Tatyana Bunich discusses the importance of charitable giving in retirement, strategies for effective financial planning, and the relevance of the 4% rule in today's economic climate. They explore various financial tools such as 529 plans for education funding, the significance of estate planning, and the emotional aspects of financial decisions. The discussion emphasizes the need for a coordinated approach to financial planning that considers taxes, investments, and personal values. Call 888-843-0143. Visit F1 Wealth to learn more.
See omnystudio.com/listener for privacy information.
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By Financial 1 WealthTatyana Bunich discusses the importance of charitable giving in retirement, strategies for effective financial planning, and the relevance of the 4% rule in today's economic climate. They explore various financial tools such as 529 plans for education funding, the significance of estate planning, and the emotional aspects of financial decisions. The discussion emphasizes the need for a coordinated approach to financial planning that considers taxes, investments, and personal values. Call 888-843-0143. Visit F1 Wealth to learn more.
See omnystudio.com/listener for privacy information.