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Financial Mailbag: Gifting Money, Overthinking Decisions & Retirement Spending
Manage episode 409220089 series 3402746
内容由J’Neanne Theus提供。所有播客内容（包括剧集、图形和播客描述）均由 J’Neanne Theus 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。
We’re answering some listener questions today as we open the mailbag and cover a few scenarios that require some financial decision making.
Among the topics we’ll get J’Neanne’s thoughts and perspective on include:
- Tax considerations for gifts made to family.
- Getting past overthinking every financial decision that you need to make.
- What to do with money when you realize you’ll have more than you’re going to need in retirement.
This should be an informative episode covering a wide range of financial planning conversations that we have with people all the time. If you have something you’d like to as J’Neanne, drop a comment below.
Here’s some of what we discuss in this episode:
0:00 – Intro
1:25 – Question 1
7:11 – Question 2
10:47 – Question 3
Connect with us: https://theuswealthadvisors.com/
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Schedule your analysis: https://theuswealthadvisors.com/schedule/
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