Ep 64: Investment Lessons To Learn From 2020

Ep 64: Investment Lessons To Learn From 2020

Listen Now:

The Smart Take:

What a year 2020 was. Pandemic. Contested elections. Civil unrest. Rollercoaster investment markets.

As Churchill wrote, “Those that fail to learn from history are doomed to repeat it.” Listen to Kevin discuss investment lessons you can learn from 2020 to be a smarter investor and keep your retirement on track for years to come.

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6:48 – Making Direct Gifts Of Stocks, Or Shares Of Mutual Funds

10:58 – Navigating Donor-Advised Funds

22:05 – Using IRA Money

26:29 – Two More Considerations For QCDs


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The Host:

Kevin Kroskey – AboutContact