))
108: “Deciding how to best give financially to my adult kids" - Assessing Michelle’s options
Manage episode 412576544 series 3557606
Content provided by InvestorDNA, Caleb Miller, and Riley Anderson. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by InvestorDNA, Caleb Miller, and Riley Anderson or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ro.player.fm/legal.
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 Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts
109 episoade
Distribuie
