563.5K
Downloads
1435
Episodes
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
Friday Jan 26, 2024
Friday Jan 26, 2024
Paul had someone approach him who was curious if they should set up a foundation for charitable giving. Today, Paul and Chad share why they are slow to recommend setting up a foundation for charitable giving. Foundations can be expensive to set up and come with legal issues, tax scrutiny, and other unforeseen problems. Listen along to hear these advisors talk about the benefits of having a foundation and why Paul has personally avoided this kind of charitable giving for other options. Later in the episode, Paul brings up a story he saw twice this week about $8.8 trillion in money market accounts that some hope will hit the market soon.
For more information about what we do or how we can help you, schedule a 15-minute call with us here: paulwinkler.com/call.
Comments (0)
To leave or reply to comments, please download free Podbean or
No Comments
To leave or reply to comments,
please download free Podbean App.