A podcast made to help financial advisors make the most of their client’s charitable giving.
…
continue reading
Donor Advised Fund Podcasts
Listen, Learn & Prosper. Wise Money Show is where individuals looking to build wise financial habits turn for advice. We’re all about teaching you how to make the right financial decisions in your life that align with your financial plan. If you are looking to be better prepared for retirement, pay fewer taxes, fully fund your retirement accounts, and more, then make sure you subscribe to this channel now!
…
continue reading
Listen to the Wycliffe Foundation discuss various gift planning vehicles. Topics vary from wills, bequests, annuities, donor advised funds, IRA rollovers and more. The Wycliffe Foundation is a ministry of gift planning serving partners in global Bible translation, linguistics training and humanitarian aid.
…
continue reading
Check this channel often for timely discussions on topics that are top of mind for investors.
…
continue reading
Philanthropy is a powerful tool that creates lasting change in the world. Hosted by Vanguard Charitable President Rebecca Moffett, the Value in Giving is a podcast that brings together leaders from nonprofit organizations and community foundations across the world of philanthropy. Learn more about the importance of giving, how nonprofits are responding to crises and addressing inequality, and how to take action now to support their efforts.
…
continue reading
Welcome to Amber Wynn, Philanthrepreneur, where amazing things happen.
…
continue reading
Big Nonprofit Ideas for the Other 95%
…
continue reading
Welcome to the "Financial Foundations" podcast, your gateway to the fascinating realm of finance, brought to you by Base Wealth Management. In this show, we delve deep into the world of money, guided by seasoned experts who will unravel the complexities of finance and provide you with invaluable insights and practical advice. Hosted by Dustin Taylor and Alex Wolfe, CFP®.
…
continue reading
The First You Talk podcast is about taking complex problems that affect Central Floridians and guiding listeners to understand the issue in a digestible way and come out of each episode being better informed, experiencing an increase in empathy toward others, and the ability to discuss these difficult problems in a thoughtful way. Ready to up your knowledge game? Let's get started.
…
continue reading
The Elevate Your Event Podcast is where we talk about how to plan and execute an unforgettable event that will dazzle your guests and generate more income for your organization. From fundraising and securing trendy auction items, to event production and logistics, get the best tips and advice from seasoned fundraising and event professionals who have been in your shoes.
…
continue reading
Conversations with non-profit leaders.
…
continue reading
Investing in Impact interviews impact investors, General Partners, and VC's from around the world on their individual journeys and to connect impact entrepreneurs with insight into funding, scalability, and insights to inspire more impact companies around the world.
…
continue reading
Welcome to the Knowing What Counts Podcast, your go-to resource for expert financial guidance tailored to high-net-worth individuals and thriving businesses. Hosted by the experienced professionals at MP CPAs, this podcast dives deep into strategies that help you protect, optimize, and grow your wealth. From tax planning and wealth management to business strategy and financial decision-making, we bring you the tools and insights to navigate your financial journey with confidence. Tune in and ...
…
continue reading
1
DIY Money | Personal Finance, Budgeting, Debt, Savings, Investing
Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!, Bleav
170
770
Budgeting, Savings, Investing, Wealth Management for those that choose to Do It Yourself. Disclosures The DIY Money podcast and related content including our website, social media, educational tools, and any published materials are intended for general informational and educational purposes only. They do not constitute financial, legal, tax, or accounting advice. Listeners and viewers should not act on any information provided without first consulting a qualified professional who is familiar ...
…
continue reading
The happiness in retirement podcast is a holistic financial planning show that teaches you how to maximize your wealth and your happiness, and its for anyone who wants to squeeze all the juice out of their life - and their money.
…
continue reading
Welcome to Planning Reimagined, a podcast by Robin Glen that gives you an exclusive peek into the wealth-building strategies of high-net-worth individuals. In every episode, we discuss the intricate world of securing wealth and creating a lasting legacy, exploring actionable strategies and insightful discussions to empower you on your journey.
…
continue reading
Join the wealth strategists of CIBC Private Wealth as they shine light on the topic of wealth planning by sharing their insights and ideas on how to use wealth in ways that are important to you—whether for your own needs, the people you hold dear or the causes that you care about.
