In this episode of The Jeff Motske Show, I'll be talking about parents gifting money to their adult children and grandchildren, challenges faced by the giftors and giftees, and solutions for all involved.
Click on the episode below. Or download the podcast from iTunes to listen on your commute.
About Mike Loo
Mike Loo is an independent financial advisor with more than 20 years of experience in the financial services industry. His mission is to provide a meaningful impact on the lives of clients and the people they care most about, help them make educated decisions with their money, and build a strong financial foundation for both themselves and their next generation. Mike is committed to meeting a high standard of excellence, taking the time to listen to clients’ needs, and designing strategies that aim to help clients save money and reduce debt. He seeks to fit a client’s investments into their life and educate them so they’ll understand their investments. To learn more about how Mike may be able to help, connect with him on LinkedIn, call his office at (949) 221-8105 x 2128, or email him at firstname.lastname@example.org.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Trilogy Capital, a registered investment advisor. Trilogy Capital and Trilogy Financial are separate entities from LPL Financial. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. The opinions expressed in this material may not necessarily reflect the views of LPL Financial. The companies and speakers mentioned herein are not affiliated with LPL Financial. All investing involves risk including loss of principal. No strategy assures success or protects against loss. The performance data quoted represents past performance. Past performance does not guarantee future results. The principal value of a target fund is not guaranteed at any time, including at the target date.