What year-end financial strategies can help set me up for success? episode artwork

EPISODE · Nov 26, 2024 · 17 MIN

What year-end financial strategies can help set me up for success?

from Matters Beyond Wealth · host mattersbeyondwealthrbc

See how charitable giving, financial planning, and estate planning all come to the forefront at this time of year.  To discuss this topic, Leanne is joined by Howard Kabot, vice president of Financial Planning with Family Office Services team at RBC Wealth Management. Related episodes:  What if I leave my Will to the last minute? Why making a Will is choosing caring over chaos Is your cross-border property in your estate plan? Create a lasting legacy through charitable giving Wealth and giving: what are your philanthropic goals? What to know about being someone’s power of attorney Plan for incapacity: Protect yourself with powers of attorney Helpful resources:  Guidance if you are acting as an executor or choosing one for your estate Power of attorney resources Will planning resources Philanthropic resources Financial planning: Nine key areas of focus For more information on RBC Royal Trust visit our website.

Episode metadata supplied by the publisher feed · Published Nov 26, 2024

Embed this episode

See how charitable giving, financial planning, and estate planning all come to the forefront at this time of year.

Distinct summary based on available episode metadata or transcript content.

NOW PLAYING

What year-end financial strategies can help set me up for success?

0:00 17:29

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of Matters Beyond Wealth?

This episode is 17 minutes long.

When was this Matters Beyond Wealth episode published?

This episode was published on November 26, 2024.

Can I download this Matters Beyond Wealth episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!