PodParley PodParley
PodParley
What's the Most Effective Way to Incorporate Giving Into Your Financial Plan? episode artwork

EPISODE · Nov 16, 2022 · 26 MIN

What's the Most Effective Way to Incorporate Giving Into Your Financial Plan?

from Real Personal Finance · host Scott Frank and James Conole

Scott and James discuss the most effective way to incorporate giving into your financial plan.NEW: We're on YouTube here!Listener Question:Am I on track to retire at 52? Am I over-investing in retirement at the expense of more freedom now? How would you recommend incorporating pension plans into overall retirement planning (ideal year:pension percentage break-even point?)? Planning Points DiscussedUtilizing Time EfficientlyCapital AppreciationPurchasing PowerOther issues (IRAs, Inflation, Financial Goals, etc.)Timestamps:2:30 - We're on YouTube HERE!6:17 - Redefining Giving10:30 - Truth of Money13:16 - 503(c) organizations18:20 - Tax Planning20:53 - Life Insurance22:49 - Business Assets26:00 - Aligning Your Financial GoalsLET'S CONNECT!JamesYouTube LinkedIn WebsiteScottFacebook Twitter WebsiteENJOY THE SHOW?Don’t miss an episode, subscribe via iTunes, Stitcher, Spotify, or Google Play.

Episode metadata supplied by the publisher feed · Published Nov 16, 2022

Embed this episode

What this episode covers

Scott and James discuss the most effective way to incorporate giving into your financial plan. NEW: We're on YouTube here! Listener Question: Am I on track to retire at 52? Am I over-investing in retirement at the expense of more freedom now? How would you recommend incorporating pension plans into overall retirement planning (ideal year:pension percentage break-even point?)? Planning Points Discussed Utilizing Time EfficientlyCapital AppreciationPurchasing PowerOther issues (IRAs, Infl...

Distinct summary based on available episode metadata or transcript content.

Ready to play

What's the Most Effective Way to Incorporate Giving Into Your Financial Plan?

0:00 26:54

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.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

The Course Mentors Podcast The Course Mentors Hey there, future course creator!Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon!Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks.No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself.Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str

Frequently Asked Questions

How long is this episode of Real Personal Finance?

This episode is 26 minutes long.

When was this Real Personal Finance episode published?

This episode was published on November 16, 2022.

Can I download this Real Personal Finance episode?

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