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Content provided by Creative Planning, Peter Mallouk, and Jonathan Clements. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Creative Planning, Peter Mallouk, and Jonathan Clements or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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A Game Plan for Giving

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Manage episode 431655107 series 2564797
Content provided by Creative Planning, Peter Mallouk, and Jonathan Clements. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Creative Planning, Peter Mallouk, and Jonathan Clements or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Gifting and charitable giving are great ways to make an impact. But how should you determine which people and causes to support? This month, Peter and Jonathan discuss how to become intentional about your giving. Plus, learn the benefits of establishing a donor-advised fund and why you might consider funding a Roth IRA for your teen.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/

Have questions or topic suggestions?
Email us @ [email protected]

  continue reading

76 episodes

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A Game Plan for Giving

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Manage episode 431655107 series 2564797
Content provided by Creative Planning, Peter Mallouk, and Jonathan Clements. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Creative Planning, Peter Mallouk, and Jonathan Clements or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Gifting and charitable giving are great ways to make an impact. But how should you determine which people and causes to support? This month, Peter and Jonathan discuss how to become intentional about your giving. Plus, learn the benefits of establishing a donor-advised fund and why you might consider funding a Roth IRA for your teen.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/

Have questions or topic suggestions?
Email us @ [email protected]

  continue reading

76 episodes

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