A Wiser Retirement®
From retirement strategies to investing tips and financial planning guidance, our goal is to empower you with the knowledge you need to make smart financial decisions. Join us every week as we simplify complex financial topics, share real-life success stories, and guide you on your journey to financial freedom!
A Wiser Retirement® Podcast is produced by Wiser Wealth Management, based in Marietta, Georgia. We specialize in Wealth Management and Flat Fee Financial Planning. To learn more about our services, schedule a complimentary consultation to meet with one of our financial advisors: https://wiserinvestor.com/schedule/.
A Wiser Retirement®
144. Are you planting financial seeds for the next generation?
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On this episode of A Wiser Retirement Podcast, Casey Smith, and Missie Beach, CFP®, CDFA®, discuss what goes into planting financial seeds for the next generation.
Podcast Episodes Referenced:
- Ep 128: Transferring Wealth from Generation to Generation
- Ep 121: Designing Your Portfolio to Leave a Lasting Legacy
Youtube Videos Referenced:
- What is Legacy Planning and Why is it Important?
- A Financial Advisor's Role in Legacy Planning
- Greenlight Debit Card for Kids 2022 Update
- Greenlight Debit Card for Kids Honest Review
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- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!
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This podcast was produced by Wiser Wealth Management. Thanks for listening!