121. Designing Your Portfolio to Leave a Lasting Legacy
On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about how to design your portfolio to leave a lasting legacy. They also explain the importance of an opportunity fund, real estate in your portfolio, and educating the next generation.Podcast Episodes Mentioned:Episode 87: Strategies to Grow and Protect Your PortfolioEpisode 102: Low Cost, Diversified, Long-Term InvestingEpisode 104: An Investment Portfolio Built for RetirementLearn More:Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping…
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