Old Fashioned Finance
The podcast that mixes cocktails and high finance!
Displaying 1 Episode of Old Fashioned Finance with the tag “financial planning”.
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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.