Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.
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Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.
Getting More Tax Savings From Your Charitable Giving
The Executive Financial Planning Podcast
30 minutes 49 seconds
7 months ago
Getting More Tax Savings From Your Charitable Giving
Whether you already give to charity or would like to in the future, be sure to listen to guest Dave Haughton as he shares how to optimize your giving strategy, especially when it comes to tax savings.
The Executive Financial Planning Podcast
Matt Daugherty CFP® CRPC® ECA, partner and CEO of Balanced Wealth Group, LLC and guests discuss strategies to maximize executive benefits and tailor your financial plan to achieve balance in life.
