Client Access  |  Careers & Advisory Teams
December 7, 2023

How Do You Navigate Financial Gifts?

Financial Planning Committee

Financial Gifting Ideas for the Next Generation on our podcast, “Navigating Life Transitions”

How do you financially gift to the next generation and beyond? Whether for education or to create financial ease for kids or grandkids, seeing the impact financial gifts have while you’re living can bring meaning and enjoyment to your life.  

This is the topic of discussion in the latest episode of “Navigating Life Transitions,” a podcast by JNBA Financial Advisors. Each episode of the podcast, hosted by Kim Insley, features a panel of specialists who bring different perspectives to life’s biggest challenges, changes, and opportunities.

As the conversation dives into why people financially gift and the different ways to consider gifting, guests Elise Huston and Christopher Mastley, both Advisors at JNBA, share insights into the strategies behind financial gifting, reflecting on meaningful stories of gifts they’ve helped individuals and families facilitate. Episodes of “Navigating Life Transitions” are released monthly and can be found on Apple Podcasts and Spotify. The latest episodes and more information are also available at jnbanavigatinglifetransitions.com.

Due to various factors, including changing market conditions and/or applicable laws, some of the content may no longer be reflective of current opinions or positions. Moreover, you should not assume that any discussion or information contained in this blog serves as the receipt of, or as a substitute for, personalized investment advice from JNBA Financial Advisors.

Please see important disclosure information at jnba.com/disclosure

RECENT INSIGHTS

Tax Season Reminders

As we prepare for the upcoming tax filing season, here are a few reminders: 1099 DELIVERY REMINDERS Most TD Ameritrade and Schwab 1099s should be

Read More »