Answering Your 2025 Financial Questions (Part 1)
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Answering Your 2025 Financial Questions (Part 1)
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About this listen
As the year winds down, we’re taking a moment to answer some of the listener questions we’ve received over the past few months. One listener asks how they can give meaningful monetary gifts to their kids or grandkids while staying within gift tax rules. Another listener wonders whether keeping a large sum of cash in the bank- like $150,000- is really necessary, or if that money could be working harder for them elsewhere.
Show Links & Info:
SPC Investing: http://spcinvesting.com/
Schedule A Visit: https://talkstomike.com/
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