…
continue reading
4
Artificially Intelligent with Sam Maule and Maia Bittner
Sam Maule, Maia Bittner, Rachel Morrissey
220
When it comes to fintech, Sam Maule. and Maia Bittner have definitely honed a few talents over the years. They've got over a decade each in banking and payments industry, so they've earned their stripes. Now, some in the industry like to dub them fintech thought leaders- but they prefer to see themselves as perpetual fintech interns. And that's precisely why they decided to launch the Artificially Intelligent podcast - to create a platform where they can learn and look about edge cases in fi ...
…
continue reading
1
Donor Advised Funds Revisited: Leveraging Donor Advised Funds for Fundraising Success
40:35
40:35
Play later
Play later
Lists
Like
Liked
40:35
On February 27, 2025, we hosted an installment in our Philanthropic Speaker Series, Donor Advised Funds Revisited: Leveraging Donor Advised Funds for Fundraising Success. This webinar was hosted by National Director of Endowments and Foundations Walter Dillingham and included an interactive panel discussion featuring industry professionals who disc…
…
continue reading
Logan and Allie talk through giving strategies and whether or not they can help you with monthly cash flow.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
Unlocking the Power of Donor-Advised Funds
34:16
34:16
Play later
Play later
Lists
Like
Liked
34:16
Welcome back to Elevate Your Event! In this insightful episode, Jeff is joined once again by Mitch Stein from Chariot to break down the often misunderstood world of donor-advised funds (DAFs). From debunking myths to sharing real-life success stories, they dive into how DAFs can revolutionize giving at your fundraising events—and how the Handbid an…
…
continue reading
1
Episode 148: What Are Donor Advised Funds? And Why You Should Care About Them
15:42
15:42
Play later
Play later
Lists
Like
Liked
15:42
A donor-advised fund (DAF) is a simple, tax-smart investment solution for charitable giving. Donors set up an online account and contribute cash, securities, or appreciated assets. Donors are eligible for a current-year tax deduction and can be more strategic about their giving decisions.
…
continue reading
1
Episode 150: Stop SelfFunding Your Nonprofit How to Build a Donor Pipeline that Pays
31:20
31:20
Play later
Play later
Lists
Like
Liked
31:20
Today we bust the fundraising myth. No, you're NOT supposed to fund your organization. Not in the beginning not in the middle not ever. You just don't know what to do. Grants should only make up 30% of your budget. Of the top 8 funding sources grants is #7 and why most founders are self-funding their organizations. Their infrastructure is raggedy a…
…
continue reading
1
How Much Guaranteed Income Should You Have in Retirement?
42:17
42:17
Play later
Play later
Lists
Like
Liked
42:17
How much of your retirement income should come from guaranteed or steady sources? Striking the right balance between predictable income and flexibility is key to a successful, confident retirement. In this episode of Wise Money, we're discussing what "guaranteed income" really means, the trade-offs between income stability and flexibility, and how …
…
continue reading
1
748: We’ve Been Hacked! & Smart Data Storage – Tony Martignetti Nonprofit Radio
55:40
55:40
Play later
Play later
Lists
Like
Liked
55:40
This Week: We’ve Been Hacked! Our panel from the 2025 Nonprofit Technology Conference (#25NTC), helps you with actionable takeaways to strengthen your incident response plan. You do have an incident response plan, right? They reveal the right responses and responsibilities for your leadership, IT, communications, and other key roles. They’re Steve …
…
continue reading
Allie and Logan talk about some of the tax consequences of trust accounts and whether it is helpful to put your IRA in a trust after you pass.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
Quint and Allie talk about what happens to debts after someone passes away.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
Episode 149: You've Got Your 501(c)(3)--Now Let's Build the Backend: The 4 Must Have Backend Essentials
21:55
21:55
Play later
Play later
Lists
Like
Liked
21:55
Too many founders celebrate getting their 501(c)(3) like it's the finish line, but that IRS letter is just the beginning. At this stage, you're not qualified for a grant, but I'm going to share with you in this episode the four essentials that you need to make your nonprofit funder ready, legally compliant, and structurally sound.…
…
continue reading
1
The Business Entity Blueprint: How Your Business Structure Shapes Everything
16:21
16:21
Play later
Play later
Lists
Like
Liked
16:21
Send us a text Entity Essentials: Choosing the Right Structure for Your Business Selecting the right business entity structure might be the most consequential decision you'll make as an entrepreneur. Tax implications, liability protection, paperwork requirements, and future growth potential all hinge on this critical choice. In this comprehensive g…
