137. Financial Planning in Your 50s

11/28/22 • 21 min

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® discuss financial planning in your 50s, and why you shouldn't get spooked in volatile markets.
Podcast Episodes Referenced:
- Episode 129: How Financial Planning Looks Different in Every Decade of Your Life
- Episode 115: What Could Happen if You Don’t Prepare for Retirement
Youtube Videos Referenced:
- 4 Steps to Get Financially Organized Before Retirement
- What is Legacy Planning and Why is it Important

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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- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

Previous Episode

136. Financially Preparing for Your High-Schooler to go to College

On this episode of A Wiser Retirement Podcast, Casey Smith and Missie Beach, CFP®, CDFA® discuss financially preparing for your high-schooler to go to college and the importance of being prepared.
Podcast Episodes Referenced:
- Episode 10: College Saving Tips
- Episode 34: College Admissions 101: How to Prepare Your Student for College
- Episode 131: Money Management Tips for Recent College Graduates

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!

Next Episode

138. Making Your Business Less Dependent on You

On this episode of A Wiser Retirement Podcast, Casey Smith is joined by special guests Robert Swarthout of Teton Crypto Capitol and Marty Paradise of Paradise Business Coaching. They will discuss the ins and outs of making your business less dependent on you.
Podcast Episodes Referenced:
- Episode 122: Succession Planning for Small Business Owners
- Episode 83: Commonly Missed Tax Deductions for Business Owners
- Episode 104: An Investment Portfolio Built for Retirement
Youtube Videos Referenced:
- Ways Businesses Can Reduce Taxes and Plan for the Future
- Business Owners: Don’t Stop Learning, Keep Dreaming

Stay Connected:
- Social Media: Facebook | Instagram | LinkedIn | Twitter
- A Wiser Retirement® YouTube Channel
This podcast was produced by Wiser Wealth Management. Thanks for listening!