Description
Scott and James discuss the most effective way to incorporate giving into your financial plan.
NEW: We're on YouTube here!
Listener Question:
Am I on track to retire at 52? Am I over-investing in retirement at the expense of more freedom now? How would you recommend incorporating pension plans into overall retirement planning (ideal year:pension percentage break-even point?)?
Planning Points Discussed
Utilizing Time EfficientlyCapital AppreciationPurchasing PowerOther issues (IRAs, Inflation, Financial Goals, etc.)Timestamps:
2:30 - We're on YouTube HERE!
6:17 - Redefining Giving
10:30 - Truth of Money
13:16 - 503(c) organizations
18:20 - Tax Planning
20:53 - Life Insurance
22:49 - Business Assets
26:00 - Aligning Your Financial Goals
LET'S CONNECT!
James
YouTube LinkedIn Website
Scott
Facebook Twitter Website
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