A podcast made to help financial advisors make the most of their client’s charitable giving.
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Donor Advised Fund Podcasts
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.
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CNN's lead DC anchor and chief Washington correspondent, Jake Tapper, hosts this two-hour long weekday afternoon program, with headlines from around the country and the world, the top stories in national and international news, politics, health, money, the environment, sports and popular culture. The Lead also concentrates on bringing stories that aren't found on front pages—buried leads—to the forefront.
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Named the Best Personal Finance Podcast by Bankrate.com and Kiplinger, The Stacking Benjamins Show features a light and friendly tone. Hosts Joe Saul-Sehy and OG aim to make financial literacy fun for all as they sit around the card table in Joe's Mom's half-finished basement and talk with experts about personal finance, saving, investing, and important money trends. As Fast Company once wrote, the Stacking Benjamins podcast "strikes a great balance of fun and functional." So join Joe and OG ...
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Teaching you all about IRAs & Roth IRAs, employer retirement plans, taxes, Social Security, Medicare, portfolio withdrawal strategies, annuities, estate planning and much more!
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Check this channel often for timely discussions on topics that are top of mind for investors.
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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.
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Nonprofits Are Messy: Lessons in Leadership | Fundraising | Board Development | Communications
Joan Garry
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Joan Garry: Nonprofit Leader and former Executive Director of GLAAD helps fellow CEOs, Boards and Board Chairs, Fundraisers, and Nonprofit Marketers
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Subscribe to The ENGAGE Podcast to hear experts from across the social good community share best practices, tips and must-know trends that will help organizations increase their impact. Formerly called The sgENGAGE Podcast.
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Money in Motion with Klaas Financial, weekly on News/Talk 1310 WIBA
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Do you want to spend more money in retirement, while paying less taxes? Great news, you're in the right place! I'll also teach you the benefits of retiring TO something, while most retirees only solve half the equation by retiring FROM something. Tune in every Monday morning - hosted by Benjamin Brandt CFP, RICP. Join my "Every Day is Saturday" weekly newsletter for show notes, free book giveaways and other great retirement content: www.retirementstartstodayradio.com/newsletter
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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. Produced by Central Florida Foundation.
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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.
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Welcome to the Retirement Road Map by SHP Financial—a podcast empowering today's retirees and pre-retirees to make well-informed financial decisions that will help you spend more time living and dreaming, than worrying and wondering. Join SHP Financial Co-Founders Derek Gregoire, Keith Ellis, and Matthew Peck, CFP® CIMA®, as they share actionable financial strategies and insights, as well as interview top thought leaders in the world of finance, accounting, and estate planning. The SHP trade ...
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Conversations with non-profit leaders.
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Welcome to the Capital Fit podcast, where we explore the fascinating intersection of sustainable investing, holistic health, and achieving a harmonious life balance. Join us as we delve into the minds of visionary business owners, daring entrepreneurs, risk-takers, and seasoned investment managers who have unlocked their True Wealth by prioritizing their True Health. Discover how aligning your financial goals with your overall well-being can enhance your life in immeasurable ways. After all, ...
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Welcome to "The Caring Advisor", I'm so glad you're here! I'm Elizabeth Brickman, "The Caring Advisor"! This podcast is for those who long to experience financial happiness God's way. I'm a former finance professional, credentialed in biblical finance. Ten years ago, I left private practice to write books, because I want all of us, not just those who sat at my desk, to develop an increasingly wonderful and holy relationship with money. We will talk about how to resist financial headwinds tha ...
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Grow your wealth by working on your mindset and up leveling your game. Your thoughts about money have created your current financial net worth. Sadly, there are many physicians who are have earned a good income but have not built wealth. More and more physicians are becoming burned out as our health care system continues to change. Join the movement of physicians embarking on the journey to take matters in our own hands so we can continue to thrive. Tune in each week to learn more on how to ...
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Nonprofit Vision with Gregory Nielsen presents informative and entertaining conversations spotlighting critical issues in nonprofit leadership and the visionaries who are addressing them. www.nielsenconsults.com
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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®.
