Giving is a healthy discipline for your finances.
On this week’s Hanson McClain’s Money Matters, Scott and Pat lay out the tax-smart strategies for charitable giving during the holiday season or any time of the year.
Scott and Pat take a call from a husband who wants to contribute to his wife’s IRA. A father gets advice for his daughter and her husband to save for the future while the couple lives in San Francisco. A 66-year-old man is having trouble with the market’s ups-and-downs. A self-employed couple making a combined $70,000 per year want to get started saving for retirement. A woman in her 30s wants to know what Scott and Pat think of the FIRE movement; “Financial Independence, Retire Early.”
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