What The Wealth Retirement Podcast

Ep #29: Donor-Advised Funds


Listen Later

In this episode, you will learn about donor-advised funds. From what they are to who they are best for and how to set them up properly, I’ll give you a quick rundown of the most important info you need to know. Whether you know the charity you want to give to, or you want to save up and give a higher dollar amount contribution, donor-advised funds might be for you.

You can find show notes and more information by clicking here: https://bit.ly/2O34yZc

πŸ—“οΈ Meet with me: https://paradigmwealthpartners.com/begin-your-journey/#calendly
↔️ Connect with me on LinkedIn: https://www.linkedin.com/in/jbednarii/
🌐 Paradigm Wealth Partners (website) – Financial planning for career professionals who want to retire and stay retired: https://paradigmwealthpartners.com/
🌐 What the Wealth (website) – Adding clarity to difficult financial topics: https://whatthewealth.com/
▢️ YouTube: Paradigm Wealth Partners

If you or someone you care about could use the help of a financial advisor and sees the value in establishing a financial plan, please reach out to me.

Thanks for Listening!

Jonathan

...more
View all episodesView all episodes
Download on the App Store

What The Wealth Retirement PodcastBy Jonathan Bednar II, CFP

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

15 ratings