It’s that time of year again! The Friends Talk Money team dives into charitable giving. There are many benefits to contributing to your favorite charity. The conversation is about the tax and personal benefits of giving. But  how do you choose the right charities, align donations with your values, and maximize tax savings? Terry, Rich, and Pam share tips on vetting charities and questions to ask your financial advisor. Tune in and join the conversation!

• Richard Eisenberg: How To Give Wisely to Charity in 2024 (Next Avenue)
• Terry savage: Charitable Giving Done Smartly
• Terry Savage: Tax benefits can amplify your charitable giving
• American’s most charitable on the planet and gave away 557 billion dollars last year (Giving USA)
• 85% of Americans Say Inflation/Economy Makes Charitable Donations Harder (Lending Tree)
• Charitable Giving During Retirement (Fidelity Survey)
• Boost Your Giving IQ - Fidelity Charitable (Fidelity)
• Charity Navigator | Official Site
• Charity Watch | Homepage
• Give.Org
• Donor Advised Fees - What it Costs (Fidelity)

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Ready to unlock the secrets to a fulfilling retirement? It’s the most talked-about retirement book in decades! Join the Friends Talk Money team as they chat with retirement expert and best-selling author, Christine Benz! Christine shares some insights on what truly makes retirees happy, how to navigate healthcare choices and the impact of social security on your budget. Plus, you’ll hear what Christine says about getting a second pair of eyes from a qualified financial advisor can provide you peace of mind throughout your retirement. Learn more in this week’s episode and be sure to check out Christine’s new book, How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.

• How to Retire: Tips for Entering Retirement, Christine Benz and Margaret Giles | Morningstar
• This year’s best retirement book, Terry Savage | Chicago Tribune
• Could retirement happiness be found at work? These experts say yes, Richard Eisenberg | MarketWatch

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Medicare open enrollment starts now, and this year things could get a little tricky. Good news!  We have three of the country’s top Medicare experts co-hosts, Richard & Terry right here, and we’re joined by Medicare special guest, Philip Moeller, author of Get What’s Your’s for Medicare. Phil walks us through some of the most confusing new changes and offers some helpful tips to avoid costly mistakes. Don’t wait to make changes! Have you reviewed your plan options yet?

• Get What’s Your for Medicare, Philip Moeller
• Phil Moeller: What’s new for Medicare - and more - in 2024?
• Terry Savage resources on Medicare & Social Security
• Ask Terry Questions: Medicare Choices
• Medicare open-enrollment will be a doozy this year. Here’s how to make smart choices,  Richard Eisenberg | MarketWatch
• Medicare.gov

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A growing number of people 55+ are searching for a deeper meaning and purpose in your life, and heading back to college to find it. And many prestigious colleges and universities are offering specialized programs designed just for those new ‘senior students’. These midlife and later-life reinvention courses are flourishing nationwide, with exciting new opportunities launching soon at Yale, the University of Southern California, and Boston College. Tune in to this week’s episode as the Friends Talk Money team delves into this transformative journey, exploring what’s included, all costs involved, and how these programs can help you achieve a fulfilling and enriching new life in retirement.

• It’s Boomtime for College Reinvention Programs, Richard Eisenberg | NextAvenue
• Redefining Lifelong Learning
• Go Back to School with Richard Eisenberg, Age Better with Barbara Hannah Grufferman

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As more retirees seek to reenter the workforce, it is crucial to know how to position yourself for success in today's competitive job market. In this episode, the Friends Talk Money team shares valuable insights on updating your resume effectively. With years of experience in your industry, focus on maintaining a concise and impactful resume. Highlight your achievements with quantifiable metrics and incorporate relevant keywords to make your resume stand out to potential employers. Listen to learn more!

• How to write a résumé when you’re retired and looking for work again, Richard Eisenberg | MarketWatch
• Working in Retirement
• Why older workers are having trouble getting hired, Marketplace