What's the Most Effective Way to Incorporate Giving Into Your Financial Plan?
Episode 178 of the Real Personal Finance podcast, hosted by Scott Frank and James Conole, titled "What's the Most Effective Way to Incorporate Giving Into Your Financial Plan?" was published on November 16, 2022 and runs 26 minutes.
November 16, 2022 ·26m · Real Personal Finance
Summary
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...
Episode Description
Scott and James discuss the most effective way to incorporate giving into your financial plan.
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 Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
2:30 - We're on YouTube HERE!
6:17 - Redefining Giving
10:30 - Truth of Money
13:16 - 503(c) organizations
18:20 - Tax Planning
20:53 - Life Insurance
22:49 - Business Assets
26:00 - Aligning Your Financial Goals
LET'S CONNECT!
James
Scott
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