…
continue reading
Quint and Logan talk about the difference in small cap index funds and large cap index funds and the place both could have in your portfolio.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
Financial independence isn't just about retiring early. It's about gaining freedom, flexibility, and the ability to choose how you live and work. In this episode of The Wise Money Show, we break down the five essential steps you can take to move toward financial independence, whether you're just starting out, nearing retirement, or somewhere in bet…
…
continue reading
1
Nonprofit Leadership With Stacy Palmer – Tony Martignetti Nonprofit Radio
46:43
46:43
Play later
Play later
Lists
Like
Liked
46:43
This Week: Nonprofit Leadership With Stacy Palmer The chief executive of the Chronicle of Philanthropy joins us with her thoughts on the challenges facing nonprofit leaders, especially females, and especially females of color. Stacy also reveals the bright spots in a recent leadership survey, and promising opportunities around co-CEOs, sabbaticals,…
…
continue reading
Logan and Allie talk about ways to avoid impulse buying.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
New Tariffs, Big Consequences: Preparing for What's Ahead
45:06
45:06
Play later
Play later
Lists
Like
Liked
45:06
On April 9, Head of Wealth Management Lisa Roberts moderated a discussion with our investment team on the current volatility and economic outlook. Chief Investment Officer Tony Roth, Chief Investment Strategist Meghan Shue, and Chief Economist Luke Tilley shared valuable insights on the recent market drawdown1Disclosure number, please reference add…
…
continue reading
1
Accelerating the Construction of Low-Carbon Infrastructure - Josh Kaufman, CEO and Co-Founder of Khasma Capital
33:49
33:49
Play later
Play later
Lists
Like
Liked
33:49
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. ---------------------------------------- Welcome back to Investing in Impact, the podcast where we dive deep into the minds of visionary leaders building a more sust…
…
continue reading
Logan and Allie talk about good saving principles to follow especially when you have a small business.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
Inherited IRA Rules for Spouses Under the Age of 59.5
42:16
42:16
Play later
Play later
Lists
Like
Liked
42:16
Losing a spouse is emotionally devastating, and it also comes with complex financial decisions. If you've inherited an IRA and you're under age 59 1/2, the choices you make could significantly impact your financial future. In this episode of Wise Money, we're joined by Matt Hoke to break down the unique rules and options available to surviving spou…
…
continue reading
Logan and Quint talk all things individual stocks.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
746: Tech To Amplify Youth Voices & Donor Diversity Redefining Social Fundraising – Tony Martignetti Nonprofit Radio
56:33
56:33
Play later
Play later
Lists
Like
Liked
56:33
This Week: Tech To Amplify Youth Voices Our panel from the 2025 Nonprofit Technology Conference, examines how nonprofits use Artificial Intelligence, social media and other technology to uplift young people. They share challenges and successes to increase your awareness and help you give voice to younger constituencies. They’re Sam Kussin-Shoptaw, …
…
continue reading
Quint and Logan talk about the basics of laying your investing foundation.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
All About Investments - Taxes and Accounts
29:15
29:15
Play later
Play later
Lists
Like
Liked
29:15
Quint and Allie kick off a three part series on investing. They discuss different investment accounts and the taxes of each.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
ICHRAs - A New Option for Health Insurance
42:08
42:08
Play later
Play later
Lists
Like
Liked
42:08
Health insurance is a major decision and a growing trend is reshaping how some employers provide it. Enter the ICHRA, or Individual Coverage Health Reimbursement Arrangement. What is an ICHRA, why are companies offering them, and how can you know if it's a smart decision for you and your family? We're joined by health insurance advisor Corey Johnso…
…
continue reading
1
Funding Rounds: $500M for Climate, AI, Accessibility, and the Creative Economy
5:45
5:45
Play later
Play later
Lists
Like
Liked
5:45
This content is for informational and entertainment purposes only, you should not construe any such information or other material as legal, tax, investment, financial, or other advice. ---------------------------------------- Fiber Global Raises $20M to Scale Circular Building Materials Funding: $20 million Series A Goal: Expand production of susta…
…
continue reading
Allie and Logan break down buying fractional shares and the benefits of doing so.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
745: A Conversation With Art Taylor – Tony Martignetti Nonprofit Radio
