Happy New Year! 🥳 Thinking about giving to charity in the year ahead? In this episode, we dive into charitable giving alongside donor-advised funds (DAFs) and how they can help you give intentionally, maximize your impact, and plan for future charitable goals. Whether you’re looking to support causes you care about today or set up a strategy for the year ahead, we break down the key steps to make your giving effective and tax efficient. For the video version, show notes, and transcript, vis...
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Happy New Year! 🥳 Thinking about giving to charity in the year ahead? In this episode, we dive into charitable giving alongside donor-advised funds (DAFs) and how they can help you give intentionally, maximize your impact, and plan for future charitable goals. Whether you’re looking to support causes you care about today or set up a strategy for the year ahead, we break down the key steps to make your giving effective and tax efficient. For the video version, show notes, and transcript, vis...
Think you could spot a financial scam before it’s too late? In this episode, Austin, Josh, and Jordan break down the most common scams targeting retirees and families today, from fake IRS calls to AI-powered imposter scams. You’ll hear real examples, why older adults are being targeted more than ever, and simple steps you can take to protect yourself and the people you care about most. Tune in! For the video version, transcript, and show notes, visit thewealthmindsetshow.com/s2e26 Send...
The Wealth Mindset Show
Happy New Year! 🥳 Thinking about giving to charity in the year ahead? In this episode, we dive into charitable giving alongside donor-advised funds (DAFs) and how they can help you give intentionally, maximize your impact, and plan for future charitable goals. Whether you’re looking to support causes you care about today or set up a strategy for the year ahead, we break down the key steps to make your giving effective and tax efficient. For the video version, show notes, and transcript, vis...