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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.
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Artificially Intelligent with Sam Maule and Maia Bittner
Sam Maule, Maia Bittner, Rachel Morrissey
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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 ...
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Major charitable-giving changes are set to take effect next year under the One Big Beautiful Bill Act. As a result, 2025 may be the best—and possibly last—great year to make a big charitable gift and get the full tax benefit in the same year. Listen in to hear the changes that take place in 2026 that could make 2025 the best year to use donor advis…
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#178 - "Hot topics" edition...Andy and Ben Brandt talk about Monte Carlo, Donor Advised Funds, paying taxes on Roth conversions, how advisors dress and MORE!
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Andy and Ben Brandt from Retirement Starts Today share their thoughts on a handful of current events and "hot topics" relating to retirement planning. Specifically, they talk about: Thoughts on Monte Carlo analysis; the good, the bad, the ugly ( 9:10 ) Why all retirement plans are ultimately wrong as soon as they're made, and need to be agile and a…
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Smart Gifting: Charitable Donations and Donor-Advised Funds (DAFs)
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By 1310 WIBA (WIBA-AM)
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#179 – "Real" person chat with Beth Pinsker about her new book, My Mother's Money, A Guide to Financial Caregiving
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Andy chats with a real person (not an advisor), Beth Pinsker, a columnist for MarketWatch, about her new book, My Mother's Money, A Guide to Financial Caregiving. In the book, Beth details her personal experience in becoming her mother's financial caregiver, both during her mother's end of life and health decline, and beyond her mother's death and …
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White House Yet To Say If Trump Has Received Epstein Bill
1:30:58
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So, when will America finally see the highly-anticipated Epstein files? Who are the pedophile's clients? How much data will be redacted? Attorney General Pam Bondi is weighing in. Plus, updates in the criminal case against former FBI director James Comey. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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98. "The Wealth-Confident Identity: How a Christy Award Winner Broke Free from His Scarcity Mindset, with bestselling author James L. Rubart."
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In this powerful episode, Elizabeth sits down with a Christy Award–winning, best-selling author, James L. Rubart, (JamesLRubart.com) whose journey exposes a surprising truth: success can magnify scarcity if our identity isn’t rooted in Christ. From being tempted to trespass for a 25-cent golf ball to rewriting the internal soundtrack that shaped hi…
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Episode 182: Your Year-End Financial Checklist
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As the year comes to a close, it’s time to make sure your finances are in order before December 31st. In this episode, we go over a practical year-end checklist designed specifically for physicians to help you save money, reduce taxes, and start the new year on solid financial footing. We’ll cover: How to maximize retirement contributions and emplo…
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How to Actually Listen (Not Just Wait to Talk) SB1763
1:17:54
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Be honest: When someone's talking to you, are you actually listening—or just waiting for your turn to speak? Joe Saul-Sehy and OG welcome executive coach Katie O'Malley, who's here to expose how terrible most of us are at paying attention—and more importantly, how to fix it. Whether you're trying to connect with your spouse, navigate a tough conver…
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Thune: Epstein Bill Could Be Passed In Senate As Soon As Tonight
1:33:24
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First the House and now the Senate is voting possibly as soon as tonight on the Epstein files and releasing them. This as lawmakers agree it is time see everything the Justice Department has on the dead pedophile and sex-trafficker Jeffrey Epstein and any other accomplice. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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Trump: “I Probably Would” Talk To Venezuela’s Maduro
1:29:39
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House Republicans have Trump’s blessing after he now says he wants them to release the Epstein files. But, why make America wait? Plus, is the criminal case against former FBI director James Comey tainted? A judge is raising questions about profound investigative missteps. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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GivingTuesday Momentum: Fuel Fundraising All Year Long
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GivingTuesday isn’t just a giving day—it’s a catalyst to transform your individual giving year-round. Are you making the most of it? Woodrow Rosenbaum, Chief Data Officer of GivingTuesday, and Carrie Cobb, Chief Data and AI Officer of Blackbaud, discuss the collaborative, special report from the Blackbaud Institute and GivingTuesday. They dive deep…
