Financial Mailbag: Gifting Money, Overthinking Decisions & Retirement Spending

We’re answering some listener questions today as we open the mailbag and cover a few scenarios that require some financial decision making.

Among the topics we’ll get J’Neanne’s thoughts and perspective on include:

• Tax considerations for gifts made to family.
• Getting past overthinking every financial decision that you need to make.
• What to do with money when you realize you’ll have more than you’re going to need in retirement.

This should be an informative episode covering a wide range of financial planning conversations that we have with people all the time. If you have something you’d like to as J’Neanne, drop a comment below.

 

Here’s some of what we discuss in this episode:

0:00 – Intro

1:25 – Question 1

7:11 – Question 2

10:47 – Question 3

 

Connect with us: https://theuswealthadvisors.com/

 

Get your free toolkit: https://u3ehfk92.pages.infusionsoft.net/

 

Schedule your analysis: https://theuswealthadvisors.com/schedule/

 

Want to learn more about financial planning? Subscribe to our YouTube channel and you won't miss a video ➟ https://bit.ly/3XKgOxu