We’ve got a mailbag edition of the show for you today! One of our listeners, Diane, asks how to approach charitable gifting, as it’s something she’s never been involved with before. Tad, Toni, and Tyler share their experiences with various charities and share some insights on efficient tax strategies for charitable gifting.

Then, another listener asks if they should invest the money they make from selling their paid-off house and downsizing to a cheaper condo in the stock market. The Hill family shares some important factors to keep in mind when determining the right course of action.  

For this week’s “something personal” segment, the hosts discuss the mentors who have guided them throughout their lives.

Here’s what we discuss in today’s show:

• Finding a charity that resonates with you + how to start getting involved in charitable gifting
• The Hill family’s involvement with various charities 
• Financial considerations of downsizing + how to approach it strategically as part of your retirement plan
• Something personal segment: Who is your mentor?

Key Takeaway

“We ​can ​help ​you ​figure ​out ​tax-efficient ​ways ​to ​do ​more ​charitable ​giving... ​We've ​got ​a ​lot ​of ​experience ​with ​it.”

We can assist you on your journey to financial freedom:
https://www.askfreedomfinancial.com/
205.988.0006

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https://www.askfreedomfinancial.com/in-the-media/#radio