In today's podcast episode I have the good fortune to interview Joe Hancock and Katie Warren who are with HighGround Advisors regarding Donor-Advised funds and charitable giving strategies. We cover a lot of the mechanics of donor advised funds such as how to set one up, how they work, fees...
Published 05/06/24
In today's podcast, Jason interviews Anne Lester about her new book, "Your Best Financial Life: Save Smart Now for the Future You Want."
Anne is a retirement expert, formerly serving as the Head of Retirement Solutions for JPMorgan Asset Management, where she dedicated nearly 30 years of her...
Published 04/24/24