In a special holiday edition (that’s beneficial any time of the year), Kellen Williams, CERTIFIED FINANCIAL PLANNER™ and Principal at Financial Harvest Wealth Advisors, hosts Episode 23 of the Plant. Harvest. Prosper. Podcast.
Kellen’s goal in every episode is to inspire listeners to make wise money decisions and live their lives peacefully and purposefully toward prosperity.
Regardless of your age, income, or financial means, Plant. Harvest. Prosper. has a meaningful message for you. We continuously challenge you to find what living a life of significance looks like to you and then determine how you will use your wealth to achieve your goal of significance.
When do you put up your holiday decorations?
The joke/not joke at the Williams household is that we exercise great self-control and do not put up our Christmas decorations until one minute past midnight on November 1 each year.
The Season of Giving
Let’s hope we all strive to make generosity a priority throughout the year. But for many people, giving takes on a special magnitude during the holidays and as the tax year comes to a close.
We’re also thrilled to share that we’ve helped facilitate over $1 Million in strategic charitable giving by our clients during 2023, as they have supported various charities and causes across the U.S.
Be sure to listen as Financial Harvest Wealth Advisor founder and CEO David Witter shares strategies for charitable giving. You’ll come to understand why we say, “Friends don’t let friends give cash to charity.”
Listen to Learn
- Can charitable deductions help offset or avoid capital gains?
- How can I take advantage of tax breaks on my donations if I do not itemize deductions?
- What is a qualified charitable deduction?
- Can I donate from my IRA and why would I consider doing this?
Plant. Harvest. Prosper. Bring it Home
Kellen wraps up the ten-minute, info-rich podcast with a checklist that includes these additional strategies:
- The power of assessing your giving budget. (Learn why)
- Tracking your donations. Records matter.
- How to put an investment brokerage account in a globally diversified portfolio to work as part of your giving strategy and the significance of the timeline of one year and one day.
- What to do when you are able to give more generously in some years than others.
- The strategy behind a family dynasty giving account.
- The importance of a second opinion.
- The charitable magic that happens when you get to be 70.5 years old.
And as Kellen reminds us, “just keep planting, harvesting, and let’s prosper together.”
Listen to Plant. Harvest. Prosper. anytime or any place with the audio-only version of the podcast that you’ll find on all the most popular podcast platforms, including iHeartRadio, Spotify, Apple Podcasts, Google Podcasts, Stitcher, and more.
