Financial Mailbag: Gifting Money, Overthinking Decisions & Retirement Spending

2024-03-28

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We’re answering some listener questions today as we open the mailbag and cover a few scenarios that require some financial decision making. Among the topics we’ll get J’Neanne’s thoughts and perspective on include: Tax considerations for gifts made to family. Getting past overthinking every financial decision that you need to make. What to do with money when you realize you’ll have more than you’re going to need in retirement. This should be an informative episode covering a wide range of financial planning conversations that we have with people all the tim...

We’re answering some listener questions today as we open the mailbag and cover a few scenarios that require some financial decision making.

Among the topics we’ll get J’Neanne’s thoughts and perspective on include:

Tax considerations for gifts made to family.
Getting past overthinking every financial decision that you need to make.
What to do with money when you realize you’ll have more than you’re going to need in retirement.

This should be an informative episode covering a wide range of financial planning conversations that we have with people all the time. If you have something you’d like to as J’Neanne, drop a comment below.

Here’s some of what we discuss in this episode:

0:00 – Intro

1:25 – Question 1

7:11 – Question 2

10:47 – Question 3

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