A Wiser Retirement®
Many people worry about making the wrong financial decisions, especially when it comes to retirement. On A Wiser Retirement® Podcast, Casey Smith, President of Wiser Wealth Management, is joined by another financial advisor from our firm or a special guest to discuss retirement planning, tax strategies, investing, risk management, estate planning, and more. We believe financial advice should always be conflict-free, and we’re here to help you make smarter financial choices. Tune in for new episodes every week!
A Wiser Retirement®
144. Are you planting financial seeds for the next generation?
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
Learn More:
- Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how our services can help you achieve financial success.
- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!
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This podcast was produced by Wiser Wealth Management. Thanks for listening!
