A Wiser Retirement™

Are you planting financial seeds for the next generation?

January 16, 2023 Wiser Wealth Management Episode 144
A Wiser Retirement™
Are you planting financial seeds for the next generation?
Show Notes

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

- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

- Click here to schedule a consultation with one of our financial advisors.

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