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