Ep 75: Optimizing Your 2024 Financial Strategy: Smart Savings, Strategic Charitable Giving, and Retirement Planning Round Table

Embark on a journey through the financial landscape of 2024 with the team —Jake, Sam, Daron, and Eric—as we share a wealth of strategies to keep your cash flow robust and your fiscal control ironclad. From Shohei Otani’s smart contract deferment to the savvy structuring of your assets for maximum long-term gain, we’ve got insider tips that will transform the way you handle your wealth.
This episode is your road map to a more prosperous future, no matter where you stand today. In today’s chat, we discuss:

  • The psychological shifts that come with major financial transitions.
  • The ‘bucketing’ method, providing a clear structure to classify your funds and ease your mind
  • The importance of clear communication with partners on financial goals and the power of yearly check-ups on your financial health
  • The art of strategic charitable giving and tax planning
  • How setting up a donor-advised fund can amplify your generosity while easing your tax burden
  • The potential benefits of leveraging Qualified Charitable Distributions to make an impact
  • The secrets to maintaining a consistent cash flow as you transition into retirement

With this episode, you’re not just listening to advice; you’re gearing up with actionable steps toward financial freedom and control.

Hear Past episodes of the Way2Wealth Podcast!

Learn more about our Host, Scott Ford, Managing Director, Partner & Wealth Advisor

Securities offered through Cetera Advisor Networks LLC, Member FINRA/SIPC. Investment advisory services
offered through CWM, LLC, an SEC Registered Investment Advisor. Cetera Advisor Networks LLC is under
separate ownership from any other named entity. Carson Partners, a division of CWM, LLC, is a nationwide
partnership of advisors. 19833 Leitersburg Pike, Suite 1 Hagerstown, MD 21742. Opinions expressed by the
presenter may not be representative of Cetera Advisors Networks LLC, or CWM, LLC.

Apple PodcastsSpotifyGoogle PodcastsYouTube

More Episodes

Connect With Us!