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Konten disediakan oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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Mailbag: Are Year-End Charitable Donations Still Tax-Beneficial?

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Manage episode 408365707 series 3564307
Konten disediakan oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this week's mailbag episode, Dan asks whether the changes in tax laws in recent years have affected the tax benefits of his charitable donations. Amy asks if her approach of not rushing to pay off debt, utilizing a Home Equity Line for major expenses, and prioritizing retirement savings is advisable. Listen in as Barbara and Phil tackle these questions (and a few more) in today's show!

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule A 15 Minute Consult: http://PathfinderChat.com

  continue reading

148 episode

Artwork
iconBagikan
 
Manage episode 408365707 series 3564307
Konten disediakan oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Barbara Lane and Phil Guske, Barbara Lane, and Phil Guske atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In this week's mailbag episode, Dan asks whether the changes in tax laws in recent years have affected the tax benefits of his charitable donations. Amy asks if her approach of not rushing to pay off debt, utilizing a Home Equity Line for major expenses, and prioritizing retirement savings is advisable. Listen in as Barbara and Phil tackle these questions (and a few more) in today's show!

Important Links:

Pathfinder Wealth Management: http://pathfinderadvisory.com/

Schedule A 15 Minute Consult: http://PathfinderChat.com

  continue reading

148 episode

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