“Off the Wall” Podcast

Our podcast is aimed at helping you answer the questions, “What is the purpose of my wealth and how can I make that vision a reality?” As Wealth Managers, we’re skilled at helping our clients think through these challenging, but important, questions. Let’s dive in!

Charitable Giving | Maximize Donations For You and Your Charity of Choice

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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

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