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A podcast to help you get an insider’s view of the financial world and escape common investment traps. Each week, we look at the financial news of the day and help you make sense of it so you can relax about money.
Episodes
Jun 3, 2021
Jun 3, 2021
17 min
Today’s show is about our charitable givers. If you’re looking to increase your giving to get over the standard deduction, you can consider giving to a donor advised fund. Paul talks about how giving to these funds gives you some control and flexibility over your charitable donations, and when you would want to take advantage of them. He also talks about the types of assets that you might consider giving to a donor advised fund, and how they can help simplify inherited assets that you might not want.
Have a puzzling investing question? A complicated financial issue? Want to try and stump Paul? You can now ask The Investor Coach questions for him to answer on the show. Submit your questions here: paulwinkler.com/question.
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