Do you have a wealth preservation plan?

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 (https://youtu.be/tCSuKX8Ss0c)
– Using an Online Estate Planning Service vs Using a Local Attorney (https://youtu.be/Z57uZVQIL9U)
– Meaningful Ways to Leave a Financial Legacy for Your Heirs (https://youtu.be/R0jePDEysJ4)

Related Blog:
– Legacy Planning vs Estate Planning: Understanding the Difference (https://wiserinvestor.com/legacy-planning-vs-estate-planning-understanding-the-difference/)

– Click here (https://wiserinvestor.com/guides/) to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

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