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In this episode, Ed and James are joined by Charitable Giving expert, Parissa Zargar, a Charitable Planning Consultant & Digital Regional Director for Fidelity Charitable®. Ed, James, and Parissa discuss the benefits of using a Donor Advised Fund (DAF) for charitable giving purposes, and some common strategies that these funds are often used for.
Parissa explains what a DAF is along with the pros & cons, common strategies, and when a Donor Advised Fund makes sense for you. You will learn how to take advantage of additional benefits when it comes to Charitable Giving and how you can use these strategies to put yourself in a better position going forward.
Please join us for our first ever video podcast where we will take a deep dive into a key aspect of financial planning: 401(k)s....
In this insightful conversation between Ed and James, they delve into the topic of transitioning to retirement. Ed and James explore a range of...
Cryptocurrency. You’ve heard about it, maybe you even own some, but…what is it? In today’s episode we are joined by special guest Tom Aagaard...