144. Are you planting financial seeds for the next generation?
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 LegacyYoutube 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 ReviewLearn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary…
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