141. What is Holistic Financial Planning?
On this episode of A Wiser Retirement Podcast, Casey Smith, Brad Lyons, CFP®, and Missie Beach, CFP®, CDFA®, discuss what holistic financial planning is.Podcast Episodes Referenced:- Ep 117: What is generational wealth and how do you preserve it - Ep 129: How Financial Planning Looks Different in Every Decade of Your LifeYoutube Videos Referenced:- A Financial Advisor's Role in Legacy Planning- What is Financial Planning?- What is a CERTIFIED FINANCIAL PLANNER™ (CFP®)?Download Our Guide: "Your Path to a Lifetime of Financial Success"Connect With Us:Our…
The skinny
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