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Hey there! This is Caleb Frankart, Financial Advisor and Enrolled Agent at Blue Jay Financial Group in Defiance OH. Today, I’m excited to introduce a new podcast called “Retiring Generously.” Coming to a platform near you, this November 28th. We’ll talk through tax-efficient strategies to be more effective with charitable giving in retirement, and how to best prepare for a generous retirement. Be sure to subscribe on Apple Podcasts, Spotify, or wherever you listen to podcasts. “Retiring Generously”, a podcast for the charitably inclined.
Hey there! This is Caleb Frankart, Financial Advisor and Enrolled Agent at Blue Jay Financial Group in Defiance OH. Today, I’m excited to introduce a new podcast called “Retiring Generously.” Coming to a platform near you, this November 28th. We’ll talk through tax-efficient strategies to be more effective with charitable giving in retirement, and how to best prepare for a generous retirement. Be sure to subscribe on Apple Podcasts, Spotify, or wherever you listen to podcasts. “Retiring Generously”, a podcast for the charitably inclined.