308-Charitable Giving Strategies to Maximize Your Lifestyle and Your Impact: Interview with Patrick Renn, author of "Finding Your Money's Greater Purpose"
Radical Personal Finance
Joshua J. Sheats, MSFS, CFP, CLU, ChFC, CASL, RHU, REBC, CAP
4.2 • 1.9K Ratings
🗓️ 15 March 2016
⏱️ 63 minutes
🧾️ Download transcript
Summary
I like to share as much "behind the curtains of the financial advice industry" stuff as possible. But I like to do it from a diverse perspective.
If you like seeing how good financial planning can dramatically impact a real-life scenario, this is a show for you.
My guest is Patrick Renn, a 35-year veteran of the financial planning industry. Patrick runs a wealth management firm in Atlanta, GA and specializes in helping his clients develop well-designed charitable giving programs.
If you enjoy seeing nuts and bolts of financial planning applied in the real world, you'll enjoy this show.
Enjoy!
Joshua
- Patrick's book: "Finding Your Money's Greater Purpose: How to Make Your Legacy Count" http://rpf.link/1Ux8H1o
- Website for the book: http://www.moneysgreaterpurpose.com/
- Patrick's Wealth Management site: http://www.rennwealth.com/
- Use the best budgeting tool in the world! http://radicalpersonalfinance.com/radical
- Have student loans? Get a consultation with Jay Fleischman: http://studentloanshow.com/radical
- Support Radical Personal Finance! http://radicalpersonalfinance.com/patron
Transcript
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| 0:00.0 | One of my secret agendas with radical personal finance is to expose the world of |
| 0:10.3 | financial advice to the light and see what stands up and what doesn't. Now it |
| 0:17.7 | can be bad where we can point out some of the problems in the Financial |
| 0:20.5 | Advisor world or as in today's show it can be pretty cool. |
| 0:23.7 | Today we get a chance to talk with Patrick Wren a long tenured financial advisor |
| 0:30.3 | and we're going to talk about what it means to find your money's greater purpose and most |
| 0:36.3 | importantly or I guess most interestingly not most importantly but very |
| 0:40.8 | interestingly we're going to talk about some specific tools |
| 0:43.8 | and strategies that you can use to leverage the power of your money to increase your |
| 0:50.7 | charitable contributions, |
| 0:53.1 | the money that goes to your errors. |
| 0:55.8 | And you know, the only person that gets |
| 0:57.4 | shorted on this deal, the IRS. |
| 1:01.6 | Not about you, but I'm pretty cool with that. Welcome to the Radical Personal Finance Podcast. My name is Joshua Sheets and I'm your host. |
| 1:24.4 | Thank you for being with me today. |
| 1:25.8 | This is a show where we're all about living a rich life now |
| 1:28.1 | and building a plan for a financial freedom in 10 years or less. |
| 1:31.0 | But hey, guess what? You know what happens? If you do a good job of living |
| 1:35.7 | a rich life now and you become financially free, most likely you're going to wind up with way |
| 1:42.1 | more money than you can spend. So what do you do then? |
| 1:51.8 | My guest today is a man named Patrick Wren. Patrick is a 69 year old financial advisor. |
| 1:57.0 | He's been a financial advisor for over 35 years and the way we got connected here was his publicist has contacted me and this is a regular |
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