• 108: “Deciding how to best give financially to my adult kids" - Assessing Michelle’s options

  • Apr 15 2024
  • Length: 1 hr and 9 mins
  • Podcast

108: “Deciding how to best give financially to my adult kids" - Assessing Michelle’s options

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  • Summary

  • Formerly “Awe-Inspired and Retired”. Welcome to 8000 days.

    Caleb and Riley are joined by Michelle Oram who has plans to retire in the next 3 months. Having been employed with the same employer for 23 years, this is going to be a big change.

    Learn more about:

    • Practical advice on tax-efficient strategies for transferring wealth to the next generation, balancing legacy with personal fulfillment.
    • The value of continuing personal growth and exploration in preparing for retirement, from pursuing passions to discovering new interests.
    • The importance of staying engaged and relevant in your career, and how this mindset impacts your transition into retirement.


    Resources:

    • To take the giving while living vs giving at death quiz, email randerson@investordna.ca


    Hosted by Caleb Miller and Riley Anderson of InvestorDNA

    Meet Caleb and Riley
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