On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA®, discuss what holistic financial planning is.
Podcast Episodes Referenced:
- Ep 117: What is generational wealth and how do you preserve it
- Ep 129: How Financial Planning Looks Different in Every Decade of Your Life
Youtube Videos Referenced:
- A Financial Advisor's Role in Legacy Planning
- What is Financial Planning?
- What is a CERTIFIED FINANCIAL PLANNER™ (CFP®)?
Download Our Guide: "Your Path to a Lifetime of Financial Success"
Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog
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!
On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA®, discuss what holistic financial planning is.
Podcast Episodes Referenced:
- Ep 117: What is generational wealth and how do you preserve it
- Ep 129: How Financial Planning Looks Different in Every Decade of Your Life
Youtube Videos Referenced:
- A Financial Advisor's Role in Legacy Planning
- What is Financial Planning?
- What is a CERTIFIED FINANCIAL PLANNER™ (CFP®)?
Download Our Guide: "Your Path to a Lifetime of Financial Success"
Connect With Us:
Our Website
YouTube
Facebook
LinkedIn
Instagram
Twitter
Podcast
Blog
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!