1:00:27
1:00:27
Play later
Play later
Lists
Like
Liked
1:00:27
This Week: A Conversation With Art Taylor He’s the recently appointed president and CEO of AFP, the Association of Fundraising Professionals, so we’re on hiatus from our 25NTC interviews for one more week. Art explains the value of AFP in our community, including enforcing professional ethics; reflects on our challenges and how to advocate for our …
…
continue reading
1
The Future of Event Check-In: Apps, App Clips, and Arrival Innovation
30:07
30:07
Play later
Play later
Lists
Like
Liked
30:07
Welcome back to Elevate Your Event! In this forward-looking episode, Jeff, Elise, and Shania take a deep dive into how mobile app technology can transform the arrival experience at fundraising events. In This Episode: The evolution of mobile and native app technology since the early iPhone days—and why it matters for events The difference between “…
…
continue reading
1
DIY Money Jr - How to Get Started in Investing
12:49
12:49
Play later
Play later
Lists
Like
Liked
12:49
Logan and Allie answer a junior question about getting started with investing and how much to invest.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
Beyond Borders: Understanding Your Foreign Tax Obligations
15:46
15:46
Play later
Play later
Lists
Like
Liked
15:46
Send us a text Global Compliance: Tackling Foreign Tax Filings The hidden complexities of foreign tax compliance often catch even savvy taxpayers by surprise. Tax Supervisor Alex Leslie of MP CPAs draws from a decade of experience to illuminate the maze of international tax reporting requirements that affect Americans with global financial interest…
…
continue reading
1
Tax-Free Exit: Section 1202 Stock Exposed
11:21
11:21
Play later
Play later
Lists
Like
Liked
11:21
Send us a text What Is 1202 Stock? Millions of dollars in potential tax savings are hiding in plain sight for many business owners. Section 1202 stock, also known as Qualified Small Business Stock (QSBS), represents one of the most powerful yet underutilized tax strategies available to entrepreneurs planning their exit. Tax expert Phil Giguere brea…
…
continue reading
1
How to Save Before You are Eligible for Workplace Plans
13:13
13:13
Play later
Play later
Lists
Like
Liked
13:13
By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
Retiring Early? How to Plan for Health Insurance
42:11
42:11
Play later
Play later
Lists
Like
Liked
42:11
If you're planning to retire before you're eligible for Medicare at age 65, one of the biggest questions you'll face is: What do I do about health insurance? In this episode of The Wise Money Show, we break down your options—including COBRA, Healthcare.gov plans, and health-sharing networks. We'll walk through: - The pros and cons of COBRA - How th…
…
continue reading
1
18. Navigating Generosity: Charitable Gift Annuities
34:38
34:38
Play later
Play later
Lists
Like
Liked
34:38
Send us a text In this episode of Navigating Generosity, Nicole Donelson sits down with David Torre to explore how charitable gift annuities (CGAs) can enhance the value you bring to client conversations. From retirement income strategies to charitable tax deductions, CGAs offer a unique way to align financial planning with philanthropic goals. You…
…
continue reading
1
744: Donor Advised Fund (DAF) Fundraising – Tony Martignetti Nonprofit Radio
49:11
49:11
Play later
Play later
Lists
Like
Liked
49:11
This Week: Donor Advised Fund (DAF) Fundraising You shouldn’t need much encouragement, or any, to incorporate DAFs into your fundraising mix. But Matt Nash brings the encouraging stats. Then he explains how to overcome challenges, like anonymous donors; strategies for marketing and promotion; and tips on converting from transactional to relational …
…
continue reading
Allie and Quint talk about utilizing a 529 account.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
Mortgage Secrets That Save Thousands: Expert Tips from 28-Year Industry Veteran
22:17
22:17
Play later
Play later
Lists
Like
Liked
22:17
Mortgage rules keep shifting, but the core questions remain: how much should you borrow, when should you refinance, and which pitfalls will really cost you? In this episode of Financial Foundations, hosts Dustin Taylor and Kyle Howell sit down with veteran loan originator Jennifer Weil—known to clients as “Jen Is My Home Girl”—to uncover practical …
…
continue reading
Quint and Allie talk about what to look for if you want a financial advisor.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
Quint and Logan talk about the differences in mutual funds and ETFs and what to use in your portfolio.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
Episode 147: Understanding the Budget Cycle
12:29
12:29
Play later
Play later
Lists
Like
Liked
12:29
A key component of fundraising is understanding when money is available. Increase your odds of hitting your fundraising goals by understanding the budget cycle and how it impacts your ability to hit your funding targets.
