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?

Download Our Guide: "7 Steps to Leave a Financial Legacy"

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