June 1, 2024

Tax Breaks For Giving To Charity, Connecting Tax To Finance, And Prioritizing Your Plan

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Season 7

This episode brings warnings about putting off financial concerns, a listener's question about trusts, your HSA in healthcare, the WHY behind giving to charity, and connecting tax to your retirement plan.

 

#money #financialhelp #daveramsey #retirement #recession #taxes #financialeducation #kansas #kansascity #missouri

 

Intro: 0:00

Financial Advisors: We Can Deal With That Later?! - 0:21

Financial Advisors: This Is The Piece That Has To Be Addressed First - 9:07

Listener Question: What's Going On Inside This Trust? - 17:10

Medicare Advisor: What Can I Use My HSA For When It Comes To Medicare? - 24:44

Eidelman Law Advisor: Don't Give To Charity For The Tax Break; Take The Tax Break Because You Give To Charity - 33:27

CPA: All Of This Is Connected - 41:00

Credits: 47:30

 

Learn more at: https://retirehour.com

 

Retire Hour is a weekly radio show and podcast. This financial education resource is for those approaching retirement, or seeking knowledge investing, income planning, taxes, medicare and estate planning.