Episode 20 – Turn Your Philanthropy Into a Generational Project

The Truth About Wealth

English - November 20, 2019 09:00 - 34 minutes - 39.3 MB - ★★★★★ - 14 ratings
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Previous Episode: Episode 19 – Life Insurance as an Asset Class

Next Episode: Episode 21 — Doing Well By Doing Good With ESOPs — With Rick Jaye, AIF®, CRC®

There are many reasons to include philanthropic practices in your family’s overall financial plan. In this episode, John and Michael Parise discuss the basics of philanthropic planning for families, including how families can work together to choose charities and how this plan should fit into your generational wealth strategy. In this episode, you will learn: …