Feb 29, 2024
In this episode, Brian Bowen and Brett Sharp discuss Qualified Charitable Distributions (QCDs) and their benefits for individuals over retirement age. The guys also explore the impact of mortgage interest rates on real estate and the considerations for downsizing or relocating. They highlight the retirement crisis faced by late Baby Boomers and the importance of thorough financial planning. Overall, the episode emphasizes the need for proactive tax planning and comprehensive financial strategies.
06:03
The Importance of Tax Planning
08:23
Benefits of Charitable Gift Annuities
10:10
Setting Up Nonprofits and Charitable Trusts
12:32
Considerations for Downsizing or Relocating
16:22
Retirement Crisis for Late Baby Boomers
18:13
Impact of the Great Recession
20:07
The Importance of Financial Planning
21:33S
tock Market Performance in Election Years
23:46
Importance of Estate Planning and Power of Attorney