224. Living in the Moment While Planning for the Future
Episode description
It's often tricky to find the balance between living in the moment and planning for the future. On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy talk about instant vs delayed gratification, goal-setting tips, and lifestyle perceptions of the wealthy.
Podcast Episodes Referenced:
- Ep 219: Do you have a wealth preservation plan?
- Ep 221: How to Prioritize Financial Goals
YouTube Videos Referenced:
- Retirement Planning Tool vs Working with a Financial Planner
- Meaningful Ways to Leave a Financial Legacy for Your Heirs
Blogs Referenced:
- Why You Should Work with a Fiduciary Financial Planner
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!