Old Fashioned Finance
The podcast that mixes cocktails and high finance!
Displaying all 10 Episode of Old Fashioned Finance with the tag “tax efficient giving”.
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Episode 123: Retiring Generously Episode 10: Now & Later
December 28th, 2023 | 10 mins 24 secs
retire with purpose, tax efficient giving
Today we talk about things that you can do now to be more charitable later in life.
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Episode 122: Retiring Generously Episode 9: Generous People Are Happier & More Successful
December 26th, 2023 | 10 mins 59 secs
retire with purpose, tax efficient giving
Today we will look at the correlation between generosity and success.
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Episode 121: Retiring Generously Episode 8: Charity Begins At Home
December 21st, 2023 | 10 mins 10 secs
retire with purpose, tax efficient giving
Today we will explore tax efficient ways to be generous with family.
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Episode 120: Retiring Generously Episode 7: When To Itemize Your Charitable Donations
December 19th, 2023 | 10 mins 16 secs
retire with purpose, tax efficient giving
Today we look at when to take the standard deduction versus itemizing. We'll also discuss bunching donations as a strategy to maximize deductions.
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Episode 119: Retiring Generously Episode 6: Tax-Efficient Beneficiary Designations
December 14th, 2023 | 11 mins 8 secs
retire with purpose, tax efficient giving
Today we'll explore how to coordinate your beneficiaries in the most tax-efficient manner.
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Episode 118: Retiring Generously Episode 5: Roth Conversions for the Next Generation
December 12th, 2023 | 9 mins 47 secs
retire with purpose, tax efficient giving
Today we explore Roth conversions as another potential solution to the RMD conundrum.
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Episode 117: Retiring Generously Episode 4: Qualified Charitable Distributions
December 7th, 2023 | 10 mins 13 secs
retire with purpose, tax efficient giving
Now that we’ve identified a potential problem in required minimum distributions, or RMDs, we’ll spend our time today talking about a potential solution, Qualified Charitable Distributions.
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Episode 116: Retiring Generously Episode 3: The RMD Conundrum
December 6th, 2023 | 10 mins 27 secs
retire with purpose, tax efficient giving
Today we'll talk about the why and how of required minimum distributions.
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Episode 114: Retiring Generously Episode 1: Mission and Purpose
December 6th, 2023 | 9 mins 42 secs
retire with purpose, tax efficient giving
On the first episode of Retiring Generously, Caleb talks about the mission of this podcast.
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Episode 113: Retiring Generously: a podcast for the charitably inclined
October 27th, 2023 | 40 secs
retire with purpose, tax efficient giving
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