128. Transferring Wealth from Generation to Generation
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about transferring wealth from generation to generation and go over what we've talked about on the podcast during the past quarter.Podcast Episodes Referenced:- Episode 117: What is Generational Wealth and How Do You Preserve It?- Episode 121: Designing Your Portfolio to Leave a Lasting Legacy- Episode 123: Estate Planning for Young AdultsYouTube Videos Referenced:- The Financial Advisor’s Role in Legacy Planning- What is Legacy Planning and Why is It Important?Learn More:Founded in 2001, Wiser Wealth…
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