What's the Most Effective Way to Incorporate Giving Into Your Financial Plan?
26m
·
Real Personal Finance
·
Scott and James discuss the most effective way to incorporate giving into your financial plan.
NEW: We're on YouTube here!
Listener Question:
Am I on track to retire at 52? Am I over-investing in retirement at the expense of more freedom now? How would you recommend incorporating pension plans into overall retirement planning (ideal year:pension percentage break-even point?)?
Planning Points Discussed
- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
Timestamps:
2:30 - We're on YouTube HERE!
6:17 - Redefining Giving
10:30 - Truth of Money
13:16 - 503(c) organizations
18:20 - Tax Planning
20:53 - Life Insurance
22:49 - Business Assets
26:00 - Aligning Your Financial Goals
LET'S CONNECT!
James
YouTube LinkedIn Website
Scott
Facebook Twitter Website
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The episode What's the Most Effective Way to Incorporate Giving Into Your Financial Plan? from the podcast Real Personal Finance has a duration of
26:54. It was first published
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Scott and James discuss how to balance a home purchase with saving for retirement.
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We want to stay in manhattan and want to be home owners but can’t make the math work. Our current rental 2 bed 2 bath just went up to $4400/mo. A comparable condo would sell around $1.3-$1.5m. That would put the mortgage at around $7,000 with another $2,000-$3,000 in maintainable and taxes a month. Rent does keep increasing and I don’t want to keep getting squeezed but does buying in Manhattan just not make sense?
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- Utilizing Time Efficiently
- Capital Appreciation
- Purchasing Power
- Other issues (IRAs, Inflation, Financial Goals, etc.)
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5:25 - Various Goals
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16:05 - Aligning Your Financial Goals
LET'S CONNECT!
James
YouTube LinkedIn Website
Scott
Facebook Twitter Website
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