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®
219. Do you have a wealth preservation plan?
On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to discuss wealth preservation plans and various asset protection strategies. Wealth preservation is more than just preparing for retirement; it involves a strategic approach to safeguarding your assets for future generations while maintaining a comfortable lifestyle today.
Related Podcast Episodes:
- Ep 145: Dying without Estate Planning: Do you hate your family?
- Ep 175: Passing Down Generational Wealth
Related YouTube Videos:
- Prevent Family Conflict with Legacy Planning
- Using an Online Estate Planning Service vs Using a Local Attorney
- Meaningful Ways to Leave a Financial Legacy for Your Heirs
Related Blog:
- Legacy Planning vs Estate Planning: Understanding the Difference
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- About Wiser Wealth Management
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This podcast was produced by Wiser Wealth Management. Thanks for listening!