411: How Charitable Remainder Trusts Can Help Maximize Your Retirement Savings
Retire With Purpose - The Retirement Podcast
Casey Weade
4.7 ā¢ 564 Ratings
šļø 29 December 2023
ā±ļø 21 minutes
šļø Recording | iTunes | RSS
š§¾ļø Download transcript
Summary
This week's retirement reading is from The Street titled, Maximize Retirement Savings With Charitable Remainder Trusts: A 2023 Guide.Ā Listen in as Casey Weade breaks down the article and shares what he thinks! Today's episode can also be accessed by visitingĀ Howardbailey.com/411.Ā
Show Notes:Ā Howardbailey.com/411
Rate & Review the Podcast:Ā RetireWithPurpose.com/review
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Transcript
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| 0:00.0 | If you're like most retirees, you're looking to maximize your tax efficiency and keep more money in your pocket where it belongs. |
| 0:06.9 | And if you're charitably inclined, maybe you're thinking about leaving assets behind to charity upon death. |
| 0:12.1 | Wouldn't it be great to actually benefit from some tax deductions today on those same assets? |
| 0:17.6 | Today, we discuss that and more. |
| 0:32.5 | Welcome to Retire with Purpose Podcast, where it is my mission to deliver clarity and purpose and elevate meaning in your life. And we do that in a couple of different ways. |
| 0:36.7 | If you're new to the pod, |
| 0:37.5 | I want you to know what to expect. Every other Monday, we're going to bring to you a world-class |
| 0:43.0 | guest in long-form interview format. And we're going to be discussing a wide variety of topics |
| 0:47.9 | from health and fitness into retirement and even some of the more harder topics of investment |
| 0:53.2 | management and well beyond that. |
| 0:55.9 | And then every single Friday, you're joining us today, for an opportunity to discuss a |
| 1:00.2 | trending topic in the financial planning space, even at times non-financial as well. |
| 1:05.7 | Most of these conversations come from our weekend reading for a Tyree's email series. |
| 1:10.2 | That's an email that hits your |
| 1:11.4 | inbox every single Friday and resource that you have to have because we're going to take four |
| 1:16.4 | articles that we did the research on and put in that email to keep you up to date on the latest |
| 1:21.4 | trends. But not only do you get those emails, summaries, and takeaways for myself, but you'll |
| 1:26.5 | also receive all kinds of other goodies. |
| 1:28.9 | Our retirement toolkit, my bestselling book, Job Optional, if you've never signed up before, |
| 1:33.6 | you'll also be receiving invites to events and webinars and much more than that. |
| 1:39.3 | So I encourage you to sign up for that weekly email, and it's super easy to do so. |
| 1:43.8 | All you have to do is shoot us a |
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