Should You Get a Charitable Trust?

Published: Dec. 29, 2022, 10 a.m.

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You may have heard of a donor-advised fund, but is that really what you should have as a part of your financial plan? Brian talks about another option you might want to know about: charitable trusts. He shares more about the different types of charitable trusts and why you might want to consider them. Then, he plays \\u201cfact or fiction\\u201d about these financial ideas and decisions.

Here\\u2019s what you\\u2019ll learn about on today\\u2019s show:\\xa0

  • The benefits of charitable trusts vs. donor-advised funds. (0:12)
  • Fact or fiction: the media can be your biggest enemy. (10:28)
  • Fact or fiction: Emotions are rarely your friend when making financial decisions. (11:15)
  • Fact or fiction: The market always moves in cycles. (13:03)
  • Fact or fiction: You probably aren\\u2019t as risk-tolerant as you think. (14:34)

Get Additional Information:\\xa0https://financialplanningva.com/podcast/

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