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The Guided Retirement Show

Nov 22, 2022

In a change of pace for the holiday week, Dean speaks to our listeners about tax planning opportunities and what he is thankful for looking toward 2023.

 

In this podcast interview, you’ll learn:

  • Charitable giving through Qualified Charitable Distributions (QCDs)

 

 

START PLANNING

To get a full recap of today's...


Nov 8, 2022

With Thanksgiving right around the corner, I’ve started to think a lot about the things I’m think for. Of course, there’s my family, great friends, and everyone that trusts me to help them with various aspects of financial planning. But another thing I’m obviously thankful for is my home. So, I figured this...