Expert Network Team

Episode 74: How Rising Interest Rates affect Advanced Financial Plans

Episode Summary

Jeff Krommendyk and Nathan Merrill ask Karl Frank, CFP about how rising interest rates affect the investment planning he recommends.

Episode Notes

Karl Frank, CFP and Jeff Krommendyk, ask Nathan Merrill about how rising interest rates affect advanced financial planning tools that he recommends.

• What is happening with rates and why?
• How do various charitable plans affected by rising rates?
• Which tax and charitable strategies are better today?
• What about changes in the US Federal Government and how does they affect my financial plans?

We discuss charitable lead and charitable remainder trusts. For more information about these, check out our previous podcast:

• Podcast 39: Introduction to charitable giving