Donor Advised Funds - How & When To Use Them

I've had a few questions about charitable giving lately, so in today's episode, I am talking about Donor Advised Funds. We will discuss:

• What they are
• How they work
• Why you would use one
• When you would use one

I walk you through two examples of how this charitable giving strategy will help save you taxes and be able to give more the church or charities you love!

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What is Retirement Answers?

Retirement Answers is a podcast built to help you succeed in retirement. The thought of retirement can be overwhelming and downright scary for many... but it doesn't have to be!

The goal of this podcast is to provide thoughtful insights and strategies to give you the confidence you need to retire successfully. At the end of the day, my ultimate goal for my clients and podcast listeners is to live a fulfilling retirement.

Follow along as I publish a new episode each week covering everything from retirement income planning, tax planning, Social Security, insurance planning, investing, and much more.

Here's to learning everything you need to know to live out your dream retirement!