219. Do you have a wealth preservation plan?

A Wiser Retirement®

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:
- Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial success.
- Access Our Free Guides: Gain valuable insights on topics such as why most financial plans fail, how to leave a financial legacy, post-divorce financial planning, and more!
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This podcast was produced by Wiser Wealth Management. Thanks for listening!

Capítulos

1. Preserving Family Wealth Through Financial Planning (00:00:00)

2. Importance of Financial Planning and Diversification (00:03:32)

3. Wealth Preservation Strategies (00:16:47)

4. Tax Planning Strategies for Wealth Preservation (00:23:04)

5. Estate Planning and Wealth Protection (00:30:57)