There are certain financial vehicles for charitable giving, and others for generational investing, but on todayâs episode we cover two unique hybrid products that are designed to achieve both. Nathan and Steve discuss the features and benefits of Charitable Remainder and Charitable Lead Trusts. Also, our MoneyTalk Moment in Financial History takes us from Ponzi to Madoff to track the history of the Ponzi scheme. Hosts: Nathan Beauvais CFPÂ®, CIMAÂ® & Steven Beauvais; Air Date: 4/2/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See <a href="https://omnystudio.com/listener">omnystudio.com/listener</a> for privacy information.

There are certain financial vehicles for charitable giving, and others for generational investing, but on todayâs episode we cover two unique hybrid products that are designed to achieve both. Nathan and Steve discuss the features and benefits of Charitable Remainder and Charitable Lead Trusts. Also, our MoneyTalk Moment in Financial History takes us from Ponzi to Madoff to track the history of the Ponzi scheme. Hosts: Nathan Beauvais CFPÂ®, CIMAÂ® & Steven Beauvais; Air Date: 4/2/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See omnystudio.com/listener for privacy information.

There are certain financial vehicles for charitable giving, and others for generational investing, but on todayâs episode we cover two unique hybrid products that are designed to achieve both. Nathan and Steve discuss the features and benefits of Charitable Remainder and Charitable Lead Trusts. Also, our MoneyTalk Moment in Financial History takes us from Ponzi to Madoff to track the history of the Ponzi scheme. Hosts: Nathan Beauvais CFPÂ®, CIMAÂ® &amp; Steven Beauvais; Air Date: 4/2/2025. Have a question for the hosts? Visit sowafinancial.com/moneytalk to join the conversation!See <a href="https://omnystudio.com/listener" rel="noopener noreferrer">omnystudio.com/listener</a> for privacy information.

Charitable Remainder Trusts

Weekdays 7p-8p
Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member <a href="http://www.FINRA.org">www.FINRA.org</a> + <a href="http://www.SIPC.org">www.SIPC.org</a>, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth.
Sowa Financial Group Inc.
24 Albion Rd. Ste. 340
Lincoln, RI 02865
(401) 434-8090

Business

Weekdays 7p-8p Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member www.FINRA.org + www.SIPC.org, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth. Sowa Financial Group Inc. 24 Albion Rd. Ste. 340 Lincoln, RI 02865 (401) 434-8090

Weekdays 7p-8p
Moneytalk’s content is for informational purposes only and should not be construed as investment advice or a recommendation. Please consult your financial professional for your individual situation. Securities and advisory services offered through Commonwealth Financial Network®, Member <a href="http://www.FINRA.org" rel="noopener noreferrer">www.FINRA.org</a> + <a href="http://www.SIPC.org" rel="noopener noreferrer">www.SIPC.org</a>, a Registered Investment Adviser. Additional advisory services offered through Sowa Financial Group, Inc are separate and unrelated to Commonwealth.
Sowa Financial Group Inc.
24 Albion Rd. Ste. 340
Lincoln, RI 02865
(401) 434-8090

Share Charitable Remainder Trusts

Sign up to save your podcasts

Charitable Remainder Trusts

Charitable Remainder Trusts

More shows like Don Sowa's MoneyTalk

InvestTalk

The Stacking Benjamins Show

Jill on Money with Jill Schlesinger

Retirement Answer Man

The Clark Howard Podcast

Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)