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Here's an "ask me anything" episode I did last year at this time.
How often should I reevaluate my investment strategy? (1:30)
How much can I safely withdraw from my retirement account? (6:48)
Can churches give a tax-free gift to their pastor at retirement? (15:50)
Law of diminishing returns in your personal finances (21:56)
When is it ok to withdraw from my IRA? (32:34)
Thoughts on IULs (indexed universal life insurance) (38:18)
Links:
https://www.clergyfinancial.com/is-a-pastors-retirement-gift-taxable/
https://pastorswallet.com/are-gifts-to-retired-ministers-taxable/
https://www.honestmath.com/iul
4.9
3535 ratings
Here's an "ask me anything" episode I did last year at this time.
How often should I reevaluate my investment strategy? (1:30)
How much can I safely withdraw from my retirement account? (6:48)
Can churches give a tax-free gift to their pastor at retirement? (15:50)
Law of diminishing returns in your personal finances (21:56)
When is it ok to withdraw from my IRA? (32:34)
Thoughts on IULs (indexed universal life insurance) (38:18)
Links:
https://www.clergyfinancial.com/is-a-pastors-retirement-gift-taxable/
https://pastorswallet.com/are-gifts-to-retired-ministers-taxable/
https://www.honestmath.com/iul
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