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Should You Actually Use a Catastrophic Health Plan? (& more questions from YOU!) SB1762
1:14:22
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Pop quiz: If your health insurance premiums keep climbing, should you just go catastrophic and pocket the savings? Joe Saul-Sehy, OG, and CFP Anna Allem tackle that exact question, along with a handful of other money decisions that keep Stackers up at night. From navigating healthcare coverage gaps to figuring out when (and how) to withdraw from a …
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Trump Orders Investigation Into Ties Between Top Dems & Epstein
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A top prosecutor just put in charge of the Jeffrey Epstein case is now investigating Epstein's ties to key Democrats. Plus, prison employees have been fired after a whistleblower revealed Ghislaine Maxwell’s cushy conditions behind bars. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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Why You Feel Broke Even When You're Doing Everything Right (SB1761)
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Ever feel like you're doing everything "right" with money—but still barely getting ahead? You're budgeting. You're saving what you can. You cut the subscriptions, meal prep on Sundays, and skip the daily latte. So why does it still feel like you're spinning your wheels? In this Greatest Hits episode, Joe Saul-Sehy welcomes Erin Lowry (Broke Millenn…
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Epstein Emails Renew Questions About What Trump Knew & When
1:30:27
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New questions and new messages all emerging from the 20,000 newly-released documents related to the dead pedophile Jeffrey Epstein. Donald Trump’s name keeps appearing. Who and what else is mentioned? Learn more about your ad choices. Visit podcastchoices.com/adchoicesBy CNN Podcasts
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The Roadmap to Retirement: 6 Common Pitfalls
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By 1310 WIBA (WIBA-AM)
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Soon: House To Vote On Ending Record-Long Government Shutdown
1:32:25
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The House is now taking the final step before voting to end the longest government shutdown in history. Plus, thousands of files related to Jeffrey Epstein have been released. Learn more about your ad choices. Visit podcastchoices.com/adchoicesBy CNN Podcasts
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Dare To Fly: Lessons in Courage and Resilience with Senator and Colonel (ret.) Martha McSally
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In this inspiring episode, we sit down with former U.S Senator Martha McSally to discuss her book, Dare To Fly: Simple Lessons in Never Giving Up. Over the course of our 45-minute conversation, Martha shares stories from her remarkable journey — from her childhood and time at the Air Force Academy to making history as the first female A-10 Warthog …
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091: Estate Planning Essentials: How Trusts & Gifting Protect Your Legacy with Attorney David Chaves
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For many families, estate planning creates a feeling of anxiety, which is a big reason why they put it off for another day. From probate costs to nursing home spend-downs, failing to plan can leave loved ones vulnerable to unnecessary taxes, legal fees, and stress. In this episode, SHP's Laura Russo is joined by returning guest Attorney David Chave…
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Episode 181: The How of Happiness Practicing Religion and Spirituality
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This is the 11th episode that comes from the book The How of Happiness by Dr. Sonja Lyubomirsky. This week, we look at how faith and spirituality can influence happiness, health, and resilience. Whether you identify with a particular faith, consider yourself spiritual but not religious, or approach life from a secular perspective, this episode invi…
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Jonathan Clements: Why Simple Beats Complicated Every Time (SB1760)
1:23:29
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Here's what nobody tells you about building wealth: it's not about finding the perfect investment or timing the market. It's about doing boring things consistently until they're not boring anymore—they're just your life. In this Greatest Hits episode, Joe Saul-Sehy and OG revisit a 2023 conversation with Jonathan Clements, the beloved former Wall S…
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Financial Times: Trump Donors Receiving Benefits From WH Moves
1:30:11
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A CNN exclusive on how the United Kingdom is cutting off the United States when it comes to the deadly boat strikes. Plus, a key House committee is meeting tonight with the final vote to reopen the government now set for tomorrow afternoon. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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Trust and Transparency: What happened with GoFundMe's nonprofit pages?
