Leave a Legacy
51m
·
Planning Made Simple for Investors
·
If leaving a legacy is important to you, you’ll want to listen in. Dave Davies, Gift Planning Advisor for Wycliffe Bible Translators Foundation is here to show you how you can leave a legacy through charitable giving and estate planning. Learn trusted ways to support the work of Bible translation and help spread the Gospel message here and across the globe. You’ll even discover several income and tax benefits from various trusts and funds. The Wycliffe foundation believes that good Christian stewardship is at the heart of following Jesus and honoring him as Lord over your life.
The episode Leave a Legacy from the podcast Planning Made Simple for Investors has a duration of
51:56. It was first published
More episodes from Planning Made Simple for Investors
Simply Financial with Paul Durso Podcast - How You Grew Up
Paul Durso, Emotional Decision Making, Financial Planners Charlotte, NC, Retirement Planning
https://insightfolios.com
Do you have a plan for your financial future that helps to inform your decision making? Or do you allow money to trigger emotional decisions? In this podcast, Paul Durso and Charlie Bowers look at the effects of growing up poor and the effects of growing up well-to-do can have on financial decision making.
When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice.
Simply Financial with Paul Durso Podcast - How You Grew Up
Paul Durso, Emotional Decision Making, Financial Planners Charlotte, NC, Retirement Planning
https://insightfolios.com
Do you have a plan for your financial future that helps to inform your decision making? Or do you allow money to trigger emotional decisions? In this podcast, Paul Durso and Charlie Bowers look at the effects of growing up poor and the effects of growing up well-to-do can have on financial decision making.
When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice.
Simply Financial with Paul Durso Podcast - What is the SECURE Act & how does it affect my retirement plan? Part 2
The SECURE Act was signed into law December 20, 2019. It is complex, and may affect your retirement plans as well as your legacy planning and trusts. Paul Durso and Charlie Bowers look at some key points in the SECURE Act and how they may affect retirement and legacy planning for you and your family. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. . Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/
Simply Financial with Paul Durso Podcast - What is the SECURE Act & how does it affect my retirement plan?
The SECURE Act was signed into law December 20, 2019. It is complex, and may affect your retirement plans as well as your legacy planning and trusts. Paul Durso and Charlie Bowers look at some key points in the SECURE Act and how they may affect retirement and legacy planning for you and your family. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. . Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/
Simply Financial with Paul Durso Podcast: Do I need to worry about everything going on in the world?
As your retirement approaches, or perhaps as it runs its course, do the larger happenings in the world matter to you? The results of the 2020 presidential election, the dwindling Social Security Trust Fund, the Trade War with China... how much should these things really concern you on a personal level? Paul and Charlie will give you some insight on how they approach these matters. When planning for retirement, the financial planners at Insight Folios in Charlotte NC take an approach that allows you to plan for income in retirement through dividend income planning. . Our financial advisers provide you with investment strategy tools along with our simple to understand "Simplicitree" financial planning software, that provides clear guidance and sophisticated financial advice. https://insightfolios.com/ #PaulDurso #InsightFolios #RetirementPlanning #DividendIncome #IncomePlanning #FinancialAdviserCharlotte http://dursocapital.com/