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Episode 198:Gifts That Grow: Sparkling Ideas for Financial Wellness This Holiday Season
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Innhold levert av Melissa Joy, CFP® and Melissa Joy. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Melissa Joy, CFP® and Melissa Joy eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.
In this festive episode, host Melissa Joy, CFP®️, dives into the world of holiday giving with a twist. The focus is on gifts that aren't just thoughtful but also contribute to financial wellness. Melissa Joy opens the discussion by sharing her excitement for the holiday season and the importance of meaningful gift-giving. She emphasizes how charitable gifts can teach younger generations about compassion and empathy. Need something in the next week? How about financial gifts like gifting stocks, subscriptions to budgeting apps or services from financial planners or coaches? This episode is a must listen for a unique take on holiday gift-giving, emphasizing gifts that contribute to financial literacy and wellness, thereby leaving a lasting impact.
Resources:
- Listen to Episode 195: Maximizing the Impact of Charitable Giving with Melissa Joy.
- Read How to give the gift of a Roth IRA.
- Michigan 529 plans have a whole page on how to gift to a 529.
- Save Spend Donate Invest piggy bank.
- Trust and Will digital estate planning solution with 10% discount.
- Help a family member create a book with stories from their life with Storyworth.
- Read Pearl Planning blog, 10 Ideas for Giving.
- Here are Tips and Contribution Limits for Charitable Giving.
- Register for our Winter 2024 Economic Update and Investment Outlook.
Links are being provided for information purposes only. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax matters. You should discuss any tax matter
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