EPISODE · Oct 8, 2025 · 21 MIN
95. "Smart Generosity: IRA Moves & Donor Advised Fund Basics" with guest Robert Braglia.
from The Caring Advisor · host Elizabeth Brickman
In today's episode, Elizabeth invites special guest and her brother Robert Braglia onto the show. Robert talks us through the practical steps of utilizing Donor Advised Funds to your advantage, as well as demystifying IRA conversions. Learn more about topics from today's episode in Elizabeth's new book, Wealth Blessed, now available for everyone! Click Here to get your copy today! We are also proud to announce the release of Wealth Confident, the next issue in Elizabeth's book series on wise financial stewardship. We hope these are helpful resources to you! For more, consider following us wherever you listen to your podcasts so you never miss an episode! Can't get enough? Be sure to check out more of Elizabeth's writings by visiting her blog here! For personal support, encouragement, and updates, subscribe to Elizabeth’s website here!
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In today's episode, Elizabeth invites special guest and her brother Robert Braglia onto the show. Robert talks us through the practical steps of utilizing Donor Advised Funds to your advantage, as well as demystifying IRA conversions. Learn more about topics from today's episode in Elizabeth's new book, Wealth Blessed, now available for everyone! Click Here to get your copy today! We are also proud to announce the release of Wealth Confident, the next issue in Elizabeth's bo...
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95. "Smart Generosity: IRA Moves & Donor Advised Fund Basics" with guest Robert Braglia.
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