S3: Episode 11 – We Should Always Be Enjoying Life With Jonathan Dold, MBA December 6, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreBeing free to enjoy life in retirement is one of the missions of Wise Wealth. But you should be enjoying[…] Read more
S3: Episode 8 – How Creating A Legacy of Giving Back to Others Can Be Passed On October 25, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreCreating a legacy of serving others can inspire your children and those around you to serve and give back to[…] Read more
S3: Episode 7 – How Wise Women Embodies The Mission of Wise Wealth With Samantha Compton October 11, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreWomen are a notoriously underserved demographic in the financial industry, even though they are often the ones in the family[…] Read more
S3: Episode 6 – What It Means To Be Free To Serve Others September 27, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreThis season Stephen talked about being free to give and spoke to several clients about what it means to give[…] Read more
S3: Episode 5 – What It Means to Give Through A Donor Advised Fund September 13, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreIf you’re going to give, there’s a tax-efficient way to go about it, and you may as well take advantage[…] Read more
S3: Episode 4 – An Introduction to Qualified Charitable Distributions & Required Minimum Distributions August 30, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized Podcast: Play in new window | Download | EmbedSubscribe: RSS | MoreThis season we want to bring on our clients and share some of their stories of giving. In this episode,[…] Read more
