On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons CFP® are joined by Barbara Garner, Donor Services Manager at Cobb Community Foundation. Barbara was a guest on episode 73 of our podcast last year when we talked about what donor advised funds are. She is joining us to talk about leaving a legacy of generosity.

Learn more about Cobb Community Foundation's Non-Profit Bus Tours here!
Learn more about Cobb Community Connection here!

Podcast Episodes Referenced:
Episode 73: What are Donor Advised Funds? 
Episode 75: A Tax Credit that Helps the Community: Georgia GOAL

YouTube Videos Referenced:
- What is a Donor Advised Fund?
- Building a Legacy Beyond Just Financial Wealth

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. We are local to Atlanta, but can meet with you virtually from wherever you are. 

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 ...

On this episode of A Wiser Retirement Podcast, Casey Smith kicks off the episode by introducing Jared Knox, a local artist from Marietta, Georgia. He painted the new artwork of the bear and the bull that we have hanging in the background of our podcast every week. Jared's art can be found in DK Gallery down the street from our office in Marietta Square. On the rest of the episode, Casey is joined by Michaela Dowdy, Financial Planning Associate at Wiser Wealth Management and Jason Waters, CFP®, Financial Planner and Marietta School Board Member. They explain the importance of financial literacy for everyone.

Podcast Episodes Referenced:
Episode 46: Financial Terms Everyone Should Know
Episode 54: Hiring the Right Financial Advisor

Dave Ramsey Courses:

• For Kids: Financial Peace Jr
• For High Schoolers: Foundations in Personal Finance
• For Adults: Financial Peace University

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. We are local to Atlanta, but can meet with you virtually from wherever you are. 

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 ...

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:

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. We are local to Atlanta, but can meet with you virtually from wherever you are. 

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 ...

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® are joined by Gary Bottoms, CLU, ChFC, who is Chairman and CEO of The Bottoms Group, LLC and author of Getting it Right: 10 Strategies to Avoid Regrets. Gary is also a Principal of TBX Benefit Partners, a subsidiary of The Bottoms Group. They talk about succession planning for small business owners, developing a family mission statement, having a mentor, and leaving a legacy.

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. We are local to Atlanta, but can meet with you virtually from wherever you are. 

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 ...

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® talk about how to design your portfolio to leave a lasting legacy. They also explain the importance of an opportunity fund, real estate in your portfolio, and educating the next generation.

Podcast Episodes Mentioned:
Episode 87: Strategies to Grow and Protect Your Portfolio
Episode 102: Low Cost, Diversified, Long-Term Investing
Episode 104: An Investment Portfolio Built for Retirement

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. We are local to Atlanta, but can meet with you virtually from wherever you are. 

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 ...

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® are joined by Doug Butler who is an Attorney at Moore Ingram Johnson and Steele. Doug is a partner within the firm’s Corporate and Transactional, Insurance Regulatory, and Self-Insured/Captive Insurance Departments. They talk about how to find the right estate planning attorney for you.

Podcast Episodes Mentioned:
Episode 116: Are You Striving to Leave a Purposeful Legacy?
Episode 117: What is Generational Wealth and How Do You Preserve It? With James E. Hughes Jr.

Learn more about Doug Butler.

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. We are local to Atlanta, but can meet with you virtually from wherever you are. 

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 ...

On this episode of A Wiser Retirement Podcast, Casey Smith and is joined by guest, Jordan Sute, CPA, from Sute CPAs. Jordan has been a guest on our podcast many times now. They talk about how to choose a certified public accountant (CPA) to meet your estate planning needs. They also explain why a CPA is important, what to look for in a CPA, some red flags, and how a CPA can be beneficial to your team. 

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. We are local to Atlanta, but can meet with you virtually from wherever you are. 

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 ...

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:

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. We are local to Atlanta, but can meet with you virtually from wherever you are. 

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 ...

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® introduce a special guest, James E. Hughes, Jr., author of Family Wealth: Keeping it in the Family. Hughes talks about how to create a family covenant, the hierarchy of a covenant, the Rockefeller legacy story, and how to structure a team that will work in your best interest. He also discusses some main points from his book, Family Wealth: Keeping it in the Family.

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. We are local to Atlanta, but can meet with you virtually from wherever you are. 

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 ...

On this episode of A Wiser Retirement Podcast, Casey Smith and Brad Lyons, CFP® kick off the new season of the podcast by explaining what it takes to leave a purposeful financial legacy. It is important to plan ahead of time in order to leave the legacy you wish to leave for the next generation.

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. We are local to Atlanta, but can meet with you virtually from wherever you are. 

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 ...