039 – Jill Johnson – Planning for Generosity
Episode Highlights Understanding Required Minimum Distributions (RMDs) Kim Moeller kicks off the episode by demystifying Required Minimum Distributions (RMDs)—mandatory IRA withdrawals now starting at age 74 that are subject to taxes. It’s essential information for anyone planning their retirement finances. Jill Johnson’s Journey of Generosity Jill Johnson, our guest, shares her incredible story of treating […]
019- Valerie Hogan- Wealth Transfer, Women, and Wise Finances
Valerie Hogan: And of course, we know Covid hit women and their earnings pretty hard, and maybe all of our earnings pretty hard, or investments. But nevertheless, thattrain is moving. And used to be people we’re saying, “It’s coming. It’s coming, it’s coming.” No, it’s here. We’re seeing it day after day. Welcome Kim […]
