I'm Rick Peck, also known as "The Philanthropy Guy.” Let's talk about: 1) How nonprofits can most effectively showcase their mission and vision; 2) How donors and potential donors can make the greatest impact possible in the world; and 3) how professional advisors, including philanthropic advisors, can offer the most up-to-date information and services to their clients. After spending almost 20 years in the charitable giving world, I realized it's time to help more nonprofits thrive rather than just survive, while also helping those who have MONEY TO GIVE find top organizations that are deserving of their donations. So join us here for more of that giving feeling!
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I'm Rick Peck, also known as "The Philanthropy Guy.” Let's talk about: 1) How nonprofits can most effectively showcase their mission and vision; 2) How donors and potential donors can make the greatest impact possible in the world; and 3) how professional advisors, including philanthropic advisors, can offer the most up-to-date information and services to their clients. After spending almost 20 years in the charitable giving world, I realized it's time to help more nonprofits thrive rather than just survive, while also helping those who have MONEY TO GIVE find top organizations that are deserving of their donations. So join us here for more of that giving feeling!
Living Your Legacy: Kris Miller on Safe Money, Real Impact, and Financial Peace of Mind
Money to Give
30 minutes
2 weeks ago
Living Your Legacy: Kris Miller on Safe Money, Real Impact, and Financial Peace of Mind
In this heartfelt and wisdom-packed episode of Money to Give, Rick Peck welcomes Kris Miller, financial legacy strategist, author, paralegal, and founder of Healthy Money Happy Life. Known as the “Money Maestro,” Kris has helped over 6,000 clients create living trusts and protect more than $2.5 billion in assets, without losing a dime to market risk. Her mission is simple yet profound: help people preserve their financial future while building a life of purpose, peace, and generosity. Kris shares her powerful personal journey, from walking barefoot across America on a spiritual pilgrimage to working in law and finance, teaching people how to build a “living legacy.” With warmth, clarity, and urgency, she explains how safe money strategies, legal tools like living trusts, and values-based planning can help people avoid financial disaster while giving generously during their lifetime. “It’s not just about saving,” Kris says. “It’s about living, and giving, while you still can.” Key Takeaways Safe money strategies (like equity-indexed annuities) can protect assets from market loss, long-term care costs, and probate. Living trusts aren’t just for end-of-life, they’re tools to manage your values and legacy now. Financial literacy is critical: most people don’t know where their money is invested, and that can cost them. A “living legacy” means giving while you’re alive—not waiting until after you’re gone to make an impact. Resources & Links Kris’s Website: https://healthymoneyhappylife.com/ Book a free Financial Fitness Session: MeetWithKrisMiller.com Connect with Kris: https://www.linkedin.com/in/krismiller-legacywealth/ 🎧 Listen to the full episode with Kris Miller here. 📚 To listen to Rick’s other guests on the Money to Give podcast, click here. 📩 Don’t miss out on other giving news—follow Rick on LinkedIn, click here.
Money to Give
I'm Rick Peck, also known as "The Philanthropy Guy.” Let's talk about: 1) How nonprofits can most effectively showcase their mission and vision; 2) How donors and potential donors can make the greatest impact possible in the world; and 3) how professional advisors, including philanthropic advisors, can offer the most up-to-date information and services to their clients. After spending almost 20 years in the charitable giving world, I realized it's time to help more nonprofits thrive rather than just survive, while also helping those who have MONEY TO GIVE find top organizations that are deserving of their donations. So join us here for more of that giving feeling!
