108: “Deciding how to best give financially to my adult kids" - Assessing Michelle’s options

Formerly “Awe-Inspired and Retired”. Welcome to 8000 days. Caleb and Riley are joined by Michelle Oram who has plans to retire in the next 3 months. Having been employed with the same employer for 23 years, this is going to be a big change. Learn more about:

• Practical advice on tax-efficient strategies for transferring wealth to the next generation, balancing legacy with personal fulfillment.
• The value of continuing personal growth and exploration in preparing for retirement, from pursuing passions to discovering new interests.
• The importance of staying engaged and relevant in your career, and how this mindset impacts your transition into retirement.

Resources:

• To take the giving while living vs giving at death quiz, email randerson@investordna.ca

Hosted by Caleb Miller and Riley Anderson of InvestorDNA Meet Caleb and Riley Book a Call Subscribe on Apple Podcasts Subscribe on Spotify Subscribe on Google Podcasts