Charitable Giving: Using a Donor-Advised Fund
When it comes to charitable giving, some strategies are more beneficial (and complex) than others. In a follow up to Charitable Giving Basics I’ll explore how to elevate your charitable giving with a donor-advised fund. This…
By Matthew Nelson
December 12, 2024
Young Careers in Financial Advising
Listen to Young Careers in Financial Advising! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW What drives someone to pack up and move for a career? In this episode of The MedTech Wealth Advisor Podcast, host Matt…
By Emily Peterson
December 5, 2024
Charitable Giving Basics
With the end of year coming quickly, I wanted to cover the common questions we get about on charitable giving while there is still time to squeeze some giving in. The topic of charitable giving is…
By Matthew Nelson
November 28, 2024
The Power of Donor-Advised Funds for Charitable Giving
Listen to The Power of Donor-Advised Funds for Charitable Giving! Apple Podcasts → https://bit.ly/3GGW1Da Spotify → https://bit.ly/3TofDDW How can you maximize your charitable giving while minimizing your taxes? Donor-advised funds for charitable giving (DAFs) might be…
By Emily Peterson
November 21, 2024
The Basics of Charitable Giving: Cash, Stock, IRAs
Are you making the most of your charitable giving? This week, Matt Nelson and Jacob LaRue explore the essentials of charitable giving, focusing on how to align charitable contributions with financial goals while optimizing tax savings.…
By Emily Peterson
November 7, 2024
Qualified Charitable Distributions (QCDs): The Basics
Let’s talk about Qualified Charitable Distributions, more commonly known as QCDs. Picture this: you’re enjoying your well-deserved retirement, you’ve done well saving, and you realize that you’ve got a nest egg tucked away in your Individual…
By Jacob LaRue
August 31, 2023
