With the holidays in full swing, gifting is top of mind for many individuals.  We thought it would be a good time to discuss gift limits, when the IRS needs to be informed of gifts, and some gift-giving strategies. So if you are thinking of making major gifts this year, I encourage you to tune in!If you would like to learn more please contact us at www.contwealth.com

With the holidays in full swing, gifting is top of mind for many individuals. We thought it would be a good time to discuss gift limits, when the IRS needs to be informed of gifts, and some gift-giving strategies. So if you are thinking of making major gifts this year, I encourage you to tune in! If you would like to learn more please contact us at www.contwealth.com

With the holidays in full swing, gifting is top of mind for many individuals.&nbsp; We thought it would be a good time to discuss gift limits, when the IRS needs to be informed of gifts, and some gift-giving strategies. So if you are thinking of making major gifts this year, I encourage you to tune in!If you would like to learn more please contact us at www.contwealth.com

Gifting Strategies in 2023

Retirement Done Right is the podcast for smart, proactive retirees and pre-retirees who want to maximize their wealth, time, and lifestyle. Hosted by David Rath, CMT, CFA and Patrick Kalish, CFP® from Continuum Wealth Advisors, LLC, this show dives deep into retirement planning, investing, Social Security strategies, tax-efficient withdrawals, healthcare costs, and more—so you can retire with confidence. Each episode delivers practical financial strategies, expert insights, and real-world advice to help you navigate the transition from career to retirement without stress. Whether you’re wondering how to create a reliable retirement paycheck, optimize your investments, or make the most of your golden years, Retirement Done Right has you covered. 🔹 New episodes every other week 🔹 Subscribe now to stay ahead on the latest retirement strategies 🔹 Leave a review to help others find the show! Retirement isn’t the end—it’s just the beginning. Let’s make sure you do it right.

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Retirement Done Right is the podcast for smart, proactive retirees and pre-retirees who want to maximize their wealth, time, and lifestyle. Hosted by David Rath, CMT, CFA and Patrick Kalish, CFP® from Continuum Wealth Advisors, LLC, this show dives deep into retirement planning, investing, Social Security strategies, tax-efficient withdrawals, healthcare costs, and more—so you can retire with confidence. Each episode delivers practical financial strategies, expert insights, and real-world advice to help you navigate the transition from career to retirement without stress. Whether you’re wondering how to create a reliable retirement paycheck, optimize your investments, or make the most of your golden years, Retirement Done Right has you covered. 🔹 New episodes every other week 🔹 Subscribe now to stay ahead on the latest retirement strategies 🔹 Leave a review to help others find the show! Retirement isn’t the end—it’s just the beginning. Let’s make sure you do it right.

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Gifting Strategies in 2023

Gifting Strategies in 2023