On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about transferring wealth from generation to generation and go over what we've talked about on the podcast during the past quarter.
Podcast Episodes Referenced:
-Episode 117: What is Generational Wealth and How Do You Preserve It?
- Episode 121: Designing Your Portfolio to Leave a Lasting Legacy
- Episode 123: Estate Planning for Young Adults
YouTube Videos Referenced:
- The Financial Advisor’s Role in Legacy Planning
- What is Legacy Planning and Why is It Important?
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