Are you wondering how to take advantage of charitable giving deductions on your tax return, make a greater impact with your donations, or weave philanthropy into your family’s legacy? In this Off the Wall discussion, we’re changing things up. Monument’s Emily Harper, CFP® jumps into the hosting seat to interview Jessica L. Gibbs, CFP about all things charitable giving.
[00:50] Introducing Joy Lere & The topic of today’s episode.
[02:22] How our understanding of money early in life impacts our adulthood.
[06:38] At what age do kids start understanding conversations about money?
[08:40] Families develop unspoken rules about finances. How do these shape your financial behaviors?
[10:39] Why is creating and sticking to a wealth plan so hard for me? & How to overcome the lack of motivation and drive to start a wealth plan.
[14:19] A skilled financial advisor understands the psychology of money.
[15:25] The importance of sticking to your values and defining financial well-being for yourself.
[20:09] How to focus on your present financial well-being AND your future wealth, even after financial trauma or feelings of scarcity.
[24:20] How to choose a trustworthy financial advisor.
[31:50] When to listen to (or ignore) your survival instincts when making financial decisions.
[34:01] How to test whether or not your financial advisor has good intentions.