Here’s some of what we discuss in this episode:
🇺🇸 National Volunteer Week: Celebrating the importance of volunteering
👐Volunteering Time: How giving your time can fill a void in retirement
🧠 Using Talents: Leveraging your skills in volunteering
🎁 Role of Treasure: How financial contributions fit into volunteering
📊 Tax-Efficient Volunteering: Strategies to maximize your giving
Today’s Hack
In honor of National Volunteer Week (April 19-25), Phil talks about why volunteering is an important part of life, especially in retirement. Retirement isn’t just about stepping away from work. It’s an opportunity to step toward the things you’ve always cared about, with more time and freedom than you’ve had in decades. National Volunteer Week is a good reminder that all of it can keep doing good long after your last day of work.
Go Inside the Episode:
0:00 – Intro
1:22 – Volunteering Time
4:42 – Using Talents in Volunteering
6:56 – Role of Treasure (Giving)
8:15 – Tax-Efficient Volunteering
10:59 – Professional Guidance
12:49 – Final Thoughts
If you have any questions about what we discussed in this episode, reach out and we’ll be happy to set up a time to talk.
Get your copy of The Tax-Smart Retiree: https://www.thetaxsmartretireebook.com/welcome