Mailbag Question:

“I’d like to give more Money to a couple different charities this year, but my tax person said it wouldn’t help my taxes.  Is there a way I can make a gift that reduces my taxes?”

Intro:

“There are a ton of different ways to give to charity, but not all of them will help you on your taxes.  This week we cover a listener question about tax efficient charitable giving, and when it will or will not help you.”

Resources:

Donor-Advised Funds (DAFs): What They Are and How They Work

nerdwallet.com/article/taxes/donor-advised-funds

Qualified Charitable Distributions (QCDs)

fidelity.com/building-savings/learn-about-iras/required-minimum-distributions/qcds

The New Etiquette of Negotiating With Your Real-Estate Agent

wsj.com/personal-finance/the-new-etiquette-of-negotiating-with-your-real-estate-agent-1ff585c7

Most Recent Episodes

December 4, 2024

Ep #252 – What Does Another Trump Administration Mean for the Economy, Inflation, and the Markets?

A lot has happened in the markets over the last few weeks. In this episode we cover what’s new in the stock, bond, and Crypto markets since the election, and to should expect from the Trump...

Listen · 34:47

November 6, 2024

Ep #251 – We’re Concerned About Federal Spending. Does That Mean We Should Avoid U.S. Stocks?

This week on the show we field a listener question about whether their concern about government spending should be reflected in their investment portfolio.  We also review an article about market...

Listen · 33:27

October 2, 2024

Ep #250 – Should I Roll My 401k Into an IRA?

Most Americans have at least some of their Retirement savings sitting in workplace retirement plans like 401ks, 403bs, SEP-IRAs and the like.  And when you leave a job, due to a retirement...

Listen · 50:38

Load More Episodes

Grant Bledsoe Financial Planner to Business Owners

I'm a financial planner to business owners, and the founder of Three Oaks Wealth. Our firm helps business owners align their business interests with their personal finances, often including the exit or sale of equity holdings.

I hold several professional credentials, including the CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst, and Certified Exit Planning Advisor designations.