103. Your Pre-Retirement Checklist
On this episode of A Wiser Retirement Podcast, Casey Smith, Matthews Barnett, CFP®, ChFC®, CLU® and Brad Lyons, CFP® talk about the upcoming theme for Q2 2022, the importance of having a plan for retirement, and outline the five main topics they will be cover throughout the quarter. They also introduce our new guide, called "Your Pre-Retirement Checklist". You can download this free guide on our website by clicking here.Learn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners…
The skinny
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