How Should You Donate Using Investment Accounts?
Money Guy Show
Brian Preston, CPA, CFP®, PFS and Bo Hanson, CFA, CFP® | Fee-Only Fiduciary Advisors
4.7 • 3.1K Ratings
🗓️ 23 January 2023
⏱️ 36 minutes
🧾️ Download transcript
Summary
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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