Moody Radio Interview 7-11-17 – Transferring Wealth

sound-speaker-radio-microphone

In this broadcast, we discussed some of the tax issues that come into play when transferring wealth to our children or to ministry.  The following recording is from “Mornings with Kelli and Linda” on Moody Radio Indiana (97.9 FM). You can read the corresponding article here.

For more information on Moody Radio, go to moodyradio.org/indiana.

 

Brad Graber, CFP® has been working with clients on personal financial planning and investment issues since 1996. He invests his time mentoring and educating individuals on ways to be better stewards of the resources God has entrusted to them.

Brad is a specialist in personal financial planning issues including retirement planning, investment management and charitable giving optimization.

Leave a Comment