It’s time for another quarterly market update from the Monument Wealth Management team! In this episode of Off the Wall, our lovely co-host Jessica Gibbs has returned from maternity leave. Please help us give her a warm welcome back! For this mid-year review, Jessica and co-host David B. Armstrong are joined by Erin Hay and Nate Tonsager from Monument’s Portfolio Management team.
Looking to make a charitable impact AND save on taxes? Jessica Gibbs, CFP(R) discusses how to maximize the benefits of charitable giving, both for your personal finances and your charity of choice. Jessica shares her suggestions on how to define your charitable goals, and planning opportunities and solutions to consider that may help lower your taxes.
Listen to the end where she and Dave talk about the importance of funding general operations and how charitable giving can be a way to ease into bigger conversations with your kids about family wealth.
Learn more about Monument Wealth Management at: www.monumentwealthmanagement.com
Are you looking for clarity, conviction and unfiltered advice about your wealth?
You’ve come to the right place.
Please see important podcast disclosure information at https://monumentwealthmanagement.com/disclosures.
Want to Share?
Use the icons below to share this podcast with a friend, family member, colleague, or client.