WCI #296: Charitable Giving and Bonds
White Coat Investor Podcast
Dr. Jim Dahle of the White Coat Investor
4.8 • 2.4K Ratings
🗓️ 5 January 2023
⏱️ 70 minutes
🧾️ Download transcript
Summary
Today Dr. Dahle and Dr. Spath answer your questions about Charitable giving. They get into the details of charitable gift annuities, what level of transparency churches are required to have in regards to donations, answer if it is better to donate appreciated stock for charity or to use it to offset capital losses, as well as share their favorite ways to donate. After all of that they tackle an array of questions about bonds.
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Transcript
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| 0:00.0 | This is the White Code Investor Podcast, where we help those who wear the White Code get a fair shake on Wall Street. |
| 0:05.3 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. |
| 0:14.9 | Hello, and welcome to another White Code Investor Podcast. |
| 0:18.4 | I'm your host, Dr. Dasha Stath, and I'm here with Dr. Jim Daly. Hey, Jim, how are you today? |
| 0:23.5 | Doing great. It's always great to be here. |
| 0:25.7 | Yes, sir, we're going to be talking about some charitable giving and bonds. But first, this episode is sponsored by LocomStory.com. |
| 0:34.2 | If you're considering Locom tenants either full time or on the side, you probably have a question or two, or 20. |
| 0:40.6 | Fortunately, LocomStory.com has the answers you need. It's packed with unbiased information and advice firm positions like you. |
| 0:48.7 | LocomStory.com has nothing to sell. It's simply a resource for information. |
| 0:53.7 | You'll find super handy tools that let you see Locom's trends for your specialties, compare different Locom's agencies, |
| 1:00.7 | and there's even a quiz to help you decide if Locom's is right for you. |
| 1:04.7 | LocomStory.com is the perfect place to start if you want to learn more about Locom's. |
| 1:09.7 | Thank you, let's listen to what you do. What you do is not easy. Healthcare is a train ride right now. |
| 1:16.7 | Thank you for being there for us. Thank you for being there for all of your patients, and thank you for all that you do. |
| 1:22.7 | I bet most people are like me. You're dealing with the triple virus threat right now between RSV and FluA and COVID. |
| 1:31.7 | That's pretty much I walk in. They say all my muscles hurt Doc. I tell them they have FluA and about 95% of the time I'm right. |
| 1:39.7 | Yeah, and we're seeing, like, we're getting in primary care, a lot of calls after calls, after hours for patients that think they have COVID, |
| 1:47.7 | but it could be a bazillion other viruses. They could be testing positive for COVID and or have multiple viruses. |
| 1:53.7 | It's just it's kind of nuts and the kids are really taking a brunt of it this time, which is really sad. |
| 1:59.7 | A really nice side effect of the whole let's stay home, let's stay six feet away from each other. |
| 2:05.7 | Let's wear masks. Let's wash our hands thing the last few years has been much less flu in RSV. Well, it's back. |
| 2:12.7 | It's important. There's still important pathogens in our lives. It turns out so. |
... |
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