser Wealth Management

On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA® discuss financial planning in your 40s, financial mistakes, and ways to start preparing yourself for retirement.

Podcast Episodes Referenced:
- Episode 129: How Financial Planning Looks Different in Every Decade of Your Life
- Episode 124: Financial Literacy is Vital... for Everyone!
- Episode 106: Create a Cash Flow Strategy for Retirement

YouTube Videos Referenced:
- Using an Online Estate Planning Service vs Using a Local Attorney
- How to Be a Long Term Investor
- Financial Planning- Saving for Retirement Early and Eliminating Debt

Learn More about Wiser Wealth Management:
- Our website
- Schedule a complimentary consultation (learn more about our services)
- 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 Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog

This podcast was produced by Wiser Wealth Management. Thanks for listening!

Show Notes

On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA® discuss financial planning in your 40s, financial mistakes, and ways to start preparing yourself for retirement.

Podcast Episodes Referenced:
- Episode 129: How Financial Planning Looks Different in Every Decade of Your Life
- Episode 124: Financial Literacy is Vital... for Everyone!
- Episode 106: Create a Cash Flow Strategy for Retirement

YouTube Videos Referenced:
- Using an Online Estate Planning Service vs Using a Local Attorney
- How to Be a Long Term Investor
- Financial Planning- Saving for Retirement Early and Eliminating Debt

Learn More about Wiser Wealth Management:
- Our website
- Schedule a complimentary consultation (learn more about our services)
- 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 Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog

This podcast was produced by Wiser Wealth Management. Thanks for listening!