📅 Book a 1-on-1 with Ryan: https://speakwithryan.com/
📦 Grab your FREE Tax-Free Retirement Toolkit: https://toolkit.blackoakam.com/podcast-toolkit.html
You’ve worked hard, saved well, and now you’re thinking about giving back—maybe to your kids, your grandkids, or a cause you care about. But should you wait and pass that wealth on later, or give while you’re still around to enjoy the impact? Let’s talk about how to make that decision with confidence.
In this episode, Ryan walks through the key considerations for making smart, intentional choices with your wealth, including understanding gift tax rules, weighing the emotional impact, and making sure your own financial foundation is solid before giving anything away.
Here’s what we discuss in this episode:
✨ $19,000 Gift Tax Exclusion
👀 See the Impact Now: enjoy watching loved one's benefit while you're here
🎓 Tuition gifting tip to avoid using gift limit
❤️ Clarify your “why” and what truly matters to you
💸 Smarter RMD strategies
Visit us online: https://blackoakam.com/
Phone: (470) 508-0508
Get more financial education on our YouTube Channel: https://bit.ly/45kJlwI
Popular Podcasts
Las Culturistas with Matt Rogers and Bowen Yang
Ding dong! Join your culture consultants, Matt Rogers and Bowen Yang, on an unforgettable journey into the beating heart of CULTURE. Alongside sizzling special guests, they GET INTO the hottest pop-culture moments of the day and the formative cultural experiences that turned them into Culturistas. Produced by the Big Money Players Network and iHeartRadio.
Crime Junkie
Does hearing about a true crime case always leave you scouring the internet for the truth behind the story? Dive into your next mystery with Crime Junkie. Every Monday, join your host Ashley Flowers as she unravels all the details of infamous and underreported true crime cases with her best friend Brit Prawat. From cold cases to missing persons and heroes in our community who seek justice, Crime Junkie is your destination for theories and stories you won’t hear anywhere else. Whether you're a seasoned true crime enthusiast or new to the genre, you'll find yourself on the edge of your seat awaiting a new episode every Monday. If you can never get enough true crime... Congratulations, you’ve found your people. Follow to join a community of Crime Junkies! Crime Junkie is presented by audiochuck Media Company.
Stuff You Should Know
If you've ever wanted to know about champagne, satanism, the Stonewall Uprising, chaos theory, LSD, El Nino, true crime and Rosa Parks, then look no further. Josh and Chuck have you covered.