A Wiser Retirement®

123. Estate Planning for Young Adults


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On this episode of A Wiser Retirement Podcast, Casey Smith is joined by Nick Rosenbauer, Estate Planning Attorney. Nick is founder of The Rosenbauer Law Office, LLC in West Chester, Ohio. Nick is also the host of the Complete Estate Planning podcast. They talk about the importance of a power of attorney, guardianship, privacy for young adults, and estate planning for crypto investors. They also explain the importance of having a master list for your passwords.

Click here to schedule a consultation with one of our financial planners.

Podcast Episodes Referenced:
Episode 120: Finding the Right Estate Planning Attorney for You
Episode 116: Are you striving to leave a purposeful legacy?

YouTube Videos Referenced:
The Financial Advisors Role in Legacy Planning
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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This podcast was produced by Wiser Wealth Management. Thanks for listening!

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A Wiser Retirement®By Wiser Wealth Management

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