The Get Ready Money Podcast
The Get Ready Money Podcast with Tony Steuer features insightful conversations with thought leaders who are transforming how we think about money.
Each episode provides actionable tips and meaningful insights to help you ask the right questions, improve your financial conversations, and take control of your financial future. Whether youâre a financial professional or simply looking to strengthen your financial foundation, this podcast will leave you empowered and prepared.
âThe litmus test for a terrific podcast has to be that you found yourself wishing you were âin the roomâ for the conversation you're listening to, so you could participate. I had that feeling when Tony Steuer, CLU, LA, CPFFE and Bobbi Rebell Kaufman, CFPÂŽ were discussing the importance of understanding who you are taking financial advice from, and how much further in life just a little more intention can get you. Worth a listen!â â Karen Holland
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The Get Ready Money Podcast
Transform your charitable giving with Donor Advised Funds
In this episode of The Get Ready Money Podcast, I was joined by Alissa Maizes, Erinn Andrews and Russell James. We explore how Donor Advised Funds (DAFs) can be a great vehicle for charitable giving.
đĄ Conversation Highlights:What is a Donor Advised Fund?
- The benefits and key considerations of using a DAF.
- How DAFs can encourage multi-generational giving.
- Charitable giving isnât just for the wealthy.
- DAFâs can ease the process for small non-profits.
Charitable planning is more than a financial strategyâitâs a way to express your values, build legacy, and make a lasting impact. With tools like Donor Advised Funds, giving can be simple, strategic, and deeply personal.
Connect with Alissa Maizes:
- Amplify My Wealth Website (here)
- LInkedIn (here)
- Instagram ( @amplifymywealth )
Connect with Erinn Andrews:
Connect with Russell James:
Bios:
Alissa Maizes is an award-winning financial literacy content creator, is a licensed attorney and registered investment advisor who provides women and young adults with financial advice and a plan to embrace the life they want. Whether sharing financial literacy content or advising clients of Savvy Ladies with pro bono advice or clients of her firm, Alissa meets you wherever you are on your journey, whether living paycheck-to-paycheck and striving to eliminate high-interest debt or are already a millionaire.
Erinn Andrews, the current VP and incoming President of the National Board of Advisors in Philanthropy, is a social entrepreneur, innovator, and philanthropy leader. As the Founder and CEO of GiveTeam, Erinn runs a unique philanthropic planning practice specializing in supporting donors who wish to be more intentional in their giving. Offering a new philanthropic advising model, GiveTeam collaborates closely with financial advisors to help clients develop a charitable mission statement and select local nonprofits aligned with their values.
Russell James, J.D., Ph.D., CFPÂŽ is a chaired professor in the School of Financial Planning at Texas Tech University where he directs the on-campus and online graduate program in Charitable Financial Planning (planned giving). He graduated, cum laude, from the University of Missouri School of Law where he was a member of the Missouri Law Review and received the United Missouri Bank Award for Most Outstanding Work in Gift and Estate Taxation and Planning. He also holds a Ph.D. in consumer economics from the University of Missouri, where his dissertation was on charitable giving. Prior to his career as an academic researcher, Dr. James worked as the Director of Planned Giving for Central Christian College in Moberly, Missouri for 6 years and later served as p
The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