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Send us a text This episode of First You Talk wasn't on our schedule of episodes...but after GoFundMe published nonprofit pages in October without the knowledge or consent of millions of organizations, we had to talk about it and its impact on trust and transparency in the nonprofit world. Laurie discusses discovering Central Florida Foundation's n…
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Soon: Senate Vote On Ending Government Shutdown
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At any moment almost every Senate Republican and eight Senate Democrats are going to vote on funding the federal government. Plus, a wave of staffing problems as a result of the shutdown and airlines are ready to cancel even more flights. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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This Social Security Strategy Gives Retirees More to Spend
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A new report says retirees who use a so-called "bridge strategy" can actually spend more and need fewer assets to retire securely. That's right. By delaying Social Security and using other savings to "bridge the gap," you could improve your lifetime income, reduce longevity risk, and build more peace of mind into your plan. We will break down the r…
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What a 12-Hour Walk Teaches You About Money (And Life) SB1759
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Here's a wild idea: What if the thing holding you back isn't your bank account, your age, or your circumstances—it's just the story you've been telling yourself? Joe Saul-Sehy and OG sit down with Colin O'Brady, four-time world record holder and endurance athlete who's done things most people would call impossible: solo trek across Antarctica, row …
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Ep 240: NEIGHBORS FIRST: HOW TO FIND COMMON GROUND with Garrett Cathcart
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We say we “know” our neighbors, but do we really talk to them? Army vet and civic entrepreneur Garrett Cathcart joins Joan to share a hopeful, doable model for bringing people together across differences. If you’ve been craving belonging (and a practical path forward), this episode will give you tools and hope.…
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More Than 4,000 Flights Delayed, 900+ Canceled Today
1:31:08
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Right now millions of Americans are choosing health care plans and seeing their health care premiums skyrocket. Now, as the longest government shutdown in American history continues, many flights across the country are being cancelled or delayed. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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By 1310 WIBA (WIBA-AM)
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What Retirees Wish They'd Known 10 Years Ago (SB1758)
1:10:58
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Want to know what keeps retirees up at night? It's not what they did—it's what they wish they'd done ten years earlier. Joe Saul-Sehy is joined by Jill Siriani (Frugal Friends), Jesse Cramer (The Best Interest), and Doc G (Earn & Invest), who all pull up chairs in the basement for a powerhouse roundtable on the five regrets that show up again and a…
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Nation’s Busiest Airports Brace For Imminent Cuts
1:31:23
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Delta, United, Southwest Airlines all announce they are preemptively cancelling flights ahead of the Trump’s administration’s plan to reduce air traffic starting tomorrow because of the government shutdown. Plus, Nancy Pelosi announces plans to retire from Congress after nearly 40 years in the House. Learn more about your ad choices. Visit podcastc…
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#177 - 2025 year-end tax planning tips and items to consider
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Andy shares some year-end tax planning tips, deadlines and things to consider around the following topics: contributions to qualified accounts Roth conversions distributions from qualified accounts Required Minimum Distributions ("RMDs") charitable donations Qualified Charitable Distributions ("QCDs") from IRAs gifting tax loss and tax gain harvest…
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Trump’s Tariffs Face Tough Questions From Supreme Court
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The Supreme Court justices are sounding skeptical about the president’s power to impose tariffs as the plaintiffs argue the president has gone too far. Plus, historic wins after Election Day 2025 including Zohran Mamdani. Learn more about your ad choices. Visit podcastchoices.com/adchoicesBy CNN Podcasts
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97. “His Grandpa was a Rabbi: A Love Story that Became a God-story, with guest, Adam Mayefsky.”
