The episode introduces Jason Beckley who works with OmniStar Financial Group. The main topic is Gifting and Charitable Giving.
There’s a lot of focus on legacy when creating a financial plan. Many clients focus on how best to leave assets to their children or favorite charities. However, one key piece to a comprehensive plan may be gifting while alive.
For wine Wednesday We Are Talking Money Live talks about Sangiovese.
The king of the Tuscan wines. Grown predominantly in Italy. There are less than 2,000 acres in the US.