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内容由Brian Bowen提供。所有播客内容(包括剧集、图形和播客描述)均由 Brian Bowen 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal
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QCD's, Interest Rates & Baby Boomers

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Manage episode 403784404 series 2098740
内容由Brian Bowen提供。所有播客内容(包括剧集、图形和播客描述)均由 Brian Bowen 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, Brian Bowen and Brett Sharp discuss Qualified Charitable Distributions (QCDs) and their benefits for individuals over retirement age. The guys also explore the impact of mortgage interest rates on real estate and the considerations for downsizing or relocating. They highlight the retirement crisis faced by late Baby Boomers and the importance of thorough financial planning. Overall, the episode emphasizes the need for proactive tax planning and comprehensive financial strategies.

06:03 The Importance of Tax Planning 08:23 Benefits of Charitable Gift Annuities 10:10 Setting Up Nonprofits and Charitable Trusts 12:32 Considerations for Downsizing or Relocating 16:22 Retirement Crisis for Late Baby Boomers 18:13 Impact of the Great Recession 20:07 The Importance of Financial Planning 21:33S tock Market Performance in Election Years 23:46 Importance of Estate Planning and Power of Attorney

  continue reading

105集单集

Artwork
icon分享
 
Manage episode 403784404 series 2098740
内容由Brian Bowen提供。所有播客内容(包括剧集、图形和播客描述)均由 Brian Bowen 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

In this episode, Brian Bowen and Brett Sharp discuss Qualified Charitable Distributions (QCDs) and their benefits for individuals over retirement age. The guys also explore the impact of mortgage interest rates on real estate and the considerations for downsizing or relocating. They highlight the retirement crisis faced by late Baby Boomers and the importance of thorough financial planning. Overall, the episode emphasizes the need for proactive tax planning and comprehensive financial strategies.

06:03 The Importance of Tax Planning 08:23 Benefits of Charitable Gift Annuities 10:10 Setting Up Nonprofits and Charitable Trusts 12:32 Considerations for Downsizing or Relocating 16:22 Retirement Crisis for Late Baby Boomers 18:13 Impact of the Great Recession 20:07 The Importance of Financial Planning 21:33S tock Market Performance in Election Years 23:46 Importance of Estate Planning and Power of Attorney

  continue reading

105集单集

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