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116. Are You Striving to Leave a Purposeful Legacy?
Manage episode 333413549 series 3322284
المحتوى المقدم من Wiser Wealth Management. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Wiser Wealth Management أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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.
Learn More:
- Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we 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!
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)
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