Ep 5 Portfolio Talks - Estate Planning & Charitable Donations

from Portfolio Talks · host Vishal Gill and Tyson Nagasaka

In this episode of Portfolio Talks, the Vishal, Mike & Tyson discuss personal finance topics such as estate planning, the effects of divorce, job loss, illness, and aging on financial decisions. They also share insights about reverse mortgages, charitable donations, and the impact of mental health on money management. The discussion extends to the importance of community involvement through charity events, with a focus on their recent golf tournament supporting the Fraser Valley Healthcare Foundation. They emphasize the importance of financial planning and proactive discussions about money within families. Want more info? : Portfolio Planning & Home Happy Team

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This episode is 45 minutes long.

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This episode was published on December 25, 2024.

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