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108: “Deciding how to best give financially to my adult kids" - Assessing Michelle’s options
Manage episode 412576544 series 3557606
InvestorDNA, Caleb Miller, and Riley Anderson द्वारा प्रदान की गई सामग्री. एपिसोड, ग्राफिक्स और पॉडकास्ट विवरण सहित सभी पॉडकास्ट सामग्री InvestorDNA, Caleb Miller, and Riley Anderson या उनके पॉडकास्ट प्लेटफ़ॉर्म पार्टनर द्वारा सीधे अपलोड और प्रदान की जाती है। यदि आपको लगता है कि कोई आपकी अनुमति के बिना आपके कॉपीराइट किए गए कार्य का उपयोग कर रहा है, तो आप यहां बताई गई प्रक्रिया का पालन कर सकते हैं https://hi.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
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