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You’re Great at Saving. Here’s How to Get Great at Giving (FI Style) | E171 Spencer Reese

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Manage episode 489487417 series 3460108
Content provided by Justin Peters. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin Peters or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The Financial Independence community is great at saving and investing — but what about giving?

In this episode, I talk with Spencer Reese from Military Money Manual about how to make generosity part of your FI plan without derailing your financial goals. We explore how charitable giving can reduce your taxes, align with your values, and help you overcome money scarcity by building an abundance mindset.

Whether you’re early in your FI journey or already financially independent, this conversation will help you give with purpose — and make a real difference along the way.

Key Takeaways:

  • How to get more comfortable donating your money
  • Ways to balance your FI goals while supporting causes you care about
  • How charitable tax deductions actually work
  • What a Donor-Advised Fund (DAF) is and why it might be right for you
  • The easiest DAF platform for first-time donors
  • Why donating appreciated stock can be a powerful giving strategy
  • How to find ethical, effective nonprofits to support
  • Tips for deciding how much to give (and when)
  • Whether it’s better to donate now or wait until you’ve reached FI

More of Spencer:

Check out Military Money Manual Podcast: https://militarymoneymanual.com/podcast/

More of FI Minded:

Email Justin at [email protected]

Connect with Justin on LinkedIn: https://www.linkedin.com/in/justinleepeters/

  continue reading

182 episodes

Artwork
iconShare
 
Manage episode 489487417 series 3460108
Content provided by Justin Peters. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Justin Peters or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

The Financial Independence community is great at saving and investing — but what about giving?

In this episode, I talk with Spencer Reese from Military Money Manual about how to make generosity part of your FI plan without derailing your financial goals. We explore how charitable giving can reduce your taxes, align with your values, and help you overcome money scarcity by building an abundance mindset.

Whether you’re early in your FI journey or already financially independent, this conversation will help you give with purpose — and make a real difference along the way.

Key Takeaways:

  • How to get more comfortable donating your money
  • Ways to balance your FI goals while supporting causes you care about
  • How charitable tax deductions actually work
  • What a Donor-Advised Fund (DAF) is and why it might be right for you
  • The easiest DAF platform for first-time donors
  • Why donating appreciated stock can be a powerful giving strategy
  • How to find ethical, effective nonprofits to support
  • Tips for deciding how much to give (and when)
  • Whether it’s better to donate now or wait until you’ve reached FI

More of Spencer:

Check out Military Money Manual Podcast: https://militarymoneymanual.com/podcast/

More of FI Minded:

Email Justin at [email protected]

Connect with Justin on LinkedIn: https://www.linkedin.com/in/justinleepeters/

  continue reading

182 episodes

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