

Episode 43: End-of-year ‘to-do’s’ – Medicare and charitable giving
Oct 22, 2022
Learn about the intricacies of Medicare enrollment decisions and the importance of making informed choices. Discover how charitable giving can benefit both charities and your personal finances, along with tax-efficient strategies like donor-advised funds. Dive into the world of strategic charitable giving and estate planning for a lasting philanthropic legacy.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 2min
Navigating Medicare Expenses in Retirement Planning
01:58 • 3min
Navigating Medicare and Additional Insurance Coverage
05:04 • 2min
Navigating Medicare Coverage Options and Enrollment Periods
07:05 • 12min
Navigating Medicare Options and Strategic Charitable Giving
18:38 • 4min
Strategic Charitable Giving Through Donor Advised Funds
22:12 • 16min
Philanthropic Legacy and Holistic Financial Planning
37:46 • 2min