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Advance Your Wealth - A Charitable Planning Primer
Manage episode 305717201 series 2834060
Homer Smith에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Homer Smith 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Planned giving can help you do well financially, while also doing good for others. When you provide meaningful financial support to causes that you care about, you have the potential for tax breaks.
In the latest installment of Advance Your Wealth, Homer provides us with a charitable planning primer. Listen as he outlines the charitable giving strategies and vehicles to help get you started - or make your existing philanthropy even more impactful.
Since this is such an important topic that Homer weaves into regular discussions with clients, this episode is bound to leave you with some insight to consider with your own financial portfolio.
Timecodes:
0:05 - Overview on the topic of the show
1:55 - Charitable giving is a massive topic within wealth management overall
3:05 - How wealth planning fits into the desire to give back
4:15 - The first step in utilizing charitable giving in a wealth plan
5:33 - Discussing the various elements of charitable giving with clients
6:40 - Moderate strategies for clients looking for a deeper charitable giving experience
8:04 - The advanced options surrounding charitable giving
10:00 - Who someone should turn to for conversations surrounding charitable giving
11:05 - The most important aspect of charitable planning
12:15 - The client's feeling of satisfaction of giving back, while also enhancing a wealth plan
14:14 - How someone could pursue a conversation with Homer about charitable giving strategies
15:20 - Closing remarks
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