76. The Most Tax-Efficient Ways to Give to Charity

In this episode, I talk about red flags to look for in investments that are too good to be true, including three real life examples I've seen in my financial planning practice.

Key Timestamps:

00:00 Introduction and Announcements

01:20 Core Principles of Sound Investing

02:20 Identifying Red Flags in Investment Opportunities

04:34 Real-World Examples of Investment Scams

09:02 Protecting Yourself from Investment Scams

09:50 Conclusion and Final Thoughts

Resources Mentioned:

Bernie Madoff FBI Case

Paul Regan Fraud Scheme 2024

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More of Baskin Financial Planning:

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⁠⁠www.baskinfp.com/post/77

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