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...
Caring for aging parents comes with financial and emotional challenges. In this episode, Austin, Josh, and Scott will talk through practical ways to support those closest to you as they get older, from financial planning to lifestyle decisions. They’ll cover the sandwich generation concept, how to navigate tough conversations, set healthy boundaries, and make smart choices that protect both your parents' well-being and your own financial future. Send in LISTENTER QUESTIONS via text ➡️Do...
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...
