Federal Employees Retirement & Benefits Podcast by CD Financial
Charles Dzama
216 episodes
4 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...
What Happens When You Hire a Fiduciary Financial Advisor, What Do They Do?
Federal Employees Retirement & Benefits Podcast by CD Financial
4 minutes
1 month ago
What Happens When You Hire a Fiduciary Financial Advisor, What Do They Do?
A financial advisor doesn’t just manage your investments — they design a roadmap to your goals, protect your lifetime income, and adapt your plan when life changes. 🔔 Don’t forget to Subscribe and tap the bell for weekly insights on financial planning, retirement, tax strategy, and more. A truly fiduciary financial advisor builds personalized retirement income strategies, handles tax planning, and ensures your portfolio adjusts to life’s changes. 🔗 LINKS & RESOURCES FREE 15-minute call...
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...
