We welcome back to the podcast Maryann Keith. She is a financial advisor working with single, divorced, and widowed women specializing in holistic financial planning. We talk to her about charitable giving and financial planning. We cover topics including Donor Advised Funds (DAFs), Qualified Charitable Distributions (QCDs), and the tax advantages of charitable giving.

#financialdads #financialplanning #QCDs #charitablegiving

One of the Pauls talks to his daughter Julia about thrifting and other bargain hunting adventures. Topics include shopping at thrift stores, tag sales, how to find great bargains, and great thrifting tips.

#financialdads #thrifting #tagsales #thriftingtips

One of the Pauls recently brought his son to college and wanted to unload a number of thoughts and topics that are top of mind related to 529 plans, qualified 529 expenses, 592 withdrawals, tips and recommendations, and overall sentiments.

#financialdads #529plans

We talk to Drew about buying buying and selling cars in 2022. Drew just went through this real world experience and has a ton of knowledge to convey. He lives in the North Carolina and has three daughters. We talk about buying a new car, selling a lease, the art of negotiation, as well as doing your research when buying a new car!

#financialdad #carbuying #sellingalease

We talk to Joe about his book; Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Joe is an executive coach, Managing Partner of Retirement Wisdom, and host of The Retirement Wisdom Podcast, inspiring people to create meaningful lives in retirement. Before he designed his own second act career as a catalyst for positive change and growth, Casey worked for 26 years at Merrill Lynch as Senior Vice President, Head of HR for Global Markets and Investment Banking. Joe’s new book, Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy, he presents a proactive and refreshing guide on how to bring your whole brain to retirement and outsmart nine obstacles people face when they retire.

#financialdad #retirement #joecasey

https://www.linkedin.com/in/joecasey21/

https://www.retirementwisdom.com

https://www.facebook.com/retirementwisdom1

https://www.linkedin.com/company/retirement-wisdom-llc/

We talk to Aaron about smart investments for people who don't have an advisor, and financial secrets he wishes everyone knew about! We will also talk about an interesting topic, Pre-IPO and Financial Planning. As an attorney, a CPA, and a CFP®, Aaron runs a wealth management practice that integrates tax, financial planning and investing. Aaron published his first book “Financial Adulting’’ as a guide to help young professionals navigate tax, investment, and estate planning. He lives in the San Francisco Bay Area with his wife, three daughters, two goldendoodles, and five chickens.

#financialdads, #RSUs, #IPOs, #financialadulting

Aaron Rubin, JD, CPA, CFP

Partner

www.wrpwealth.com

Werba Rubin Papier Wealth Management, LLC

Skype: Stock Options Whisperer

LinkedIn: www.linkedin.com/in/stockoptionswhisperer

Facebook: https://www.facebook.com/WRPWealth

Twitter: @WRPWEalth

We will talk to Chris about closing on distressed properties; share his strategies that are helping real estate investors and agents increase their revenue by reviving dead leads and turning them into cash.

Chris gives us some interesting insight into how he finds his property deal, again another good episode where we learn something new.

#ChrisCraddock, #FinancialDads, #RealEstateInvesting, #RealEstateDeals

In this in interview we explore the 831b plans to help keep your business running in rough times. Understand how an 831(b) is like a 401k but for your business. Ed explains why COVID-19 was a hard lesson, insurance carriers denied business interruption claims citing indirect losses and language that limited coverage.  Listen and learn if a tax deferred 831(b) could help your business.

Yet another possible financial tool to help support and protect your business.

https://www.831b.com

#FinancialDads, #831b, #831(b), #TaxDeferedBusiness, #ProtectYourBusiness

We discuss how he "retired" at age 38 after 18 years in the medical device industry. Chris then started Next Level Income where he dedicates his time to helping others become financially independent through education and investment opportunities.

https://www.nextlevelincome.com

#FinancialDads, #RetireInMy30's, #RetireEarly, #FinancialIndependence, #NextLevelIncome, #RaiseYourIncome

During our interview with Alejandro Szita we discuss things you can do to obtain a mortgage while being self employed. Most of the mortgage environment has been designed for those who are employees and not self employed. We get into some great nuances and the different mindset of the self employed.

#FinancialDads, #self-employed, #Selfemployed, #self-employedMortgage, #BetterMortageRate

https://prosperity-lending.com