Do you have a wealth preservation plan?

English - April 29, 2024 08:00 - 41 minutes - 28.3 MB
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On this episode of A Wiser Retirement™, Casey Smith is joined by Missie Beach, CFP®, CDFA®, to discuss wealth preservation plans and various asset protection strategies. Wealth preservation is more than just preparing for retirement; it involves a strategic approach to safeguarding your assets for future generations while maintaining a comfortable lifestyle today.

Related Podcast Episodes:
- Ep 145: Dying without Estate Planning: Do you hate your family?
- Ep 175: Passing Down Generational Wealth

Related YouTube Videos:
- Prevent Family Conflict with Legacy Planning
- Using an Online Estate Planning Service vs Using a Local Attorney
- Meaningful Ways to Leave a Financial Legacy for Your Heirs

Related Blog:
- Legacy Planning vs Estate Planning: Understanding the Difference

Learn More about Wiser Wealth Management:
- Our website
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- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

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