We’ve got a mailbag edition of the show for you today! One of our listeners, Diane, asks how to approach charitable gifting, as it’s something she’s never been involved with before. Tad, Toni, and Tyler share their experiences with various charities and share some insights on efficient tax strategies for charitable gifting.
Then, another listener asks if they should invest the money they make from selling their paid-off house and downsizing to a cheaper condo in the stock market. The Hill family shares some important factors to keep in mind when determining the right course of action.
For this week’s “something personal” segment, the hosts discuss the mentors who have guided them throughout their lives.
Here’s what we discuss in today’s show:
Key Takeaway
“We can help you figure out tax-efficient ways to do more charitable giving... We've got a lot of experience with it.”
We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio
We’ve got a mailbag edition of the show for you today! One of our listeners, Diane, asks how to approach charitable gifting, as it’s something she’s never been involved with before. Tad, Toni, and Tyler share their experiences with various charities and share some insights on efficient tax strategies for charitable gifting.
Then, another listener asks if they should invest the money they make from selling their paid-off house and downsizing to a cheaper condo in the stock market. The Hill family shares some important factors to keep in mind when determining the right course of action.
For this week’s “something personal” segment, the hosts discuss the mentors who have guided them throughout their lives.
Here’s what we discuss in today’s show:
Key Takeaway
“We can help you figure out tax-efficient ways to do more charitable giving... We've got a lot of experience with it.”
We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006
Listen to more content:
https://www.askfreedomfinancial.com/in-the-media/#radio