Shows
Audio Fiction Releases: A Cambridge Geek PodcastStudio RacklinStudio Racklin is a D&D actual-play podcast created by 6 college friends and artists. Follow the wild adventures of Jacob Frankart, Natalie Joritz, Jadon Muñiz, Jayce Porter, Emma Raber, and Caleb Silvia as they explore the weird worlds of their created universe! Campaign 1: Misfortune's Key (DM: Jadon Muñiz)
Link: https://www.instagram.com/studio_racklin?igsh=MWRoaXk3M2k2OW0zYw==
RSS Feed: https://api.riverside.fm/hosting/PxqwsNYY.rss
2025-10-3100 min
Retiring GenerouslyEpisode 10: Now & LaterAt this point, you may be saying to yourself, “this is good information and all, but I’m not retired, and I won’t be for awhile, so what’s the point?” If this is you, I would encourage you to keep listening. As I said in a prior episode, you don’t just show up to retirement without preparation. And if you do, you are probably not prepared to give generously in retirement. I want to share some ideas for everyone today. The truth is that there are things that we can all do to retire generously, regardless of where we...
2023-12-2810 min
Retiring GenerouslyEpisode 9: Generous People Are Happier & More SuccessfulI’ve always said that generous people tend to be happier and more successful. But that can be a bit of a chicken and the egg situation. Are generous people happier because they are more successful? Or are they more successful because they are happier? I don’t really know for sure, but I do think that there is a strong correlation between the two. I said that we will only dip our toe in the waters of psychology. There are reasons for that. A psychologist I am not. I’m a financial advisor. But you can’t deny that the...
2023-12-2610 min
Retiring GenerouslyEpisode 8: Charity Begins At HomeOn today's epiosode we explore some outside the box ideas to help family and friends with two big financial burdens. Medical expenses and tuition expenses. By using direct payments to the provider or institution, you exclude the gift from your gift tax return, which allows you to be more generous in other areas. After all, if you are planning to be charitable in retirement, remember charity begins at home. Someone once said that, and it sounds good to me.
2023-12-2110 min
Retiring GenerouslyEpisode 7: When To Itemize Your Charitable DonationsWhen does it make sense to itemize deductions? Well, if you are far exceeding the standard you’ll want to itemize. But you can also look at opportunities to “bunch” charitable donations. Sounds pretty simple, right? We all know that the tax code is anything but simple, so you need to make sure that your tax preparer is totally on board before you employ a bunching strategy. Learn more on today's episode.
2023-12-1910 min
Retiring GenerouslyEpisode 6: Tax-Efficient Beneficiary DesignationsWe’ve covered a lot of ground in the first few episodes. We’ve talked about a couple of different strategies for tax-efficient giving. We talked about ideas that specifically benefit charitable organizations. We talked about ideas that specifically benefit the next generation, likely your children. And today we are going to explore some ways to benefit both. As an added bonus, some of these ideas may be more beneficial to you as well. I’m talking about tax-efficient beneficiary designations. Don’t worry, it sounds a lot fancier than it really is. Let’s get into the nuts and bolts
2023-12-1411 min
Retiring GenerouslyEpisode 5: Roth Conversions For The Next GenerationRoth conversions can be done systematically as a part of a really effective financial plan. It’s a strategy that requires meticulous planning and perfect execution, so you need to proceed with caution. However, if retiring generously includes being generous to the next generation, you can see why this is a worthwhile endeavor.
2023-12-1209 min
Retiring GenerouslyEpisode 4: Qualified Charitable DistributionsOne of the most effective strategies for the charitably inclined is the use of Qualified Charitable Distributions, or QCDs. That’s right, another fun acronym for you to remember. But if you simply remember that QCD is short for tax savings, you’ll be fine. The great thing about QCDs is that we aren’t re-inventing the wheel here. We’re actually talking about doing something that you probably already do. The difference is the order of the steps that we use.
2023-12-0710 min
Retiring GenerouslyEpisode 3: The RMD ConundrumWe’ll spend our time today talking about the how and why of RMDs, and if you follow along, you’ll see the conundrum that they create. In later episodes we’ll talk about tax savvy solutions to resolve the conundrum, but for today we first need to understand what we’re dealing with. Before we solve the problem, we first have to have a grasp on what the problem actually is. Here we go.
2023-12-0510 min
Retiring GenerouslyEpisode 2: Planning To Be Generous: Milestone AgesLike most worthwhile endeavors, planning is essential to being wildly generous in retirement. And these 3 milestone ages present planning opportunities to set ourselves up to do just that. We will continue to build the foundation by looking at these milestones ages individually in episodes to come.
2023-11-3010 min
Retiring GenerouslyEpisode 1: Mission and PurposeMost people have bigger goals in mind than just surviving when they retire. For those folks, retirement is about more than just financial security, it’s about service. Service to their family, or their church, or their local non-profit of choice. Retirement becomes an opportunity to be more generous with their time, money and resources. These are the people that I find are most fulfilled in retirement. They have a driving purpose. I’ve been very fortunate in my career to work with people like this. And what I’ve found is that there is nothing more fulfilling in my bus...
2023-11-2809 min
Old Fashioned FinanceEpisode 113: Retiring Generously: a podcast for the charitably inclinedHey there! This is Caleb Frankart, Financial Advisor and Enrolled Agent at Blue Jay Financial Group in Defiance OH. Today, I’m excited to introduce a new podcast called “Retiring Generously.” Coming to a platform near you, this November 28th. We’ll talk through tax-efficient strategies to be more effective with charitable giving in retirement, and how to best prepare for a generous retirement. Be sure to subscribe on Apple Podcasts, Spotify, or wherever you listen to podcasts. “Retiring Generously”, a podcast for the charitably inclined.
2023-10-2700 min
Retiring GenerouslyRetiring Generously (a podcast for the charitably inclined)Hey there! This is Caleb Frankart, Financial Advisor and Enrolled Agent at Blue Jay Financial Group in Defiance OH. Today, I’m excited to introduce a new podcast called “Retiring Generously.” Coming to a platform near you, this November 28th. We’ll talk through tax-efficient strategies to be more effective with charitable giving in retirement, and how to best prepare for a generous retirement. Be sure to subscribe on Apple Podcasts, Spotify, or wherever you listen to podcasts. “Retiring Generously”, a podcast for the charitably inclined.
2023-10-2300 min