Scott and James discuss the most effective way to incorporate giving into your financial plan.

NEW: We're on YouTube here!

Listener Question:

Am I on track to retire at 52? Am I over-investing in retirement at the expense of more freedom now? How would you recommend incorporating pension plans into overall retirement planning (ideal year:pension percentage break-even point?)? 

Planning Points Discussed

• Utilizing Time Efficiently
• Capital Appreciation
• Purchasing Power
• Other issues (IRAs, Inflation, Financial Goals, etc.)

Timestamps:

2:30 - We're on YouTube HERE!

6:17 - Redefining Giving

10:30 - Truth of Money

13:16 - 503(c) organizations

18:20 - Tax Planning

20:53 - Life Insurance

22:49 - Business Assets

26:00 - Aligning Your Financial Goals

LET'S CONNECT!

James

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Scott

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