Charitable Giving and the Impact on a Financial Plan

Jason and Alex kick off the show sharing stories of family and staying safe around the holidays attempting to hold on to the traditions that we all have, while recognizing the current COVID protocols. With this intro, the show segues into the "Season of Giving" a discussion around charitable giving and the benefits associated to reduce your taxable liabilities. Alex references some charitably inclined billionaires and the strategies that they have implemented to give back to society. Jas...