Episode 24 – Case Study: Charitable Planning

The Truth About Wealth

English - January 15, 2020 09:00 - 31 minutes - 36.4 MB - ★★★★★ - 14 ratings
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Previous Episode: Episode 23 – Qualified Opportunity Zone Funds Updates — With Brandon Hughes

Next Episode: Episode 25 – What is Estate Equalization?

For so many high-income families, charitable giving is an important part of their financial plan. But what does it mean to include charitable giving to help you meet your own financial goals? In this episode of The Truth About Wealth Podcast, John and Michael Parise share a case study about a family who included charitable …