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 Legacy

Youtube 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 Review

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

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This podcast was produced by Wiser Wealth Management. Thanks for listening!