Old Fashioned Finance
The podcast that mixes cocktails and high finance!
We found 1 episode of Old Fashioned Finance with the tag “financial planning”.
-
Episode 115: Retiring Generously Episode 2: Planning To Be Generous (Milestone Ages)
December 6th, 2023 | 10 mins 34 secs
charitable giving, financial planning, tax efficiency
Caleb talks about some milestone ages that present planning opportunities to be more generous in retirement.