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95. "Smart Generosity: IRA Moves & Donor Advised Fund Basics" with guest Robert Braglia.

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Manage episode 512344697 series 3449137
Content provided by Elizabeth Brickman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elizabeth Brickman 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.

In today's episode, Elizabeth invites special guest and her brother Robert Braglia onto the show.

Robert talks us through the practical steps of utilizing Donor Advised Funds to your advantage, as well as demystifying IRA conversions.

Learn more about topics from today's episode in Elizabeth's new book, Wealth Blessed, now available for everyone! Click Here to get your copy today!

We are also proud to announce the release of Wealth Confident, the next issue in Elizabeth's book series on wise financial stewardship. We hope these are helpful resources to you!

For more, consider following us wherever you listen to your podcasts so you never miss an episode!

Can't get enough? Be sure to check out more of Elizabeth's writings by visiting her blog here!

For personal support, encouragement, and updates, subscribe to Elizabeth’s website here!

  continue reading

95 episodes

Artwork
iconShare
 
Manage episode 512344697 series 3449137
Content provided by Elizabeth Brickman. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Elizabeth Brickman 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.

In today's episode, Elizabeth invites special guest and her brother Robert Braglia onto the show.

Robert talks us through the practical steps of utilizing Donor Advised Funds to your advantage, as well as demystifying IRA conversions.

Learn more about topics from today's episode in Elizabeth's new book, Wealth Blessed, now available for everyone! Click Here to get your copy today!

We are also proud to announce the release of Wealth Confident, the next issue in Elizabeth's book series on wise financial stewardship. We hope these are helpful resources to you!

For more, consider following us wherever you listen to your podcasts so you never miss an episode!

Can't get enough? Be sure to check out more of Elizabeth's writings by visiting her blog here!

For personal support, encouragement, and updates, subscribe to Elizabeth’s website here!

  continue reading

95 episodes

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