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Konten disediakan oleh Creative Planning, Peter Mallouk, and Jonathan Clements. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Creative Planning, Peter Mallouk, and Jonathan Clements atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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A Game Plan for Giving

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Manage episode 431655107 series 2564797
Konten disediakan oleh Creative Planning, Peter Mallouk, and Jonathan Clements. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Creative Planning, Peter Mallouk, and Jonathan Clements atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Gifting and charitable giving are great ways to make an impact. But how should you determine which people and causes to support? This month, Peter and Jonathan discuss how to become intentional about your giving. Plus, learn the benefits of establishing a donor-advised fund and why you might consider funding a Roth IRA for your teen.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/

Have questions or topic suggestions?
Email us @ podcasts@creativeplanning.com

  continue reading

67 episode

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A Game Plan for Giving

Down the Middle

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iconBagikan
 
Manage episode 431655107 series 2564797
Konten disediakan oleh Creative Planning, Peter Mallouk, and Jonathan Clements. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Creative Planning, Peter Mallouk, and Jonathan Clements atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

Gifting and charitable giving are great ways to make an impact. But how should you determine which people and causes to support? This month, Peter and Jonathan discuss how to become intentional about your giving. Plus, learn the benefits of establishing a donor-advised fund and why you might consider funding a Roth IRA for your teen.

Hosted by Creative Planning’s Director of Financial Education, Jonathan Clements, and President, Peter Mallouk, this podcast takes a closer look into topics that affect investors. Included are in-depth discussions on financial planning issues, the economy and the markets. Plus, you won’t want to miss each of their monthly tips!

Important Legal Disclosure:
creativeplanning.com/important-disclosure-information/

Have questions or topic suggestions?
Email us @ podcasts@creativeplanning.com

  continue reading

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