Podchaser Logo
Home
Episode 347 - Year-Ending Charitable Planning and Smart Giving

Episode 347 - Year-Ending Charitable Planning and Smart Giving

Released Monday, 11th December 2023
Good episode? Give it some love!
Episode 347 - Year-Ending Charitable Planning and Smart Giving

Episode 347 - Year-Ending Charitable Planning and Smart Giving

Episode 347 - Year-Ending Charitable Planning and Smart Giving

Episode 347 - Year-Ending Charitable Planning and Smart Giving

Monday, 11th December 2023
Good episode? Give it some love!
Rate Episode

Giving can be a good thing, so on today’s show we’ll discuss how you might do that and where might be the best place to utilize those funds. We’ll also continue by reviewing some deep and complex questions financial advisors asked Ed Slott at a recent conference in September. These questions will help with the everyday issues advisors are facing with their clients. Also, during our class last week, the Ed Slott team expressed their own frustrations with the complexity of new regulations and the questions still unanswered by the IRS. So we’ll shed some more light on these issues to hopefully help you navigate your finances and help with your ultimate best interest (no pun intended)! 

Tune in and take control!

Show More

Unlock more with Podchaser Pro

  • Audience Insights
  • Contact Information
  • Demographics
  • Charts
  • Sponsor History
  • and More!
Pro Features