Episode 36 - Gifting Assets

from A Thousand Miles from Wall Street Hosted by Peter Mallouk, Ryan Dryer

Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team! Important Creative Planning legal disclosure: http://bit.ly/2DC250b

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What this episode covers

Peter Mallouk and his guest, Wealth Manager and Estate Attorney Ryan Dryer, discuss the opportunities and limits of asset gifting - and a commonly held myth. Though many people yearn to be generous, their overall financial plan is an important consideration before they act. Listen as we explore these topics in the latest podcast episode.

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Episode 36 - Gifting Assets

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How long is this episode of A Thousand Miles from Wall Street?

This episode is 4 minutes long.

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This episode was published on October 6, 2019.

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