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Healthy, Wealthy, & Wise Retirement Podcast


Jul 26, 2022

On today's episode, we talk through 5 reasons to give to charity. We then review a Schwab Charitable® article and discuss 8 Tax-Smart Strategies to maximize your gift.

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Resources mentioned on today's show:

ARTICLE: Tax Smart Philanthropy- We discuss this Schwab Charitable® article on today's episode, highlighting 8 Tax-Smart Strategies for charitable giving.

QUIZ: "What Type of Giver Are You?"- this is an 8 question quiz that helps you understand your giving tendencies along with recommendations to maximize your gifts

VIDEO: Vacation Bible School- if you fast forward to the 25-minute mark, you can see an overview of our experience and hear directly from the kids

 

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For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch 

You can also find Loren at shermanl@integrityguidance.com 

 

Additional Resources Discussed on the Show

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