app02 Mon, 22 Jun 2026 16:04:12 +0000 Fireside (https://fireside.fm) https://retiringgenerously.fireside.fm/tags/charitable%20giving Thu, 30 Nov 2023 01:00:00 -0500 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. en-us episodic a podcast for the charitably inclined Caleb Frankart 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. no finance, retire, retiring, charity, giving, charitable, tax, tax efficient, qualified charitable distribution, donor advised fund, roth conversion, tax strategy Caleb Frankart caleb.frankart@bluejayfg.com https://retiringgenerously.fireside.fm/2 bc5a3051-1c3e-4a17-9b2a-0cf309fc7190 Thu, 30 Nov 2023 01:00:00 -0500 Caleb Frankart full Caleb Frankart Caleb talks about some milestone ages that present planning opportunities to be more generous in retirement. 10:34 no <p>Like 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. </p> retirement age, milestones, rmd, required minimum distribution, qualified charitable distribution, in service distribution, qcd, planning Like 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.

]]> Like 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.

]]> https://retiringgenerously.fireside.fm/trailer 17f851c5-015e-4436-a3bb-f34899445d27 Mon, 23 Oct 2023 10:00:00 -0400 Caleb Frankart trailer Caleb Frankart Trailer 40 no <p>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. </p> retirement age, milestones, rmd, required minimum distribution, qualified charitable distribution, in service distribution, qcd, planning 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.

]]> 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.

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