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The 60th NewRetirement podcast. This time, Steve Chen is joined by guest Taylor Schulte — the founder of Define Financial and the Stay Wealthy Retirement Podcast — and discusses tax and legacy planning as well as what are and how to use Donor Advised Funds (DAFs).
Try out the NewRetirement Planner for free: https://www.newretirement.com/planner/signup
Produced by Davorin Robison.
© 2021 NewRetirement Inc.
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