SOUND INVESTING PODCAST
12/7/2022
https://anchor.fm/s/10bb8090/podcast/play/61785830/https%3A%2F%2Fd3ctxlq1ktw2nl.cloudfront.net%2Fstaging%2F2022-11-6%2F9cfe2a9a-8da2-64b3-ad96-93f803018393.mp3
Paul Merriman
Show Notes
About This Episode
- How to create a fund for your grandchild, child, or other youngster you want to help, which can build a lasting legacy.
- How to put some money aside that can compound tax free or tax deferred for the rest of their life and cause them to likely remain true to your original goals.
- How this process works, which theoretically is pretty simple.
- How to consider the personal and variable outcomes of this method.
- How to use the Tables that simulate for variables.
Paul turns over presentation to Daryl around :15
Chris Pedersen joins in around :45
Daryl Bahls—Tables:
Slides: Fund For A Grandchild—How to create a lasting legacy for your grandchild
Return Tables: Fund For A Grandchild
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