Self-Employment Success Podcast

Episode 28: What Works Wednesday: Year End Giving: How To Give And Get The Best Bang For Your Buck

Leland Gross CFP®

Welcome to another episode of What Works Wednesday with Leland! In this insightful podcast, Leland shares valuable tips and tricks to optimize your finances and build the life you desire. As December marks the charitable giving season, Leland delves into strategic ways to make your donations count. Learn about the benefits of donor-advised funds, donating appreciated investments, and utilizing qualified charitable distributions from IRAs or 401ks. Discover how these tactics not only maximize the impact of your giving but also provide unique financial advantages. Tune in and gain the knowledge to navigate the world of charitable giving while optimizing your financial well-being.


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PeaceLink Financial Planning

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