Merry Christmas! Reflecting on the Gift of Giving

Merry Christmas from the team at Retirement Tax Matters!In this special holiday episode, Garrett Crawford, CFP® and Adam Reed step away from the technical world of tax brackets, RMDs, and Roth Conversions to reflect on the season. They share personal Christmas memories—including the story of how they first met during the holidays—and discuss the deeper why behind financial planning.While we spend most weeks focused on tax efficiency, today we focus on the efficiency of the heart. Garrett and Adam discuss why the happiest retirees they work with are often the most generous and connected, and how the spirit of giving can shape a legacy far more than a portfolio return.We hope you enjoy this lighter, reflective episode. We are grateful for you tuning in this year.

Resources:

• Review our Disclosures

• Free Guide: 6 Things High-Net-Worth Retirees Should Know For Retirement:

Timestamps

(00:00) – Merry Christmas from RTM

(01:12) – Garrett’s Favorite Christmas Memories

(04:18) – Adam’s Fender Stratocaster Story

(06:15) – The Role of Generosity in Retirement

(10:02) – Generosity and Connectivity: Two key ingredients in Retirement

(12:22) – Merry Christmas & Luke 2:10