Giving is often fundamental for those traveling the path from success to significance. On today’s episode of Money & Meaning, Jeff and Mike welcome special guests Boyd Bailey and Rachel Watson of the non-profit National Christian Foundation to discuss tax-advantaged gifting strategies. Whether you are seeking a strategy to support your normal pattern of giving, or you are looking for new ways to support your personal generosity, vehicles like Donor-Advised Funds, Qualified Charitable Distributions, and Single Charity Funds can help you make the most of every gift.
Are you ready for the ”Big Four” transitions of aging?
”Hey Alexa, is the 60/40 portfolio dead?”
Why is Cyber Crime on the Rise and How Can You Protect Yourself?
What Can You Do to Maintain Perspective Amid Volatile Times?
Special Needs Planning: Navigating the public benefits maze with special guests Nadler Biernath LLC
What Can a Financial Planner Do For You? with Special Guest Wealth Advisor Mona Fahmy, MBA, CFS, AIF®
Evolution of Investment Management: Go Where the Financial Science Leads? with guest Eduardo Repetto, Ph.D.
What is an estate plan and do you need one?
Welcome to Flight 2022! Are you prepared to take off into the New Year?
How to become more empowered and rational as an investor--with special guest Dr. Daniel Crosby
Why Do You Need An Investment Philosophy?
Purpose-Driven Burnout: Who Needs a Day Off When You‘re Not Really Working?
Evidence-Based Investing: What Is It?
3 Top Questions from Investors Answered
What You Need to Know About Recent Tax Changes and How Tax Planning Can Impact Your Financial Plan
A Hero's Journey: Do you have what it takes to RETIRE?
How to Create Meaning in Retirement
Ever wonder what is discussed in Investment Committee meetings?
Have you found yourself overwhelmed with the idea of GOALS?
Which common myths surrounding Medicaid are untrue
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