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Healthy, Wealthy, & Wise Retirement Podcast

Jul 26, 2022

On today's episode, we talk through 5 reasons to give to charity. We then review a Schwab Charitable® article and discuss 8 Tax-Smart Strategies to maximize your gift.

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Resources mentioned on today's show:

ARTICLE: Tax Smart Philanthropy- We discuss this Schwab Charitable® article...


Jul 12, 2022

On today's episode, we discuss a Kiplinger's article about two retirees who teamed up and discovered 6 life-changing lessons. They are passionate about sharing what they've learned with other retirees, as good ideas are meant to be shared.

 

Resources mentioned on today's show:

6 Life-Changing Lessons from 2 Retirees...