Episode 1
What is your philosophy of gifting wealth?
December 12th, 2024
38 mins 36 secs
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About this Episode
In this episode we discuss the essentials of planning for gifting your wealth to future generations or causes you support. We discuss:
When is the right time to start gifting?
How do you handle the family dynamics of gifting?
Can you ensure that gifts are spent wisely?
and many more!
Disclaimer: The information provided in this podcast is for general informational and educational purposes only, and is not intended to constitute financial, investment, or other professional advice, the opinions. expressed are those of the hosts and guests and do not necessarily reflect the views of any affiliated organizations. Investing in financial markets involves risk, including the potential loss of principle, past performance is not indicative of future results. Before making any investment decisions, you should consult with a qualified financial advisor, who can assess your individual financial situation, objectives and risk tolerance.