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Retiring Generously

By: Caleb Frankart
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  • Summary

  • Welcome to Retiring Generously, a podcast for the charitably inclined. I’m Caleb Frankart, Financial Advisor and Enrolled Agent at Blue Jay Financial Group in Defiance Ohio. My mission is to equip you with the knowledge and the resources to be generous, tax-efficient, and intentional with your retirement dollars. Let’s get started.
    © 2024 Retiring Generously
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Episodes
  • Retiring Generously (a podcast for the charitably inclined)

    Retiring Generously (a podcast for the charitably inclined)
    Oct 23 2023
    Hey there! This is Caleb Frankart, Financial Advisor and Enrolled Agent at Blue Jay Financial Group in Defiance OH. Today, I’m excited to introduce a new podcast called “Retiring Generously.” Coming to a platform near you, this November 28th. We’ll talk through tax-efficient strategies to be more effective with charitable giving in retirement, and how to best prepare for a generous retirement. Be sure to subscribe on Apple Podcasts, Spotify, or wherever you listen to podcasts. “Retiring Generously”, a podcast for the charitably inclined.
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    1 min
  • Episode 10: Now & Later

    Episode 10: Now & Later
    Dec 28 2023
    At this point, you may be saying to yourself, “this is good information and all, but I’m not retired, and I won’t be for awhile, so what’s the point?” If this is you, I would encourage you to keep listening. As I said in a prior episode, you don’t just show up to retirement without preparation. And if you do, you are probably not prepared to give generously in retirement. I want to share some ideas for everyone today. The truth is that there are things that we can all do to retire generously, regardless of where we are in the journey.
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    10 mins
  • Episode 9: Generous People Are Happier & More Successful

    Episode 9: Generous People Are Happier & More Successful
    Dec 26 2023
    I’ve always said that generous people tend to be happier and more successful. But that can be a bit of a chicken and the egg situation. Are generous people happier because they are more successful? Or are they more successful because they are happier? I don’t really know for sure, but I do think that there is a strong correlation between the two. I said that we will only dip our toe in the waters of psychology. There are reasons for that. A psychologist I am not. I’m a financial advisor. But you can’t deny that the two subjects often crossover.
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    11 mins
Economics Personal Finance
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