Are You Striving to Leave a Purposeful Legacy?

A Wiser Retirement®

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® kick off the new season of the podcast by explaining what it takes to leave a purposeful financial legacy. It is important to plan ahead of time in order to leave the legacy you wish to leave for the next generation.

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

فصول

1. Intro (00:00:00)

2. Design Your Legacy (00:08:13)

3. Mentoring the Next Generation (00:15:30)

4. Assemble the Right Team (00:21:09)

5. Build an Investment Strategy (00:26:24)

6. What is Estate Planning? (00:28:58)

7. Financial Education (00:31:14)

8. Give Back to the Community (00:41:38)

9. Protect Your Financial Legacy (00:45:00)