
Sign up to save your podcasts
Or
As the holiday season approaches, many of us find ourselves thinking about gifts. While gifts can come in many forms, monetary gifts often cause the most confusion. In this episode of Financial Symmetry, hosts Chad Smith and Grayson Blaszak discuss the intricacies of financial gifting.
Financial gifting generally involves transferring assets, such as cash or securities, from one individual to another without expecting anything in return. This process can have several benefits, including seeing your loved ones enjoy the fruits of your generosity during your lifetime.
***********
📬 Download your Free Retire On Purpose Guide here.
📰 See the full show notes here
🌐 Sign up here to receive a detailed pre-retirement checklist to assure you are positioned to experience your ideal retirement.
4.6
4747 ratings
As the holiday season approaches, many of us find ourselves thinking about gifts. While gifts can come in many forms, monetary gifts often cause the most confusion. In this episode of Financial Symmetry, hosts Chad Smith and Grayson Blaszak discuss the intricacies of financial gifting.
Financial gifting generally involves transferring assets, such as cash or securities, from one individual to another without expecting anything in return. This process can have several benefits, including seeing your loved ones enjoy the fruits of your generosity during your lifetime.
***********
📬 Download your Free Retire On Purpose Guide here.
📰 See the full show notes here
🌐 Sign up here to receive a detailed pre-retirement checklist to assure you are positioned to experience your ideal retirement.
433 Listeners
763 Listeners
727 Listeners
1,277 Listeners
486 Listeners
494 Listeners
555 Listeners
186 Listeners
549 Listeners
778 Listeners
147 Listeners
125 Listeners
703 Listeners
165 Listeners
96 Listeners