…
continue reading
1
Answering The Top 10 Most Common Social Security Questions
42:10
42:10
Play later
Play later
Lists
Like
Liked
42:10
Are you confused about Social Security? You're not alone. In this episode of Wise Money, we're answering the top 10 most common Social Security questions—the ones we hear all the time from people planning for retirement. From "When should I start collecting benefits?" to "Will Social Security run out?" we're covering it all. Season 10, Episode 42 S…
…
continue reading
Quint and Allie take a question about when to use fast cash.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
743: Consciousness & Intentionality In Work & Retirement – Tony Martignetti Nonprofit Radio
1:06:26
1:06:26
Play later
Play later
Lists
Like
Liked
1:06:26
This Week: Consciousness & Intentionality In Work & Retirement Elizabeth Zelinka Parsons wrote a book for retirement planning that has value for anyone, at any age, who aspires to fulfillment and joy through all the stages and pages of their professional and personal lives. She walks you through the value of play; embracing new mindsets; constantly…
…
continue reading
1
DIY Investing vs. Hiring a Pro: 6 Questions Every Investor Should Answer
8:32
8:32
Play later
Play later
Lists
Like
Liked
8:32
Market headlines can roar louder than a toddler with a drum set—and your portfolio can end up marching to the noise. In this episode of Financial Foundations, hosts Dustin Taylor and Alex Wolfe, CFP® put the would-be DIY investor under a microscope: Do you genuinely have the research chops and the hours? Are hidden emotional or political biases ste…
…
continue reading
Starting a nonprofit can feel like standing at the edge of a cliff with a parachute you’ve never packed. In this episode, Jeff, Inga, and Mark sit down with Matt Stockman to unpack his six-part framework—the Nonprofit Launch Plan—that helps emerging nonprofits go from overwhelmed to organized. What You’ll Learn: Why most nonprofit founders are driv…
…
continue reading
1
What Does the Average Investor Need to Know About Stocks?
19:48
19:48
Play later
Play later
Lists
Like
Liked
19:48
Quint and Logan talk about evaluating individual stocks and whether or not to trust analyst reports.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
Quint and Allie talk about having cash on the sidelines and how much is appropriate.By Bleav + Quint Tatro & Daniel Czulno, CFP® a passionate look at everything money from budgeting, savings, investing, stocks, bonds, debt. For those that enjoy Dave Ramsey, Jill On Money, Smart Money, BiggerPockets it’s worth a listen!
…
continue reading
1
742: Storytelling & Local Media – Tony Martignetti Nonprofit Radio
58:29
58:29
Play later
Play later
Lists
Like
Liked
58:29
This Week: Storytelling & Local Media Fabiana Meléndez Ruiz reminds us of the value of sound storytelling, and how to get your house in order before you go public with your stories. She shares sound advice on the great value of local media and how to build the journalist relationships that will help you get your stories told. Fabiana also reveals s…
…
continue reading
1
Episode 146: Business Credit; Why You Need It and How to Get It
15:38
15:38
Play later
Play later
Lists
Like
Liked
15:38
A nonprofit is a business. And a part of running an effective business is leveraging the resources out there to help you manage cashflow. Learn why your nonprofit needs business credit and how to get it.
…
continue reading
1
Should I Pay Off My Mortgage With an Inheritance?
42:26
42:26
Play later
Play later
Lists
Like
Liked
42:26
When you receive an inheritance, what's the wise way to use it? In this episode of Wise Money, we're responding to a question from a listener who is deciding whether to pay off his home, invest for retirement, or follow his accountant's advice—all while aiming to reduce taxes and make every dollar count. Tune in to learn how to align your inheritan…
…
continue reading
