108: “Deciding how to best give financially to my adult kids" - Assessing Michelle’s options
Update: 2024-04-15
Description
Formerly “Awe-Inspired and Retired”. Welcome to 8000 days.
Caleb and Riley are joined by Michelle Oram who has plans to retire in the next 3 months. Having been employed with the same employer for 23 years, this is going to be a big change.
Learn more about:
- Practical advice on tax-efficient strategies for transferring wealth to the next generation, balancing legacy with personal fulfillment.
- The value of continuing personal growth and exploration in preparing for retirement, from pursuing passions to discovering new interests.
- The importance of staying engaged and relevant in your career, and how this mindset impacts your transition into retirement.
Resources:
- To take the giving while living vs giving at death quiz, email randerson@investordna.ca
Hosted by Caleb Miller and Riley Anderson of InvestorDNA
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