エピソード

  • Book Summary on Rich Kid Smart Kid
    2024/10/31

    In this podcast, I summarize a popular book that came out several years ago by author Robert Kiyosaki called Rich Kid Smart Kid. Cover 7 key points and I close with some practical advice from my own experience.

    続きを読む 一部表示
    7 分
  • Annuity Rescue Review
    2024/09/11

    Did you know there have been significant improvements in annuity costs and expenses in the past few years and a new distribution channel has made this possible. Registered Investment Advisor fee only annuity has several advantages discussed in this short podcast. You can reach me at scott@stewardshipmatters.net

    続きを読む 一部表示
    7 分
  • Next Steps For Your Power of Attorney
    2024/07/30
    We address the steps to take in order to get both your "Durable Power of Attorney" and your "Medical Power of Attorney". From choosing your agent to deciding on limitations and getting documents to review and sign and witness and properly store and share with interested parties. I want to encourage you to reach out to me to discuss how you can efficiently and effectively gets these very important legal forms in place. www.stewardshipmatters.net
    続きを読む 一部表示
    7 分
  • VA Benefits- Found Money
    2024/07/17

    In the episode, I share one of the most overlooked governmental benefits available to both our veterans and their surviving spouses. War period active duty at least 90 days of service. Need personal help with lifestyle as we all age. Listen for more on this Improved Pension Benefit aka Aid and Attendance from Veterans Affairs. It could be worth hundreds of thousands of dollars to you and your family. Stewardshipmatters

    続きを読む 一部表示
    7 分
  • Giving Smart By Utilizing A Donor Advised Fund
    2024/06/25

    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.

    続きを読む 一部表示
    6 分
  • The Qualified Charitable Distribution
    2024/06/14
    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.
    続きを読む 一部表示
    5 分
  • Legal Documents Worth Their Weight in Gold- Special Needs Trust
    2024/06/10

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

    続きを読む 一部表示
    7 分
  • Fraud Exist So Be Diligent
    2024/05/20

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

    続きを読む 一部表示
    6 分