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How to Find Meaning and Purpose in Retirement: Smart Giving Strategies and Living Well

Tax planning

retirement

IRA contributions

traditional IRA

Roth IRA

HSA

college savings

charitable donations

appreciated securities

donor advised fund

tax deductions

standard deduction

itemized deductions

qualified charitable distribution

QCD

end of year tax tips

investment strategies

Hoxton Planning

certified financial planners.

stocks

Investing

Bear Market

Bull Market

Diversified Stocks

tax planning

Retirement tips

retirement planning

Автор: Last Paycheck

Загружено: 2025-05-21

Просмотров: 4605

Описание:

Looking to add more purpose to your retirement? Learn how smart giving—of time,
money, or assets—can bring deeper fulfillment to your next chapter. Download our Legacy
Giving Game Plan to start building a retirement that makes an impact - https://hoxtonpm.activehosted.com/f/37

☎️ Questions? Call or text Rob and Archie at 304-876-2619 or reach them at https://www.hoxtonpm.com

🗓️ If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/las...

In this episode of Last Paycheck Podcast, CFP Professionals Archie Hoxton and Rob Hoxton dive into the important topic of making your retirement truly meaningful. They explore how retirees can find purpose after their final paycheck by shifting focus from work-related achievements to new sources of fulfillment. The discussion covers practical strategies for creating impact in retirement, including giving back through charitable donations, sharing expertise, and making legacy gifts.

Archie and Rob break down smart ways to give, like utilizing Qualified Charitable Distributions, donating appreciated assets, and leveraging donor-advised funds, to maximize both the benefit to charities and tax efficiency. They also touch on planned giving and building a lasting legacy using charitable trusts and other creative vehicles. Tune in for insightful advice on finding purpose, staying engaged, and making your retirement years both rewarding and impactful.

Get their book!
Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/

Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com 

Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.

Visit:
http://www.thelastpaycheck.com

You can also listen to Last Paycheck on
Apple Podcasts:
https://podcasts.apple.com/us/podcast...

Spotify:
https://open.spotify.com/show/1TmzPXE...

00:00 Introduction
03:28 Rethinking Giving After Income Changes
09:28 Tax Strategy: Bunching Donations
13:23 "Life Estate: Donate Home, Retain Use"
14:32 Charitable Remainder Trust Benefits

#retirement #retirementplanning #financialfreedom

How to Find Meaning and Purpose in Retirement: Smart Giving Strategies and Living Well

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