How to JUICE your TAX SAVINGS even more

Are you unknowingly leaving money on the table with your charitable giving? Join us as we describe tax-saving strategies that maximize your impact while keeping your hard-earned dollars in your pocket. Discover why checks may not always be the best option for gifting and why understanding your chess pieces when it comes to giving is crucial.

Did you know that you can maximize your charitable giving by utilizing your Retirement accounts? We explain the benefits of sending money directly from your Retirement account to a charity and share insights on Qualified Charitable Donations. Learn how charitable giving through RMDs can significantly reduce the amount of taxes you owe. We also dive into the importance of having a financial planner who understands taxes and capital gains to guide you through this often-overlooked process.

Lastly, we tackle estate planning and beneficiaries, exploring the tax implications of splitting money between your kids and charity, as well as the consequences of leaving money to charity through a will. Uncover the potential for tax savings if the money is given to charity outside of a will and why it's essential to understand the people who are helping you with your estate and financial planning. Don't miss this game-changing conversation packed with invaluable insights on how to make the most of your charitable giving!

Thanks to our sponsor, S.E.E.D. Planning Group! S.E.E.D. is a fee-only financial planning firm with a fiduciary obligation to put your best interest first. Schedule your free discovery meeting at www.seedpg.com

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Steve Campbell Podcaster | Business Owner | Husband | Father to Four

Based on lessons learned during the 2008 Financial Crisis and extensive professional experience, Ditch the Suit’s was a response to the panic induced by the COVID-19 Financial Crisis, where a collision of social fear and financial volatility, fueled by the politicization of nearly every issue, seemed to tip the world upside down. With the goal to help people avoid making financially destructive decisions, co-hosts Travis Maus and Steve Campbell produced daily recordings on a wide range of topics, such as staying positive, understanding the financial impact of new legislation, how to take advantage of the stock market when it crashes, blocking out fear-mongering, etc. which eventually gave way to the creation of the Ditch the Suits Podcast.

Ditch the Suits has become more than a podcast – it’s become a movement. Travis and Steve share their experiences and industry insights in order to help you make one good financial decision after another.

Their listeners know they will hear things from us that no one else is willing to tell them!