On this episode of A Wiser Retirement™ podcast, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy, discuss the importance of having a financial plan and a checklist for year-end financial planning. 

At the end of the episode, Casey Smith is joined by Orrin "Checkmate" Hudson for a short segment. Orrin runs Be Someone, an organization that teaches young people to move with love through the game of chess. Orrin briefly shares his life story about being in a gang and how he turned his life around. He strives to help kids who are in a situation he was once in. He is hosting a free leadership training on December 22, 2023, in Atlanta. To learn more about this opportunity, click here.

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