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Money Guy Show

How Should You Donate Using Investment Accounts?

Money Guy Show

Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors

Investing, Education, Business

4.73.1K Ratings

🗓️ 23 January 2023

⏱️ 36 minutes

🧾️ Download transcript

Summary

What are some ways to donate to organizations through your different invested assets? We'll walk you through that question and more in today's Q&A episode! Watch more exclusive content only on YouTube! Visit our website - Get our FREE financial resources - Check out our course, Know Your Number! - Sign up for our Financial Order of Operations course - Get easy to understand answers to your financial questions Follow us on social media! -Instagram -Twitter -Facebook -TikTok Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0

It's Brian Preston, the money guy, restoring order to your financial chaos, retirement,

0:07.0

investing, taxes.

0:09.0

You've got financial questions, he's got financial answers.

0:12.6

It's Brian Preston, the money guy.

0:16.0

Josh has a question.

0:17.6

He says, can you guys talk about ways to give charitably using your invested assets?

0:23.6

Love it.

0:24.6

I know that Brian loves this one.

0:26.8

This is huge.

0:27.8

This is like next level financial mutant graduate work.

0:32.9

We think that if you go check out the financial order of operations course, if you've got

0:37.1

to learn not money guy.com and you actually work through the course, you'll know one of

0:41.0

our ground rules, one of the things that really means a lot to us and we see it commentrate

0:45.8

through a lot of financial mutants is generosity, figuring out how to share not only my knowledge

0:51.7

and my time and my resources, but basically share myself with those around me to make

0:55.4

the world a better place.

0:57.0

That's sort of a ground rule.

0:58.1

That's a step zero of the financial order of operations.

1:01.8

So we love to see that.

1:02.8

We love to see people do that, but we also want to make sure that we're equipping and

1:07.0

educating people to do it in the most tax efficient manner possible.

1:11.1

And one of the biggest light bulbs, Brian, I think that we see when we're talking to

...

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