Embark on a journey through the financial landscape of 2024 with the team —Jake, Sam, Daron, and Eric—as we share a wealth of strategies to keep your cash flow robust and your fiscal control ironclad. From Shohei Otani's smart contract deferment to the savvy structuring of your assets for maximum long-term gain, we've got insider tips that will transform the way you handle your wealth. 
This episode is your road map to a more prosperous future, no matter where you stand today. In today's chat, we discuss:

• The psychological shifts that come with major financial transitions. 
• The 'bucketing' method, providing a clear structure to classify your funds and ease your mind
• The importance of clear communication with partners on financial goals and the power of yearly check-ups on your financial health
• The art of strategic charitable giving and tax planning
• How setting up a donor-advised fund can amplify your generosity while easing your tax burden
• The potential benefits of leveraging Qualified Charitable Distributions to make an impact
• The secrets to maintaining a consistent cash flow as you transition into retirement

With this episode, you're not just listening to advice; you're gearing up with actionable steps toward financial freedom and control.

Hear Past episodes of the Way2Wealth Podcast!
https://theway2wealth.com

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor
https://www.carsonwealth.com/team-members/scott-ford/

Investment advisory services offered through CWM LLC, an SEC-registered investment advisor. Carson Partners, a division of CWM LLC, is a nationwide partnership of advisors. The opinions voiced in the Way to Wealth with Scott Ford are for general information only and are not intended to provide specific advice or recommendations for an individual. Past performance is no guarantee of future results. All indices are unmanaged and may not be invested into directly. Investing involves risk, including possible loss of principal. No strategy assures success or protects against loss. To determine what may be appropriate for you, consult with your attorney, accountant, financial or tax advisor prior to investing. Guests on Way to Wealth are not affiliated with CWM, LLC. Legado Family is not affiliated with CWM LLC. Carson Wealth 19833 Leitersburg Pike, Suite 1, Hagerstown, Maryland, 21742.