Chris Beard, CFP® and Jesse Hansford, CFP® hit on Planning, Economy & Markets, and Recommendations – in this week’s Random Gleanings episode! Kicking things off, they walk through thoughts and an example of tax-smart giving for folks age 70.5+ through Qualified Charitable Distributions (QCDs). Next, they discuss the kickoff of the earnings season, which with a bang from a familiar Consumer Staple company and speculate on whether the big banks may offer up something spooky on Friday the Thirteenth. Finally, their recommendations point to a couple ways to access the genius of the Oracle of Omaha, Warren Buffett.
0:00 – Intro
0:18 – PLANNING: Charitable Giving
0:38 – Qualified Charitable Distributions (QCD)
2:39 – QCD Example: 2 Tax Scenarios
7:22 – ECONOMY & MARKETS – Earnings Season
11:28 – What We’re Watching – Recommendations