165. 5 Principles of Successful Investing

A Wiser Retirement®

May 29, 2023•47 min•Ep. 165

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Episode description

On this episode of A Wiser Retirement™ Podcast, Casey Smith and Brad Lyons, CFP® discuss 5 principles of successful investing. These principles should help you succeed in any season of life and through differing economic and political circumstances.

Podcast Episodes Referenced:
- Ep 154: Investing Through Times of Fear
- Ep 121: Designing Your Portfolio to Leave a Lasting Legacy

YouTube Videos Referenced:
- Two Bucket Investing Strategy: Income Strategy vs Total Return
- What is the Number One Rule in Investing?

Learn More:
- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more!

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

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