Ever thought of trying to make charity part of your financial plan? A donor-advised fund or DAF might be just the strategy you're looking for. The goal of a DAF is to help investors maximize their charitable giving while also helping them save on income tax and simplify their charitable gifting.
Episode 87: Financial Evil #4: Solutions For Avoiding Financial Indecency
Episode 86: Financial Evil #4: Financial Indecency
Episode 84: Financial Evils Part 6: Solutions for Eliminating Debt
Episode 83: - Financial Evils Part 5 The 3rd Financial Evil: Debt
Episode 82: Financial Evils Part 4: 10 Strategies to Reduce Your Tax Bill
Episode 81: Financial Evils Part 3: Taxes
Episode 80: Financial Evils Part 2: 10 Strategies to Overcome Inflation
Episode 79: Financial Evils Part 1: Inflation
Episode 78: Interview with Dr. Riley Moynes "Squeezing the Juice Out of Retirement" Part 3
Episode 77: Interview with Dr. Riley Moynes author of the "The Four Phases of Retirement" Part 2
Episode 76: Interview with Dr. Riley Moynes author of the "Money Coach" Part 1
Episode 75: The Upcoming U.S. Election Part 1
Episode 74: How to Work with and Manage Multi Generations of Families
Episode 73: Apps Make The World Go Round
Episode 72: Bonds - The Fun Part of Your Portfolio
Episode 71: Demystifying the 4% Retirement Income Withdrawal Rule
Episode 70: Future Portfolio Returns
Episode 69: Tax the Super Rich
Episode 68: FOMO (Fear of Missing Out): Are You Missing Out On The Next Best Stock Pick?
Episode 67: Tough Clients: Responsible for Making Us Better Advisors
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