MAKING THE MOST OF TIME

Elliott Appel
  • 5.0 (2)
  • SUPERACIÓN PERSONAL
  • CADA SEMANA
MAKING THE MOST OF TIME

Making the Most of Time is a podcast focused on the intersection of money, loss, and grief. It's a place to explore tax planning, investing, and the emotional side of money. It's for people who are about to lose a significant other, widows, caregivers, and others affected by major health events. Elliott Appel is a CERTIFIED FINANCIAL PLANNER™ professional exploring making the most of time - emotionally, spiritually, mentally, physically, and financially. There are no taboo topics. No question is off limits. You can learn more at www.makingthemostoftime.com.

  1. 06/03/2023

    Thank You - Pause in Episodes

    First, thank you for listening! I appreciate you listening along. After a year of podcasting, I’ve decided to take a pause. I’m focusing more of my effort on my blog and newsletter going forward until ... Read more

    5 min

  2. 27/02/2023

    How to Talk to Adult Kids About Money and Inheritances

    I’ve heard and seen many families make mistakes about inheritances, estate plans, and talking about money.  Unfortunately, money is a taboo topic in most families.  Let’s talk openly about how you can talk about money ... Read more

    20 min

  3. 20/02/2023

    How to Optimize Social Security Survivor Benefits as a Widow

    Deciding how to claim Social Security survivor benefits as a widow could be a decision worth hundreds of thousands of dollars.  Learning what benefits are available to you and how to optimize them are extremely ... Read more

    16 min

  4. 13/02/2023

    Is Long-Term Care Insurance Worth It?

    How to plan for long-term care and whether to purchase long-term care insurance is a difficult decision. The costs of long-term care is expense. Listen to hear about the different types of long-term care insurance available, ... Read more

    41 min

  5. 06/02/2023

    Tax-Loss Harvesting - Rules and Examples of a Year-Round Strategy

    Tax-loss harvesting can be a powerful strategy to reduce taxes and defer them. You can hear more about how to do tax-loss harvesting, the benefits, and risks. Learn about examples of where you can use ... Read more

    23 min

  6. 30/01/2023

    The Negative Effects of Caregiving

    Caregiving can come with positive effects, but it often has negative effects. From the emotional, physical, financial, and relationship effects, caregiving impacts many areas of life. Let’s talk about those effects, as well as resources ... Read more

    16 min

  7. 23/01/2023

    Aging In Place – Costs and Factors to Consider

    Aging in place is often the default option people think of when they think about where they want to live as they age. For some people, it’s not the best decision. There are many costs ... Read more

    16 min

  8. 16/01/2023

    Qualified Charitable Distributions (QCDs) - Tax-Efficient Charitable Giving

    Qualified charitable distributions (QCDs) are a powerful giving tool to potentially help reduce your adjusted gross income and the amount of tax you pay. For those who are charitably inclined and giving cash, by credit ... Read more

    14 min
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Making the Most of Time is a podcast focused on the intersection of money, loss, and grief. It's a place to explore tax planning, investing, and the emotional side of money. It's for people who are about to lose a significant other, widows, caregivers, and others affected by major health events. Elliott Appel is a CERTIFIED FINANCIAL PLANNER™ professional exploring making the most of time - emotionally, spiritually, mentally, physically, and financially. There are no taboo topics. No question is off limits. You can learn more at www.makingthemostoftime.com.

Información

  • Creador
    Elliott Appel
  • Años de actividad
    2021 - 2023
  • Episodios
    69
  • Clasificación
    Explícito
  • Mostrar sitio web
    MAKING THE MOST OF TIME

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