S6EP2: Strategies for Charitable Giving - podcast episode cover

S6EP2: Strategies for Charitable Giving

Dec 27, 202247 min
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Episode description

In the spirit of the season, Cheryl Red of Be Incredible Coaching joins us to share some strategic ways investors can maximize their charitable giving by the end of the year or start their planning for 2023 and beyond.  In our conversation, she shares tips about when to give, where to give, and what to give. If you’d like to learn more, please be sure to visit Chery’s website and blog (links below).

As always, we encourage all our listeners to be a part of our podcast. Please ask questions, make comments, and offer content suggestions for future shows. To participate, please send an e-mail to victor@resilientplanning.com.  We also encourage you to find us on Facebook and Instagram and connect with our team on LinkedIn.

Episode Links:

  • Visit the Be Incredible Website
  • Visit the Be Incredible Blog with resources/charts mentioned in the show
  • Schedule a Chat with our team


Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Investment advisory services offered through Cambridge Investment Research Advisors, a Registered Investment Advisor. Resilient Wealth Planning and Cambridge Investment Research, Inc., are not affiliated companies. 

Discussions in this show should not be construed as specific recommendation or investment advice. Always consult with your investment professional before making important investment decisions

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