Episodios

  • Giving Smart By Utilizing A Donor Advised Fund
    Jun 25 2024

    In this episode, we discuss the benefits and motivations for using a donor advised fund for your charitable giving. Simplified way to support your favorite charities and provide greater control and flexibility as well as a vehicle to engage your family as well. You have the option to give anonymously or not. Lastly having someone to guide you can be very beneficial, helping you think about more impact and control.

    Más Menos
    6 m
  • The Qualified Charitable Distribution
    Jun 14 2024
    In this episode, we explain what is the QCD and how it benefits donors who qualify? Main thing is it reduces taxable income and avoids other penalties associated with higher income for retirees.
    Más Menos
    5 m
  • Legal Documents Worth Their Weight in Gold- Special Needs Trust
    Jun 10 2024

    Protecting Governmental benefits, managing financial resources, providing for long-term care, reducing financial exploitation and preserving eligibility for legal settlement.

    Más Menos
    7 m
  • Fraud Exist So Be Diligent
    May 20 2024

    Avoiding online fraud is critical in today's digital age. Here is a useful guide with 10 important ways to help keep you safer.

    Más Menos
    6 m
  • What is a Power of Attorney and Why Do We Need Them?
    Apr 12 2024
    What is a power of attorney and why do we need them? Did you know there are four varieties of power of attorney? We address each of these and some practical thinking as you consider updating or creating your own power of attorney. scott@stewardshipmatters.net
    Más Menos
    9 m
  • Sudden Wealth Syndrome and It's Prevention
    Mar 26 2024

    Sudden Wealth Syndrome is a real abnormal condition and we can all get pulled into success hype and get blinded by our optimism. Getting help early and knowing what to do as symptoms occur will increase your success outcomes in sudden wealth. Did you know 90% of lottery winners lose all the money within 5 years? Learn how to avoid such failure. www.stewardshipmatters.net

    Más Menos
    10 m
  • Estate Settlement Process Simplified
    Feb 9 2024
    Here I explain the benefits of the #1 estate settlement tool in the United States. Why it is useful to leverage time, knowledge and resources to move you and your family to faster and more effective estate closure. Even if you hire an estate professional to help you this tool has value. Learn more over the next few minutes. In the link below you can learn more and access the basics for free and the premium version is only one time costs $175 and using my link will get you a 15% discount as well. https://partners.weareatticus.com/stewardship-matters or stewardshipmatters.net then click on "estate settlement" tab
    Más Menos
    9 m
  • Life Settlements
    Jan 24 2024

    What is a life settlement? A life settlement is the sale of an existing life insurance policy for more than the policy's cash value but less than the death benefit. Learn how this unique topic could benefit you or those you care about.

    stewardshipmatters

    Más Menos
    4 m