WCI #348: How Much Should Location Matter When Choosing a Residency?

Jan 4, 2024

The podcast discusses concerns and workarounds for Donor-Advised Funds, investing flexibility and increasing income, protecting assets from lawsuits, factors to consider when choosing a residency, and expressing gratitude and dedication to listeners.

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Introduction

00:00 • 4min

Concerns and Workarounds for Donor-Advised Funds

04:08 • 10min

Investing flexibility, increasing income, and self-insurance policies

14:23 • 5min

Protecting Assets from Lawsuits

19:04 • 23min

Factors to Consider When Choosing a Residency

42:09 • 6min

Expressing Gratitude and Dedication to Listeners

47:45 • 2min

Today we are answering your questions! Before we get to those we have a few follow up comments from listeners from episode #345 about DAFs. We talk about the possibility of companies offering DAFs ability to control which charities you can or cannot donate to. Then we get into your questions about saving for intermediate term goals, institutional malpractice policies, how to safely invest in real estate and more!

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