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Episode 347 - Year-Ending Charitable Planning and Smart Giving

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Manage episode 388770350 series 1320079
Content provided by Dennis Prout and Shea Petaja. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Prout and Shea Petaja or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Giving can be a good thing, so on today’s show we’ll discuss how you might do that and where might be the best place to utilize those funds. We’ll also continue by reviewing some deep and complex questions financial advisors asked Ed Slott at a recent conference in September. These questions will help with the everyday issues advisors are facing with their clients. Also, during our class last week, the Ed Slott team expressed their own frustrations with the complexity of new regulations and the questions still unanswered by the IRS. So we’ll shed some more light on these issues to hopefully help you navigate your finances and help with your ultimate best interest (no pun intended)!

Tune in and take control!

  continue reading

108 episodes

Artwork
iconShare
 
Manage episode 388770350 series 1320079
Content provided by Dennis Prout and Shea Petaja. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dennis Prout and Shea Petaja or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.

Giving can be a good thing, so on today’s show we’ll discuss how you might do that and where might be the best place to utilize those funds. We’ll also continue by reviewing some deep and complex questions financial advisors asked Ed Slott at a recent conference in September. These questions will help with the everyday issues advisors are facing with their clients. Also, during our class last week, the Ed Slott team expressed their own frustrations with the complexity of new regulations and the questions still unanswered by the IRS. So we’ll shed some more light on these issues to hopefully help you navigate your finances and help with your ultimate best interest (no pun intended)!

Tune in and take control!

  continue reading

108 episodes

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