Episode 8 - Planned Giving

from Building Wealthy Habits · host TriCord Advisors

In this episode of Building Wealthy Habits, Jeremiah, and Laura discuss their experiences with snow sports. Jeremiah recounts learning to snowboard as a teenager without lessons.The hosts then explore various tax-advantaged strategies for charitable giving. They explain how donating appreciated stock or using a donor advised fund can provide deductions. Laura provides an example of how bunching donations can maximize deductions over multiple years. Jeremiah emphasizes the importance of being intentional with charitable planning. The episode concludes with the hosts encouraging listeners to consider philanthropic goals and ways to optimize their giving. Reach out at [email protected] This week on Building Wealthy Habits: Financial advice and snow sports experiences. (0:01) Tax planning and charitable giving. (1:12) Charitable donations and tax benefits. (5:04) Charitable donations and tax strategies. (11:37) Charitable giving strategies for business owners. (15:38) Charitable giving strategies and donor-advised funds. (21:11) Connect with Jeremiah: LinkedIn: https://www.linkedin.com/in/jeremiahjlee/ Email: [email protected] Connect with Laura: LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/ Email: [email protected]

Episode metadata supplied by the publisher feed · Published Mar 5, 2024

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Episode 8 - Planned Giving

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