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On this episode of A Wiser Retirement Podcast, Casey Smith, and Brad Lyons, CFP®, discuss the new year and how to set 2023 goals you can keep.
Podcast Episodes Referenced:
- Ep 61: 5 Steps to Financial Sucess in Retirement
Youtube Videos Referenced:
- Tips to Grow Your Business in the New Year
- New Years Resolutions to Be Financially Successful in 2022
Learn More:
Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.
Have questions about your financial plan? Schedule a Complimentary Consultation to 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, and the tax impact on inheritance, and more!
Stay Connected:
Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.
This podcast was produced by Wiser Wealth Management. Thanks for listening!
By Wiser Wealth Management4.8
4949 ratings
On this episode of A Wiser Retirement Podcast, Casey Smith, and Brad Lyons, CFP®, discuss the new year and how to set 2023 goals you can keep.
Podcast Episodes Referenced:
- Ep 61: 5 Steps to Financial Sucess in Retirement
Youtube Videos Referenced:
- Tips to Grow Your Business in the New Year
- New Years Resolutions to Be Financially Successful in 2022
Learn More:
Founded in 2001, Wiser Wealth Management is a fee-only fiduciary financial planning and wealth management firm helping individuals, families, and business owners make informed financial decisions.
Have questions about your financial plan? Schedule a Complimentary Consultation to 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, and the tax impact on inheritance, and more!
Stay Connected:
Follow Wiser Wealth Management on Social Media: Facebook | Instagram | LinkedIn | Twitter
Subscribe to A Wiser Retirement® YouTube Channel for more financial education videos and podcast episodes.
This podcast was produced by Wiser Wealth Management. Thanks for listening!

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