Monthly Archives: December 2020

90 – Charitable Giving Strategies Using Non Cash Assets

Tis the season for giving, so what better way to celebrate the giving spirit of Christmas than to learn how to give better and more efficiently. In this podcast, Bob covers the most efficient ways to give using the other 90% of what’s in non-cash assets. He is joined by a charitable giving expert, Ryan Assunto of the National Christian Foundation, to talk about giving more efficiently.

89 – Traits to Look for in a Financial Advisor

With so many important factors that our finances play into, isn’t it just as important to find a financial advisor that has your best interests in mind in order to help you obtain all your financial financial goals? In this episode, Bob and Bailey cover many of the traits you should look for when choosing a financial advisor, especially the importance of choosing a fiduciary, fee based advisor over a commissioned based advisor with a potential conflict of interest.