Podcast Episodes
Back to Search
Ep. 56 The Safe Money Strategies Most People Never Learn with Kris Miller
Episode 56
What if the financial strategies most people rely on are leaving them more vulnerable than protected? In this episode of Money to Give, Rick Peck sit…
6 months, 4 weeks ago
Ep. 55 Part 2: Why Financial Advisors Must Embrace Charitable Planning with Erinn Andrews
Episode 55
What separates the best financial advisors from everyone else when it comes to charitable planning? In Part 2 of this conversation on Money to Give, …
7 months ago
Ep. 54 Part 1: What Donors And Nonprofits Need To Know Right Now with Erinn Andrews
Episode 54
What happens when charitable giving becomes more complex than most donors and nonprofits are prepared for? In this episode of Money to Give, Rick Pec…
7 months, 1 week ago
Ep. 53 Delaware Statutory Trusts Are Changing Real Estate And Legacy Planning with Ray DeWitt
Episode 53
What if the real estate you already own could unlock greater financial freedom, passive income, and even a more meaningful charitable legacy? In this…
7 months, 2 weeks ago
Ep. 52 Saving The Freedom Frigate: The Hermione’s Mission To Unite France And America with Marc Onetto and Domitille Marchal Lemoine
Episode 52
What does it take to preserve a symbol of freedom, international friendship, and shared history? In this episode of Money to Give, Rick Peck is joine…
7 months, 3 weeks ago
Ep. 51 The New Rules Of Giving: Navigating The One Big Beautiful Bill Act with Jennifer V. Abelaj
Episode 51
What happens when the rules around charitable giving suddenly change — and how can nonprofits, donors, and advisors prepare before it’s too late? In …
7 months, 4 weeks ago
Ep. 50 Part 3: The Power Of Balloon CLATs In Charitable Estate Planning with Randy Fox
Episode 50
What if one of the most powerful charitable planning strategies could help families reduce taxes, support meaningful causes, and transfer wealth to f…
8 months, 1 week ago
Ep. 49 Part 2: How Personal Goodwill Can Transform Charitable Giving with Randy Fox
Episode 49
What if one of the most valuable assets in your business isn’t on the balance sheet at all? In Part 2 of this special series on advanced charitable p…
8 months, 2 weeks ago
Ep. 48 Part 1: Pooled Income Funds Explained: Flexible Charitable Planning Strategies with Randy Fox
Episode 48
What if one of the most powerful charitable planning tools has been sitting quietly in the background for decades? In this episode of Money to Give, …
8 months, 3 weeks ago
Ep. 47 How Global Volunteering Can Transform Communities and Your Perspective with Kimberly Haley-Coleman
Episode 47
What happens when charitable giving becomes more than writing a check — and turns into a life-changing experience? In this episode of Money to Give, …
9 months ago