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Stay Wealthy Retirement Show

Aug 20, 2019

The economy has some of you worried right now, and for good reason. 

The interest rate environment is different from years’ past, the Dow Jones lost 800 points recently, and the yield curve inverted last week.

So, what does all of this mean for you and your investments? 

And should you be concerned about a...

Aug 6, 2019

Due to recent tax reform, only 10% of Americans itemized their deductions in 2018 compared to 30% in 2017.

This has significantly impacted the tax benefits of charitable giving. Or has it?  

In today's episode, I'm discussing:

  1. Exactly what a Donor-Advised Fund is in its simplest form
  2. Who is the right fit for using a...