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TikTok’s Dangers, Pensions, & Charitable Strategies (1/18/2025)
Manage episode 462322349 series 3083349
Το περιεχόμενο παρέχεται από το Alec Kelso and The Real Money Pros. Όλο το περιεχόμενο podcast, συμπεριλαμβανομένων των επεισοδίων, των γραφικών και των περιγραφών podcast, μεταφορτώνεται και παρέχεται απευθείας από τον Alec Kelso and The Real Money Pros ή τον συνεργάτη της πλατφόρμας podcast. Εάν πιστεύετε ότι κάποιος χρησιμοποιεί το έργο σας που προστατεύεται από πνευματικά δικαιώματα χωρίς την άδειά σας, μπορείτε να ακολουθήσετε τη διαδικασία που περιγράφεται εδώ https://el.player.fm/legal.
Brian Wiley and Jeremiah Bates unpack the dangers of bad advice on platforms like TikTok, highlighting how poorly sourced financial tips can lead to major IRS troubles. They emphasize the importance of vetting financial advisors and understanding credentials to ensure your money is in trusted hands. Too bad it didn’t stay banned for long!
They then shift to pensions, exploring the pros and cons of lump-sum payouts versus lifetime payments. The hosts address factors like interest rates, flexibility, and the long-term viability of pension providers. They also highlight the nuances of joint-life and single-life payout options, along with how to align these decisions with your retirement goals. Plus, donor-advised funds can be a strategic charitable giving tool. The hosts explain how these funds work and the tax advantages they offer, especially for those with RMD obligations.
Listen, Watch, Subscribe, Ask!
https://www.therealmoneypros.com
Hosts:
Brian Wiley & Jeremiah Bates
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SPONSORS:
Guild Mortgage:
Ataraxis PEO
Tree City Advisors of Apollon:
https://www.treecityadvisors.com
Apollon Wealth Management:
https://apollonwealthmanagement.com/
Formations:
https://get.formationscorp.com/real-money-pros
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