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Elizabeth interviews special guest Adam Mayefsky from Alliance Defending Freedom who shares how, through life's twists and turns, God led him to becoming Wealth Blessed. 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 t…
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Episode 180: Sunk Costs, Opportunity Costs, and Thinking in Terms of Expected Value
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Episode: Sunk Costs, Opportunity Costs, and Thinking in Terms of Expected Value Have you ever kept going with something—even when you knew it wasn’t worth it—just because you’d already invested so much time, money, or effort? That’s the sunk cost fallacy at work. In this episode of The Grow Your Wealthy Mindset, Dr. Elizabeth Chiang explores how su…
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Financial Literacy for Kids + Are Annuities Actually Safe? SB1757
1:09:14
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Here's a question: If everyone's buying annuities right now, does that mean you should too? Joe Saul-Sehy, OG, and Neighbor Doug tackle that exact question in this week's episode—but first, they're starting with the basics. Because before you can figure out complex financial products, you need to nail the fundamentals. And who better to teach them …
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First Exit Poll Results In Races Test Trump’s Pull
1:24:23
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Voters are racing to try to get their ballots in these final hours amid long lines in New York City and across the country. We bring you all the latest on Election Day in America. Learn more about your ad choices. Visit podcastchoices.com/adchoicesBy CNN Podcasts
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Dems Watch VA, NYC Races For Cues About Party’s Future
1:29:20
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We are just hours from Election Day and we break down key races in Virginia, New York, New Jersey, California, and more. Plus, a look at why premiums for health care are going up. Learn more about your ad choices. Visit podcastchoices.com/adchoicesBy CNN Podcasts
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"One free lunch, please." Why Buffered ETFs might not fit the bill.
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If something promises higher returns, it comes with higher risk — even if that risk isn't easy to see. And if something promises to protect your downside, it's usually charging you for it through fees, limited upside, or long-term lockups. Today's headline from Ben Henry-Moreland fits that idea perfectly. "Why 'Downside Protection' ETFs Don't Prote…
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Nobody plans for their finances to get tight. But here you are, staring at your bank account, wondering if you should panic now or wait until next Tuesday. Joe Saul-Sehy, OG, and Neighbor Doug are here to talk you off the ledge—and give you an actual plan for when money gets squeezed. Whether you're facing a layoff, dealing with reduced hours, brac…
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FBI Says It Thwarted Potential Terror Attack In Michigan
1:23:15
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New details about what the FBI says could have been an ISIS inspired terrorist attack. Plus, two federal judges weigh in on SNAP benefits set to expire tomorrow because of the government shutdown. Learn more about your ad choices. Visit podcastchoices.com/adchoicesBy CNN Podcasts
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Tales of Financial Horror (and how we exorcised them) SB1755
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Pop quiz: What's scarier than a haunted house? Opening your credit card statement after a "just this once" shopping spree turned into a six-month spiral. Joe Saul-Sehy and Neighbor Doug gather 'round the basement campfire with Doc G (Jordan Grumet from Earn and Invest), Jesse Cramer (Personal Finance for Long Term Investors), and special guest Emil…
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DOJ Scrubs Mention Of Trump & January 6 From Sentencing Memo
1:23:59
1:23:59
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Two assistant United States attorneys are suspended after mentioning facts about President Trump and the January 6th attack in court documents. A federal judge just weighed in. Plus, Britain’s King Charles strips his brother Andrew of his title. Learn more about your ad choices. Visit podcastchoices.com/adchoices…
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Webinar - Putting Your Financial House in Order
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Listen as Karin Christenson, senior wealth planner, and Allison Pierce, wealth planning team leader, share insights on a number of strategies to consider, including charitable and family giving, estate and risk planning, and income and tax strategies.By wilmingtontrustwebinars
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#176 - Guest host Brian Tegtmeyer from Truly Prosper Financial Planning talks about the non-financial aspects of planning a great retirement
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In this special guest host episode, Brian Tegtmeyer from Truly Prosper Financial Planning talks about how to address and plan for the non-financial aspects of retirement such as intellectual engagement, purposeful activities, health and fitness, relationships and more. And he also shares a quick exercise to do to see how you can measure your satisf…
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Jamaican Officials: Four Bodies Recovered In St. Elizabeth Parish
1:23:35
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Dozens are killed and the devastation is significant after Hurricane Melissa pummeled multiple Caribbean islands. CNN reporters are standing by throughout the region with the latest details on the damage. Plus, what CNN is learning about covert CIA efforts targeting Venezuela’s Maduro regime. Learn more about your ad choices. Visit podcastchoices.c…
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