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...
Not sure where to keep your money... whether it's in savings, stocks, or somewhere in between? In this episode, we break down the Bucket Investing Strategy to help you organize your short-term, mid-term, and long-term goals so you can invest with clarity and confidence. Tune in! Watch the video version, read show notes, or find more resources at thewealthmindsetshow.com/s2e23 Send in LISTENTER QUESTIONS via text ➡️Download Free Resource: 8 Timeless Principles to Investing! 🎧Connect & L...
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...
