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.
Everything I Learned About Investing I Learned in Court
Investment Update for Midyear 2020
Navigating the complexities of Medicare with special guest Melinda Caughill
How to Reclaim Your Time and Live a Happier Life with Dr. Ashley Whillans
Take the opportunity to carve out time for Deep Work
The impact of the SECURE Act on your retirement savings
A New Year’s buffet: Make 2020 your best year yet!
How and when to claim Social Security—with special guest Alicia Lipscomb
End-of-Year Planning: What’s on your checklist?
Minds, Markets & Money—with special guest Dr. Daniel Crosby
The Path to Purpose—with special guest Rick Thompson
The Power of Decisions: Moulaye Niang’s path from star athlete to valued portfolio advisor
The Experience Transformer: Turning every experience into a learning experience
Getting rational: Lessons from Hans Rosling on how real data about the real world can drive better investment decisions
Millennials and Money: Special guest Cam Marston shares how to talk money with your next generation
The true cost of ‘certainty’ when investing for the future
Achieve life-long financial freedom by creating an income stream that can actually rise in retirement
Exploring your "Retirementality" with special guest Mitch Anthony
Understanding the (wild and crazy) capital markets heading into 2019
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