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Gifting and Giving Season
Manage episode 389853909 series 2911311
コンテンツは Financial Focus Podcast and John Kuykendall によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Financial Focus Podcast and John Kuykendall またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
’Tis the season for thinking of family and friends, for gifting, giving, and generosity. For the holidays, we generally think of bows and packages in wrapping paper. Of course, these gifts cost money and we should try to be responsible with the way we spend throughout the holidays. On a larger scale, we should also consider our ongoing financial impact through gifting and giving strategies to family, as well as any outside gifts, giving, or donations we make to charities, churches, or organizations. We are in the midst of what has been dubbed the “Great Wealth Transfer” as the accumulated wealth of one generation of Americans transfers to the next. We should think proactively and plan strategically for how our wealth will be effectively preserved, protected, and utilized both during our lifetime, and after. Let’s talk about planning for the holidays, planning for retirement, and gifting, giving, and donating our wealth. For information contact John Kuykendall at (386) 755-9018 and visit the website at https://www.gulfcoastfinancial.net/.
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