Where Assets Meet Impact: A Conversation With Erin Nally and Jan Taylor

Arsenal Financial advisors Doug Orifice and Jeremy Vaille are trying really, really hard to make a listenable podcast about money and finance. In this episode, they sit down with two guests who live at the intersection of assets and impact every day: Jan Taylor, a Watertown community builder and fundraiser launching Raise Lively, and Erin Nally, an estate planning attorney at Starboard Legal in Norwell, Massachusetts who helps families plan for life’s “what ifs” with clarity and heart. Together we talk about:Why the “why” behind the documents matterHow giving is not reserved for the ultra-wealthyTools that make charitable giving simpler and more tax-efficientThe real pressure nonprofits face and why supporting arts, culture, and other areas can be just as human as meeting basic needs Non-monetary ways to help, starting with raising awareness so the right people can find the right servicesThey wrap it up with a highlight of their favorite local nonprofits and of course a couple dad jokes from JeremyFind Doug, Jeremy, and Arsenal Financial at arsenalfinancial.com or call (781) 335-9100.Links for highlighted nonprofits:South Shore Seahawks Youth Hockey OrganizationWatertown Food PantryMosesian Center for the ArtsWatertown Business Coalition NonprofitsWatertown Community FoundationOld South Union ChurchNew England Donor ServicesFriends of WompatuckWatertown Cable AccessWatertown Boys and Girls ClubWayside Youth and Family Support NetworkCoLABRelated Arsenal Money Clip Podcast episodes:Retiring is Hard: How to Think About the Financial, Psychological, and Social Sides of RetirementThe Psychology Behind a Fulfilling Retirement: A Conversation With Dr. Carol PerlmanSecurities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC. The information in this podcast is educational and general in nature and does not take into consideration the listener’s personal circumstances. Therefore, it is not intended to be a substitute for specific, individualized financial, legal, or tax advice. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a final decision.