The Better Giver Show

The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset

13 min · 8. sept. 2022
episode The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset cover

Beskrivelse

Generosity is a beautiful thing. Should you give to your children and charities before you are gone to make the most impact? When is the best time to leave a legacy? What is the best time to make a gift? Should you give your inheritance before you pass? These questions and more on this segment of Your Retirement Playbook! Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com [http://www.yourlifeafterwork.com].   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup [http://at%20www.facebook.com/FinancialEnhancementGroup] Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits [http://at%20www.yourlifeafterwork.com/FinancialTidbits] Visit our website at www.yourlifeafterwork.com [http://at%20www.yourlifeafterwork.com/] We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com [TalkToFEG@yourlifeafterwork.com]

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Alle episoder

14 episoder

episode The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset cover

The Best Time to Give a Financial Gift - Gifting During Life vs. Death - Choosing When to Give an Asset

Generosity is a beautiful thing. Should you give to your children and charities before you are gone to make the most impact? When is the best time to leave a legacy? What is the best time to make a gift? Should you give your inheritance before you pass? These questions and more on this segment of Your Retirement Playbook! Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com [http://www.yourlifeafterwork.com].   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup [http://at%20www.facebook.com/FinancialEnhancementGroup] Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits [http://at%20www.yourlifeafterwork.com/FinancialTidbits] Visit our website at www.yourlifeafterwork.com [http://at%20www.yourlifeafterwork.com/] We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com [TalkToFEG@yourlifeafterwork.com]

8. sept. 202213 min
episode Can I Give Money Without Being Taxed? cover

Can I Give Money Without Being Taxed?

In this segment of Your Retirement Playbook we are going to discuss how to use and gift your money in the best way. We want to help you be a better giver, not a bigger giver. Call now to schedule your complimentary Next Steps Meeting at 800-928-4001 or learn more at www.yourlifeafterwork.com [http://www.yourlifeafterwork.com].   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup [http://www.Facebook.com/FinancialEnhancementGroup] Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits [http://www.yourlifeafterwork.com/FinancialTidbits] Visit our website at www.yourlifeafterwork.com [http://www.yourlifeafterwork.com]   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com [TalkToFEG@yourlifeafterwork.com]

28. juli 202213 min
episode Financial Planning With The End In Mind. Part 2 cover

Financial Planning With The End In Mind. Part 2

Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity. Resources * "Gifting Effectively: Don't Forget Taxes and Investments!" Gifting Effectively: Don't Forget Taxes and Investments! - The Financial Enhancement Group (yourlifeafterwork.com) [https://www.yourlifeafterwork.com/giving-effectively] * "Leaving A Legacy Part 2", article by Joe Clark, CFP Leaving A Legacy, Part 2. - The Financial Enhancement Group (yourlifeafterwork.com) [https://www.yourlifeafterwork.com/leaving-a-legacy-part-2]   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup [http://www.Facebook.com/FinancialEnhancementGroup] Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits [http://www.yourlifeafterwork.com/FinancialTidbits] Visit our website at www.yourlifeafterwork.com [http://www.yourlifeafterwork.com]   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com [TalkToFEG@yourlifeafterwork.com]

25. feb. 202213 min
episode Financial Planning With The End In Mind. Part 1 cover

Financial Planning With The End In Mind. Part 1

Many people think of gifting their assets once they have passed away, but what about when you still live? Find out the most efficient way to gift from your assets while you are still living so you can witness the impact of your generosity on this segment of Consider This Program. Resources * "Trusts, QCDs, & the Death Benefit" Consider This Program with Joe Clark, CFP 9.29.18 Trusts, QCDs, & the Death Benefit - The Financial Enhancement Group (yourlifeafterwork.com) [https://www.yourlifeafterwork.com/consider-this-radio-show-9292018]   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup [http://www.Facebook.com/FinancialEnhancementGroup] Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits [http://www.yourlifeafterwork.com/FinancialTidbits] Visit our website at www.yourlifeafterwork.com [http://www.yourlifeafterwork.com]   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com [TalkToFEG@yourlifeafterwork.com]

23. feb. 202212 min
episode How We Can Help Companies Be Better Givers cover

How We Can Help Companies Be Better Givers

Small businesses really are the backbone of the American Economy. As such, we need their participation in charitable giving. What is the best way for a business owner to make gifts to their church or charity? Find out on Consider This Program. Learn more at thebettergiver.com [http://www.thebettergiver.com] Call 800-928-4001 or email us at talktofeg@yourlifeafterwork.com [talktofeg@yourlifeafterwork.com] to schedule your complimentary Next Steps meeting today.   Connect with Financial Enhancement Group: Visit our Facebook page at www.Facebook.com/FinancialEnhancementGroup [http://www.Facebook.com/FinancialEnhancementGroup] Join our Facebook Group at www.yourlifeafterwork.com/FinancialTidbits [http://www.yourlifeafterwork.com/FinancialTidbits] Visit our website at www.yourlifeafterwork.com [http://www.yourlifeafterwork.com]   We would love to answer your questions on air! Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com [TalkToFEG@yourlifeafterwork.com]

31. dec. 202113 min