meta_pixel
Tapesearch Logo
Log in
Money Guy Show

The Tax Smart Way to Better the World

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Education, Investing, Business

4.73.1K Ratings

🗓️ 20 October 2006

⏱️ 35 minutes

🧾️ Download transcript

Summary

In this weeks Financial Chaos Topic we discuss the following: A Creative Way to Give and Avoid Taxes at the Same Time If you are Charitable and Sick that the Government makes you take taxable RMD from your Retirement Accounts Wesley Snipes joins the ranks of Willie Nelson and other not so tax smart celebrities. Don't mess with the only organization that can show up and just take your stuff! For more, go to http://www.moneyguy.com/2006/10/the-tax-smart-way-to-better-the-world/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

Click on a timestamp to play from that location

0:00.0

It's Ryan Preston, the money guy, restoring order to your financial chaos, retirement,

0:08.0

investing, taxing.

0:09.0

You've got financial questions.

0:11.0

He's got financial answers.

0:13.0

It's Ryan Preston, the money guy.

0:16.0

It's October 20th, 2006.

0:18.0

You know, this week we're due for a financial chaos topic.

0:22.0

And what we're going to talk about today is the tax smart way to better the world.

0:26.0

And what I mean by that is I'm going to give you some creative ways, some new things that have popped up,

0:31.0

either companies lowering and changing the way they do business, or even through legislation,

0:36.0

ways that you can give money more effectively than what's been going on in the past.

0:40.0

And this is going to serve several purposes.

0:42.0

I know quite a few of my older listeners who are on the leading edge of this technology boom of podcasting

0:49.0

that listen and subscribe, have asked why do you focus everything on us, younger people out there.

0:55.0

Us retired individuals would love to have some information as well.

0:58.0

So this is, if you've sent me those emails complaining about that, this is your day and this is your podcast.

1:05.0

Now we're also going to talk about this podcast.

1:08.0

I've got to start off.

1:09.0

I normally don't do this.

1:10.0

We typically jump right into the financial chaos topic.

1:13.0

But today I'm going to go over an email from Lauren.

1:15.0

I want to talk about some of the things that she wrote me.

...

Please login to see the full transcript.

Disclaimer: The podcast and artwork embedded on this page are from Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors, and are the property of its owner and not affiliated with or endorsed by Tapesearch.

Generated transcripts are the property of Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors and are distributed freely under the Fair Use doctrine. Transcripts generated by Tapesearch are not guaranteed to be accurate.

Copyright © Tapesearch 2026.