Intentional Giving: Framing Your Charitable Goals, Ep #188

As you plan to live your ideal retirement, you may want to share your good fortune with others who are less fortunate. 🎥 See a video recap here Giving is incentivized through the tax code, so being charitably inclined can also help to reduce your tax liability. In retirement, there are many ways to map out your charitable giving to take full advantage of the tax benefits. This is why, we discuss ways to capitalize on those opportunities while meeting your charitable goals. Listen in to learn how to enhance your today and enrich your tomorrow while giving intentionally. What You'll Learn In This Episode [0:49] Common charitable goals [2:37] Time talent and treasure [5:27] Mikey and Minnie's case study [11:36] Donald and Daisy's case study [19:13] Be intentional about your giving [21:10] Today's progress principle ***** 📬 Tips each month to help you reach your Ideal Retirement. Subscribe to the Financial Symmetry newsletter and receive a free Mega-backdoor Roth guide. 📰 See the full show notes here 🎯 Subscribe to not miss future episodes here