Should You Get a Charitable Trust? episode artwork

EPISODE · Dec 29, 2022 · 17 MIN

Should You Get a Charitable Trust?

from Retire With Integrity Podcast with Brian Bowen

You may have heard of a donor-advised fund, but is that really what you should have as a part of your financial plan? Brian talks about another option you might want to know about: charitable trusts. He shares more about the different types of charitable trusts and why you might want to consider them. Then, he plays "fact or fiction" about these financial ideas and decisions. Here's what you'll learn about on today's show:  The benefits of charitable trusts vs. donor-advised funds. (0:12) Fact or fiction: the media can be your biggest enemy. (10:28) Fact or fiction: Emotions are rarely your friend when making financial decisions. (11:15) Fact or fiction: The market always moves in cycles. (13:03) Fact or fiction: You probably aren't as risk-tolerant as you think. (14:34) Get Additional Information: https://financialplanningva.com/podcast/

Episode metadata supplied by the publisher feed · Published Dec 29, 2022

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Should You Get a Charitable Trust?

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This episode was published on December 29, 2022.

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