EPISODE · Mar 23, 2026 · 23 MIN
How Millionaires Give Away Money AND Get Richer | David Flores Wilson
from The Disruptive Capitalists · host Sam Sells
David Flores Wilson, former Olympic sprinter, Investopedia Top 100 Financial Advisor, and Managing Partner at Sincerus Advisory — joins Sam Sells to explore the powerful intersection of capitalism and philanthropy.David breaks down how the wealthy strategically give money away while paying less in taxes, introduces his concept of "charitable risk tolerance," and explains why most people are leaving thousands on the table by donating cash instead of appreciated securities. He also shares how philanthropic priorities naturally evolve through different life stages and why aligning your money with your values is the key to both wealth and fulfillment.Sam adds to the conversation by addressing the transparency crisis in nonprofit funding and announces the upcoming launch of BrightStead Technologies (GrantAuthority.org), an AI-powered platform designed to help underserved populations escape poverty through better access to grants and resources.In this episode, you'll hear: → How to align financial goals with personal values through strategic giving → The concept of "charitable risk tolerance" and why it matters → Why donor advised funds are one of the smartest tax strategies available → How donating appreciated securities maximizes your charitable deductions → The nonprofit transparency problem and how to hold charities accountable → BrightStead Technologies (grantauthority.org), AI tools for poverty alleviation⭐ Love the show? Leave a rating & review — it helps more people find us!🔗 Connect with David Flores Wilson:Email: [email protected]: SincerusAdv.comLinkedIn: in/David-FLores-Wilson-CFPBlog: https://www.planningtowealth.com🔗 Connect with Sam Sells:https://www.linkedin.com/in/samuelsells/https://www.facebook.com/impactsamuelfacebook.com/sam.sells.16 instagram.com/thedisruptivecapitalistshttps://grantauthority.orghttps://brightstead.com🔗 Follow The Disruptive Capitalists:Apple: https://podcasts.apple.com/us/podcast/the-disruptive-capitalists/id1644437927Spotify: https://open.spotify.com/show/1I5tdqJNcxCB2Qiu1lfZyJ?si=4a4cf07923394bb9YouTube: https://www.youtube.com/@disruptivecapitalists/podcastsAmazon: https://www.amazon.com/dp/B0BDW71563?ref_=cm_sw_r_ffobk_cp_ud_dp_PZGDSPN2ASGH1HR8PADYPandora: https://www.pandora.com/podcast/the-disruptive-capitalists/PC:1001025132Disclaimer: The views and opinions expressed in this podcast are those of the hosts and guests. The content is for informational and entertainment purposes only and should not be taken as professional advice. Listeners should seek legal or professional advice before making any decisions based on the discussions in this podcast.
What this episode covers
David Flores Wilson, former Olympic sprinter, Investopedia Top 100 Financial Advisor, and Managing Partner at Sincerus Advisory — joins Sam Sells to explore the powerful intersection of capitalism and philanthropy.David breaks down how the wealthy strategically give money away while paying less in taxes, introduces his concept of "charitable risk tolerance," and explains why most people are leaving thousands on the table by donating cash instead of appreciated securities. He also shares how philanthropic priorities naturally evolve through different life stages and why aligning your money with your values is the key to both wealth and fulfillment.Sam adds to the conversation by addressing the transparency crisis in nonprofit funding and announces the upcoming launch of BrightStead Technologies (GrantAuthority.org), an AI-powered platform designed to help underserved populations escape poverty through better access to grants and resources.In this episode, you'll hear: → How to align financial goals with personal values through strategic giving → The concept of "charitable risk tolerance" and why it matters → Why donor advised funds are one of the smartest tax strategies available → How donating appreciated securities maximizes your charitable deductions → The nonprofit transparency problem and how to hold charities accountable → BrightStead Technologies (grantauthority.org), AI tools for poverty alleviation⭐ Love the show? Leave a rating & review — it helps more people find us!🔗 Connect with David Flores Wilson:Email: [email protected]: SincerusAdv.comLinkedIn: in/David-FLores-Wilson-CFPBlog: https://www.planningtowealth.com🔗 Connect with Sam Sells:https://www.linkedin.com/in/samuelsells/https://www.facebook.com/impactsamuelfacebook.com/sam.sells.16 instagram.com/thedisruptivecapitalistshttps://grantauthority.orghttps://brightstead.com🔗 Follow The Disruptive Capitalists:Apple: https://podcasts.apple.com/us/podcast/the-disruptive-capitalists/id1644437927Spotify: https://open.spotify.com/show/1I5tdqJNcxCB2Qiu1lfZyJ?si=4a4cf07923394bb9YouTube: https://www.youtube.com/@disruptivecapitalists/podcastsAmazon: https://www.amazon.com/dp/B0BDW71563?ref_=cm_sw_r_ffobk_cp_ud_dp_PZGDSPN2ASGH1HR8PADYPandora: https://www.pandora.com/podcast/the-disruptive-capitalists/PC:1001025132Disclaimer: The views and opinions expressed in this podcast are those of the hosts and guests. The content is for informational and entertainment purposes only and should not be taken as professional advice. Listeners should seek legal or professional advice before making any decisions based on the discussions in this podcast.
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How Millionaires Give Away Money AND Get Richer | David Flores Wilson
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