Federal Employees Retirement & Benefits Podcast by CD Financial
Charles Dzama
216 episodes
3 days ago
Discover how charitable donations can maximize your tax benefits and support causes you care about. In this video, we unpack: Strategies for effective charitable giving Tax deductions for retirees and business owners Donor-advised funds and philanthropy tips Common mistakes to avoid when giving IRS rules and documentation best practices Key Links & Resources: Book a FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube Subscribe for weekly t...
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Discover how charitable donations can maximize your tax benefits and support causes you care about. In this video, we unpack: Strategies for effective charitable giving Tax deductions for retirees and business owners Donor-advised funds and philanthropy tips Common mistakes to avoid when giving IRS rules and documentation best practices Key Links & Resources: Book a FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube Subscribe for weekly t...
Federal Employees Retirement & Benefits Podcast by CD Financial
21 minutes
2 months ago
Recession Proof Your Retirement
“Lead a charted retirement course by separating income assets from growth assets for true recession‑proof peace of mind.” You don’t need to work longer; you just need a better plan. Schedule a peace of mind visit for your retirement planning with this link: https://calendly.com/charlesdzama/dzamatalk-complimentary-15-min-phone-call Chapters 0:00 – Welcome & intro: What does "recession-proof your retirement" really mean? 0:46 – Chuck’s ocean swimming analogy – being knocked down bu...
Federal Employees Retirement & Benefits Podcast by CD Financial
Discover how charitable donations can maximize your tax benefits and support causes you care about. In this video, we unpack: Strategies for effective charitable giving Tax deductions for retirees and business owners Donor-advised funds and philanthropy tips Common mistakes to avoid when giving IRS rules and documentation best practices Key Links & Resources: Book a FREE 15-minute call: https://calendly.com/charlesdzama/complimentary-15-minute-phone-call-youtube Subscribe for weekly t...
