Donor Advised Funds
Check Your Balances
English - February 23, 2022 05:00 - 23 minutes - 16.2 MB - ★★★★★ - 49 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Estate Planning and Uncertainty
Next Episode: Janice Gets a Job Offer
Elon Musk has been in the news for giving away Tesla stock, and the news presented an interesting slant on Donor Advised Funds (DAF). Ross and Dan weigh in with their take on why DAF accounts can be a powerful planning tool and how you might consider using them.
Submit questions to the show to [email protected]!