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Tag: Charity

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S3: Episode 11 – We Should Always Be Enjoying Life With Jonathan Dold, MBA

December 6, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes

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Being free to enjoy life in retirement is one of the missions of Wise Wealth. But you should be enjoying[…]

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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

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Creating a legacy of serving others can inspire your children and those around you to serve and give back to[…]

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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

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Women are a notoriously underserved demographic in the financial industry, even though they are often the ones in the family[…]

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S3: Episode 6 – What It Means To Be Free To Serve Others

September 27, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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This season Stephen talked about being free to give and spoke to several clients about what it means to give[…]

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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

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If you’re going to give, there’s a tax-efficient way to go about it, and you may as well take advantage[…]

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S3: Episode 4 – An Introduction to Qualified Charitable Distributions & Required Minimum Distributions

August 30, 2021 simplifyyourretirement Finance, Financial, Financial Planning, Insurance, Retirement, Taxes, Uncategorized

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This season we want to bring on our clients and share some of their stories of giving. In this episode,[…]

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