Retiring Generously
a podcast for the charitably inclined
About the show
Welcome to Retiring Generously, a podcast for the charitably inclined. I’m Caleb Frankart, Financial Advisor and Enrolled Agent at Blue Jay Financial Group in Defiance Ohio. My mission is to equip you with the knowledge and the resources to be generous, tax-efficient, and intentional with your retirement dollars. Let’s get started.
Retiring Generously on social media
Episodes
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Episode 10: Now & Later
December 28th, 2023 | 10 mins 24 secs
retire with purpose, tax efficient giving
Today we talk about things that you can do now to be more charitable later in life.
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Episode 9: Generous People Are Happier & More Successful
December 26th, 2023 | 10 mins 59 secs
retire with purpose, tax efficient giving
Today we will look at the correlation between generosity and success.
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Episode 8: Charity Begins At Home
December 21st, 2023 | 10 mins 10 secs
retire with purpose, tax efficient giving
Today we will explore tax efficient ways to be generous with family.
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Episode 7: When To Itemize Your Charitable Donations
December 19th, 2023 | 10 mins 16 secs
retire with purpose, tax efficient giving
Today we look at when to take the standard deduction versus itemizing. We'll also discuss bunching donations as a strategy to maximize deductions.
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Episode 6: Tax-Efficient Beneficiary Designations
December 14th, 2023 | 11 mins 8 secs
retire with purpose, tax efficient giving
Today we'll explore how to coordinate your beneficiaries in the most tax-efficient manner.
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Episode 5: Roth Conversions For The Next Generation
December 12th, 2023 | 9 mins 47 secs
retire with purpose, tax efficient giving
Today we explore Roth conversions as another potential solution to the RMD conundrum.
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Episode 4: Qualified Charitable Distributions
December 7th, 2023 | 10 mins 13 secs
retire with purpose, tax efficient giving
Now that we’ve identified a potential problem in required minimum distributions, or RMDs, we’ll spend our time today talking about a potential solution, Qualified Charitable Distributions.
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Episode 3: The RMD Conundrum
December 5th, 2023 | 10 mins 27 secs
retire with purpose, tax efficient giving
Today we'll talk about the why and how of required minimum distributions.
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Episode 2: Planning To Be Generous: Milestone Ages
November 30th, 2023 | 10 mins 34 secs
charitable giving, financial planning, tax efficiency
Caleb talks about some milestone ages that present planning opportunities to be more generous in retirement.
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Episode 1: Mission and Purpose
November 28th, 2023 | 9 mins 42 secs
retire with purpose, tax efficient giving
On the first episode of Retiring Generously, Caleb talks about the mission of this podcast.
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Retiring Generously (a podcast for the charitably inclined)
October 23rd, 2023 | 40 secs
charitable giving, financial planning, tax efficiency
Trailer