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108: “Deciding how to best give financially to my adult kids" - Assessing Michelle’s options
Manage episode 412576544 series 3557606
Контент предоставлен InvestorDNA, Caleb Miller, and Riley Anderson. Весь контент подкастов, включая эпизоды, графику и описания подкастов, загружается и предоставляется непосредственно компанией InvestorDNA, Caleb Miller, and Riley Anderson или ее партнером по платформе подкастов. Если вы считаете, что кто-то использует вашу работу, защищенную авторским правом, без вашего разрешения, вы можете выполнить процедуру, описанную здесь https://ru.player.fm/legal.
Formerly “Awe-Inspired and Retired”. Welcome to 8000 days. Caleb and Riley are joined by Michelle Oram who has plans to retire in the next 3 months. Having been employed with the same employer for 23 years, this is going to be a big change. Learn more about:
- Practical advice on tax-efficient strategies for transferring wealth to the next generation, balancing legacy with personal fulfillment.
- The value of continuing personal growth and exploration in preparing for retirement, from pursuing passions to discovering new interests.
- The importance of staying engaged and relevant in your career, and how this mindset impacts your transition into retirement.
Resources:
- To take the giving while living vs giving at death quiz, email randerson@investordna.ca
Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts
109 эпизодов
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