
Sign up to save your podcasts
Or


It’s important to know as much as you reasonably can about the financial tools you have in your tool bag. Katie Kavehrad joins me again today to talk about Donor Advised Funds (DAFs) and how this particular tool can be used for charitable giving, investing strategies, financial planning, and more. In this episode, you will get a better understanding of the different roles DAFs can play in your finances and giving opportunities.
You can find show notes and more information by clicking here: https://bit.ly/3U5aWf7
🗓️ 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
By Jonathan Bednar II, CFP4.8
1515 ratings
It’s important to know as much as you reasonably can about the financial tools you have in your tool bag. Katie Kavehrad joins me again today to talk about Donor Advised Funds (DAFs) and how this particular tool can be used for charitable giving, investing strategies, financial planning, and more. In this episode, you will get a better understanding of the different roles DAFs can play in your finances and giving opportunities.
You can find show notes and more information by clicking here: https://bit.ly/3U5aWf7
🗓️ 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

449 Listeners

1,314 Listeners

454 Listeners

751 Listeners

670 Listeners

345 Listeners

810 Listeners

426 Listeners

892 Listeners

102 Listeners

0 Listeners