224. Living in the Moment While Planning for the Future

It's often tricky to find the balance between living in the moment and planning for the future. On this episode of A Wiser Retirement™, Casey Smith, Missie Beach, CFP®, CDFA®, and Michaela Dowdy talk about instant vs delayed gratification, goal-setting tips, and lifestyle perceptions of the wealthy.

Podcast Episodes Referenced:
- Ep 219: Do you have a wealth preservation plan?
- Ep 221: How to Prioritize Financial Goals

YouTube Videos Referenced:
- Retirement Planning Tool vs Working with a Financial Planner
- Meaningful Ways to Leave a Financial Legacy for Your Heirs

Blogs Referenced:
- Why You Should Work with a Fiduciary Financial Planner

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!