In this episode, I talk about the top 5 most impactful personal finance books I've ever read that I would recommend you check out in the new year!

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Key Timestamps:

00:00 Intro and Top 5 Personal Finance Books Overview

00:51 Book 1: The Psychology of Money

02:05 Book 2: Your Money or Your Life

03:25 Book 3: Die With Zero

05:29 Book 4: A Random Walk Down Wall Street

06:37 Book 5: The Millionaire Next Door

07:57 Conclusion and Additional Resources

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Resources Mentioned:

• Psychology of Money- Morgan Housel
• Your Money or Your Life - Vicki Robin
• Die With Zero- Bill Perkins
• Random Walk Down Wallstreet- Burton Malkiel
• The Millionare Nextdoor- Dr. Thomas Stanley

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More of Baskin Financial Planning:

Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠ with me to see if we would be a mutual fit.

Questions or comments, drop me a note at: ⁠⁠erik@baskinfp.com⁠⁠

⁠⁠www.baskinfp.com/post/78

‍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:

Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠ with me to see if we would be a mutual fit.

Questions or comments, drop me a note at: ⁠⁠erik@baskinfp.com⁠⁠

⁠⁠www.baskinfp.com/post/77

‍In this episode, I go through the three tax-efficient strategies for maximizing the value of your charitable giving.

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Key Timestamps:

00:00 – Intro
01:25 – Standard deduction explained
04:40 – Strategy 1: Bunching
05:46 – Strategy 2: Donor-Advised Funds
07:04 – Strategy 3: QCDs
08:41 – Recap & final thoughts

Resources Mentioned:

Episode 37 on Donor Advised Funds (DAFs)

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More of Baskin Financial Planning:

⁠⁠Download the Ultimate Military Finance Checklist⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, with 7 pages of critical things to be thinking about to clarify your journey to financial freedom.

Think you might need some financial help? ⁠⁠⁠⁠⁠⁠⁠Book an intro call⁠⁠ with me to see if we would be a mutual fit.

Questions or comments, drop me a note at: ⁠⁠erik@baskinfp.com⁠⁠

⁠⁠www.baskinfp.com/post/76