charitable gifting

Tune in to hear:

- What are some of the flimsy tethers in peoples’ lives that keep them from achieving financial greatness?

- If an advisor’s number one job is not to make you money, what might it be?

- What are the 11 different dimensions of wealth that Seth’s firm lays out? How did he arrive at these?

- How do these provide a helpful framework for clients during times of crisis?

- How do you balance giving your children a great amount of access without spoiling them or diminishing their self-reliance?

- Should we talk with our children about our income level and our net worth?

- Is it a reality for anyone other than those who are already wealthy to switch from a job that’s making them miserable to a more fulfilling, but potentially lower paying, position?

- How can advisors best support their clients during divorce and other hard times? What is the appropriate level of intervention or closeness in these cases?

https://missionwealth.com/

https://www.youtube.com/watch?v=qHNhNjNwGVY

Compliance Code: 0561-OAS-4/4/2022

Read more about gifting rules: https://creativeplanning.com/education/article/the-rules-of-gifting-for-the-season-of-giving/

Read more about leaving a charitable legacy: https://creativeplanning.com/education/article/gifting-strategies-for-spending-down-assets/

Learn more about gifting to 529 education savings plans: https://creativeplanning.com/education/financial-planning/the-virtues-of-529-education-savings-plans/

A Matter of Trust, hosted by Creative Planning Attorneys Annie Rogers and Christina Knopke, is a thoughtful, informed discussion about ideas, trends and developments in estate planning. Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future.

Important Legal Disclosure: 
http://bit.ly/2DC250b

Have questions or topic suggestions? 
Email us @ podcasts@creativeplanning.com

WELCOME TO OUR LEVELING THE PLAYING FIELD PODCAST HOSTED BY MICHAEL RUEDA

Our Leveling the Playing Field podcast series provides personalized and holistic advice for athletes, entertainers, artists, and other notable individuals to better understand the elements of the commercial relationships they will encounter in their professional careers.  Our goal is to provide our clients with the tools they need to achieve success.  

Topics our series will cover include:

• Name, image and likeness opportunity related contracts
• Intellectual property
• Charitable giving and philanthropy
• Tax and estate planning
• Contracts with advisors and agents

In this episode, Michael sits down with Ryan Robichaud of Armanino LLP to learn more about the strategic role Business Managers play in advising talented individuals at all stages of their careers.  The lively discussion focuses on managing finances and savings, strategic tax and business planning, and best practices to promote long term personal and professional success.

WELCOME TO OUR LEVELING THE PLAYING FIELD PODCAST HOSTED BY MICHAEL RUEDA

Our Leveling the Playing Field podcast series provides personalized and holistic advice for athletes, entertainers, artists, and other notable individuals to better understand the elements of the commercial relationships they will encounter in their professional careers.  Our goal is to provide our clients with the tools they need to achieve success.  

Topics our series will cover include:

• Name, image and likeness opportunity related contracts
• Intellectual property
• Charitable giving and philanthropy
• Tax and estate planning
• Contracts with advisors and agents

With philanthropy and activism by athletes, entertainers, artists and other notable individuals at an all-time high, understanding charitable giving structures and the mechanics and legal steps to achieve your goals is critical.  In this episode, Michael sits down with Alana Petraske to discuss the key considerations to keep top of mind for charitable gift structuring and formation.

Hosted by Creative Planning President Peter Mallouk, A Thousand Miles from Wall Street is a thoughtful, informed discussion about ideas, trends and developments in wealth management, financial planning, investments, tax and estate planning.

Our mission is to educate and inspire people to make better financial choices through knowledge, tools and strategies that ensure a more prosperous future. We believe that education and planning are key components to financial success. Come explore relevant financial topics with our team!

Important Creative Planning legal disclosure: http://bit.ly/2DC250b