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Scavenger Hunt For Inheritance, Costco Gold and French Fries...Oh My

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Manage episode 413182536 series 2098740
Content provided by Brian Bowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Bowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Brian and Brett discuss various topics including an unusual way to dole out a man's inhertiance...with a posthumous scavenger hunt! The guys also discuss gift taxes, the importance of comprehensive financial planning, the rise in gold sales, and the need for a retirement plan. They emphasize the importance of collaborating with different advisors and taking the time to plan for retirement. And also discuss french fries being considered a "luxury".

0:00: French fries are a luxury? 4:03: Understanding Gift Taxes and Their Implications 8:49: The Importance of Comprehensive Financial Planning 13:09: The Need for a Retirement Plan: Even if Early Retirement Isn't the Goal

  continue reading

105 episodes

Artwork
iconShare
 
Manage episode 413182536 series 2098740
Content provided by Brian Bowen. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Brian Bowen or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode, Brian and Brett discuss various topics including an unusual way to dole out a man's inhertiance...with a posthumous scavenger hunt! The guys also discuss gift taxes, the importance of comprehensive financial planning, the rise in gold sales, and the need for a retirement plan. They emphasize the importance of collaborating with different advisors and taking the time to plan for retirement. And also discuss french fries being considered a "luxury".

0:00: French fries are a luxury? 4:03: Understanding Gift Taxes and Their Implications 8:49: The Importance of Comprehensive Financial Planning 13:09: The Need for a Retirement Plan: Even if Early Retirement Isn't the Goal

  continue reading

105 episodes

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