On this week's episode,
Markets Update: Despite Fed speak and declining retail sales, we are up (00:28-04:46)
Empowering Education: How to gift tax efficiently (04:50-21:45)
Faithful Finance: Do not be conformed but transformed (21:53-28:36)

On this week's episode, Markets Update: Despite Fed speak and declining retail sales, we are up (00:28-04:46) Empowering Education: How to gift tax efficiently (04:50-21:45) Faithful Finance: Do not be conformed but transformed (21:53-28:36)

Tax-Efficient Gifting

Welcome to a View from the Perch, where we bring you essential insights into financial planning each week. Join us as we discuss a new topic every episode, drawing on the extensive research and experience of The PMW's expert team. Our goal is to empower you with the knowledge you need to confidently navigate your personal financial journey.

Please visit our website https://www.planningretirements.com/ to get started on your financial journey today.

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Welcome to a View from the Perch, where we bring you essential insights into financial planning each week. Join us as we discuss a new topic every episode, drawing on the extensive research and experience of The PMW's expert team. Our goal is to empower you with the knowledge you need to confidently navigate your personal financial journey. Please visit our website https://www.planningretirements.com/ to get started on your financial journey today.

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Tax-Efficient Gifting

Tax-Efficient Gifting