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The show that helps you maximize your wealth by turning complex financial situations into actionable advice. On Your Money. Your Mission., we answer the questions you’ve been asking about -- financial planning, investing, retirement and everything in between. Whether you’re navigating the complexities of the market or looking for the best ways to save or spend your money, tune in to hear from experienced financial advisors with JFG. Walk away from each episode with savvy tips and financial t ...
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The holidays have a way of bringing money and meaning into the same conversation. In this episode of Real Personal Finance, Scott and Nick lean right into that. Between family gifting, charitable giving, donor-advised funds, and changes to deduction rules, this episode walks you through the most practical ways to support the people and causes you care about. It’s a great moment to pause, think about what matters, and check in on how generosity fits into your financial life.
Key Takeaways
• How gift tax exclusion limits really work when supporting family and loved ones
• The benefits of donating appreciated stock instead of cash
• Why donor-advised funds and QCDs can make year-end giving more impactful
Ready to learn more?
Curious about your retirement savings? Our How Much Do I Need To Retire? quiz gives you an idea of where you stand and a starting point to think about your long-term planning.
https://www.stonestepsfinancial.com/howmuch
Money can be confusing, but it doesn’t have to be. When you’re able to understand the complexities, you can make better decisions to improve your daily life. Connect with us at Stone Steps Financial.
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