121. Designing Your Portfolio to Leave a Lasting Legacy

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about how to design your portfolio to leave a lasting legacy. They also explain the importance of an opportunity fund, real estate in your portfolio, and educating the next generation.

Podcast Episodes Mentioned:
Episode 87: Strategies to Grow and Protect Your Portfolio
Episode 102: Low Cost, Diversified, Long-Term Investing
Episode 104: An Investment Portfolio Built for Retirement

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- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!