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Retire With Integrity Podcast with Brian Bowen

Nov 22, 2022

As we prepare for Thanksgiving, a lot of us are giving thanks for what we have. Many are also considering making charitable gifts to different charities before the year ends. Brian talks about the value of charitable giving and also explains the rules behind the gift tax. But first, he answers two questions from the mailbag.

Here’s what we talk about on today’s show:

  • What am I most likely to mess up with my retirement without an advisor? (0:15)
  • What should I know about a DST? (4:18)
  • What are the charitable gift tax rules? (9:21)
  • Why does Brian promote charitable giving? (19:33)

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