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29. Should I still hold bonds? And, Charitable Giving for retirees
Welcome to episode 29 of Retire Me. And, Happy Labour Day!
On today's show we talk about the current state of bonds as an asset class. We discuss what is happening in the bond market, expectations for bond returns going forward, and reasons why holding bonds still makes sense for someone approaching or getting ready to start retirement.
From there we continue our series on estate planning and talk about charitable giving strategies. We walk through the 3 tier charitable tax credit system in Canada, and we talk about why giving a gift of investments may be better than giving a gift of cash. We finish with some recommendations for retirees looking to make significant charitable contributions in their estate plan.
Show notes and charts will be available shortly at www.walhoutfinancial.ca/retire-me
Have a great week!
Mark
View all episodes
By Mark WalhoutWelcome to episode 29 of Retire Me. And, Happy Labour Day!
On today's show we talk about the current state of bonds as an asset class. We discuss what is happening in the bond market, expectations for bond returns going forward, and reasons why holding bonds still makes sense for someone approaching or getting ready to start retirement.
From there we continue our series on estate planning and talk about charitable giving strategies. We walk through the 3 tier charitable tax credit system in Canada, and we talk about why giving a gift of investments may be better than giving a gift of cash. We finish with some recommendations for retirees looking to make significant charitable contributions in their estate plan.
Show notes and charts will be available shortly at www.walhoutfinancial.ca/retire-me
Have a great week!
Mark