Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
…
continue reading
Content provided by Paul Benson and Guidance Financial Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Benson and Guidance Financial Services 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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Making a Difference: Smart Ways to Support Causes You Care About
Manage episode 489351458 series 2391884
Content provided by Paul Benson and Guidance Financial Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Benson and Guidance Financial Services 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.
A significant portion of the work that we do for clients entails financial modelling to help understand what is possible. Frequently, we arrive at the conclusion that the person’s long term outlook is very secure, and indeed they likely have wealth in excess of requirements.
Most commonly in this circumstance, people start to think about early inheritances, and perhaps spending a little bit more on lifestyle. But another path to be pursued, particularly for those without children, is to think about how you might support causes that you are passionate about.
Charitable giving not only has a profound impact on society but also brings a deep sense of personal fulfillment to those who give.
Our role as financial planners is to ensure that your charitable giving is done in a way that maximises its impact, considering elements such as tax efficiency, and long term sustainability.
Thanks for joining us for another episode of the Financial Autonomy podcast. Let's dive into this week's piece - Making a Difference, Smart Ways to Support Causes You Care About.
393 episodes
Share
Manage episode 489351458 series 2391884
Content provided by Paul Benson and Guidance Financial Services. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paul Benson and Guidance Financial Services 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.
A significant portion of the work that we do for clients entails financial modelling to help understand what is possible. Frequently, we arrive at the conclusion that the person’s long term outlook is very secure, and indeed they likely have wealth in excess of requirements.
Most commonly in this circumstance, people start to think about early inheritances, and perhaps spending a little bit more on lifestyle. But another path to be pursued, particularly for those without children, is to think about how you might support causes that you are passionate about.
Charitable giving not only has a profound impact on society but also brings a deep sense of personal fulfillment to those who give.
Our role as financial planners is to ensure that your charitable giving is done in a way that maximises its impact, considering elements such as tax efficiency, and long term sustainability.
Thanks for joining us for another episode of the Financial Autonomy podcast. Let's dive into this week's piece - Making a Difference, Smart Ways to Support Causes You Care About.
393 episodes
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Similar to Financial Autonomy
Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
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