How W-2 Employees “Do Well By Doing Good”
Mar 15, 2022•30 min•Transcript available on Metacast Episode description
How W-2 Employees “Do Well By Doing Good”
Interview with Bill Lloyd
The last two years have been brutal for nonprofits. Due to the contracted economy and Coronavirus, nonprofits are working harder than ever to raise funds for many worthy causes. By leveraging our unique approach, nonprofits can expand their donor base, create a new market, and increase revenue immediately with minimal expenses, while helping donors enjoy better retirements.
Bill Lloyd: Math teacher. Swim coach. Father. Financial Advisor. Wealth Manager. Tax Strategist. Whistleblower. Entrepreneur. These are all titles that describe Bill Lloyd over his forty-year career from Tulane to the corporate world. In every role he has held, his modus operandi has been to act with integrity and build deep connections with the people he serves.
Raised in a household where your word was your promise and handshakes were given more importance than a contract, it is no surprise that Bill is known as a straight arrow who cares about his customers and the community. In 2008, he discovered a $2.5 Billion math problem which led to blowing the whistle (SEC) and saving the retirements of thousands. “Not on my watch,” became Bill’s refrain as he navigated the consequences of being a whistleblower.
It would be years later when tax laws changed that Bill put on his math thinking cap and came up with a way to help hardworking W2 employees escape to the land of better retirements. Coupled with the pandemic and the challenges facing nonprofits and philanthropy, he launched The Charitable Payraise™ in 2020 to expand the impact individuals can have on their retirement and giving back
Learn more about your ad choices. Visit megaphone.fm/adchoices
