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Maximizing Charitable Giving Through QCDs

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Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about family and financial security, exploring the connecti 
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This week on Family First Retirement, the conversation focuses on the importance of charitable giving, particularly through Qualified Charitable Distributions (QCDs), and how they can benefit both the giver and the recipient. It also delves into the complexities of Medicare, including the differences between Medicare and Medicaid, and the various parts of Medicare. Additionally, the discussion covers pension strategies, particularly in light of recent trends such as the incorporation of Bitcoin into pension funds, and emphasizes the need for personalized financial planning.

For more information or to schedule a consultation call 302-330-2166 or visit www.patriawealth.com

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  1. Family First Retirement

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Family First Retirement

Welcome to "Family First Retirement," presented by Patria Wealth Group. Join us as we talk about fam 
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