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...
There's a new tax law and we're here to break it down in plain English. The team dives into the “One Big Beautiful Bill Act” and what it actually means for your wallet, your retirement plan, and even your kids’ future! From Trump Accounts to car loan deductions to expanded standard deductions, this episode unpacks what’s changing and why it matters. Tune in for real talk, a few laughs, and actionable takeaways to help you plan smarter. Watch the video version, or read the transcript and...
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...
