38 min

What to Look For in a Financial Advisor A Wiser Retirement™

    • Investing

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about what to look for in a financial advisor when building a legacy plan. It’s important to understand that your advisor should be working in the client’s best interest, and not selling products. They also give us an update on current inflation numbers for the last year and tips for how investors should be approaching the situation. 
Learn More about Wiser Wealth Management:
- Our website
- Schedule a complimentary consultation (learn more about our services)
- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

Connect With Wiser Wealth Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog

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

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about what to look for in a financial advisor when building a legacy plan. It’s important to understand that your advisor should be working in the client’s best interest, and not selling products. They also give us an update on current inflation numbers for the last year and tips for how investors should be approaching the situation. 
Learn More about Wiser Wealth Management:
- Our website
- Schedule a complimentary consultation (learn more about our services)
- Click here to download one of our free guides that covers financial planning topics like retirement, investing, taxes, divorce, and more!

Connect With Wiser Wealth Management:
- YouTube Channel
- Facebook
- LinkedIn
- Instagram
- Twitter
- Casey Smith's Twitter
- Podcast
- Blog

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

38 min