“We've had to pause our distributions before… it's more important to keep the deal moving than to run out of money after you've passed the money out.”
JW
Jason Williams
Ironclad Underwriting Podcast ·
“‘You got to use that gift tax… set them up’”
Financial Tea with Mrs. Dow Jones · Under Cover Upper East Sider (w/ Jill Kargman)
Play from 47:39
47:39
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What was described
suggests using the gift-tax exemption to pass money to heirs
Said nearby on the same subject
“If you give $19,000 or less to somebody, you don't have to pay any gift tax... married filing joint, you can give $38,000.”
SM
Stephanie McCullough
Take Back Retirement ·
“I suggest doing no more than three goal details for the quarter… I suggest picking only three that you'll be working on and directing your attention”
LG
Libby Grywe
The Efficient Advisor: Tactical Business Advice for Financial Planners ·
“It is unethical to not use the money as part of your household… you use that money… part of your budget”
DR
Dave Ramsey
The Ramsey Show ·
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