The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley

"Its not how much we give but how much love we put into giving."-- Mother Teresa

DEFINITION of 'Charitable Donation'

A gift made by an individual or an organization to a nonprofit organization, charity or private foundation. Charitable donations are commonly in the form of cash, but can also take the form of real estate, motor vehicles, appreciated securities, clothing and other assets or services.


We were joined today by Jeff Gerold who is a Vice President and Charitable Planning Consultant with Fidelity Charitable.


Jeff Geroldis a vice president and charitable planning consultant for Fidelity Charitable®, an independent public charity with a donor-advised fund program.


In his current role, Mr. Gerold is a resource on charitable planning for advisors and their clients in Texas, Oklahoma, Arkansas and Louisiana. He helps advisors understand and stay abreast of charitable planning strategies and ways to incorporate charitable giving into overall financial and wealth management plans.


Prior to joining Fidelity Charitable in 2007, Mr. Gerold spent three years at Fidelity Investments Life Insurance Company. He began his career at Fidelity Investments in 1998.


Mr. Gerold is a graduate of the University of North Texas and a Certified Financial Planner® (CFP). He has participated in charity events sponsored by A Little Helping Hand, a nonprofit organization working to better children’s lives.


About Fidelity Charitable


Fidelity Charitable is an independent public charity that has helped donors support more than 190,000 nonprofit organizations with nearly $19 billion in grants. Established in 1991, Fidelity Charitable launched the first national donor-advised fund program. The mission of the organization is to further the American tradition of philanthropy by providing programs that make charitable giving simple and effective. For more information about Fidelity Charitable, visit http://www.fidelitycharitable.org.

 

Personal Finance Cheat Sheet Article:

http://www.cheatsheet.com/personal-finance/how-schools-can-improve-their-personal-finance-education.html/

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/view/id/moneymatters

or

www.moneymatterspodcast.com

‪#‎kpft‬

Direct download: Money_Matters_4-23-15.mp3
Category:Charitable Giving -- posted at: 7:26am PST
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"The most important thing is getting clarity about the big picture so you can cope with the unexpected. Maybe you’ll lose the job you thought was secure; you’ll take a financial risk that doesn’t pan out; you’ll have twins when you were only budgeting for one. In other words: Life will happen." Carl Richards

Today we were joined by the author of the new book The One Page Financial Plan, Carl Richards.

Carl Richards is a CERTIFIED FINANCIAL PLANNER™ and the director of investor education for the BAM ALLIANCE, a community of over 130 independent wealth management firms throughout the United States. He is the creator of the weekly Sketch Guy column in the The New York Times, and is a columnist for Morningstar Advisor. Carl has also been featured on Marketplace Money, The Leonard Lopate Show, Oprah.com and Forbes.com. In addition, Carl has become a frequent keynote speaker at financial planning conferences and visual learning events around the world.

Through his simple sketches, Carl makes complex financial concepts easy to understand. His sketches also serve as the foundation for his first book, The Behavior Gap: Simple Ways to Stop Doing Dumb Things with Money (Portfolio/Penguin). Carl's art appeared in a solo show at the Kimball Art Center, in Park City, Utah. Other showings include The Parson's Gallery in New York, The Shultz Museum, and an exhibit at the Mansion House in London. His commissioned work is on display in businesses and educational institutions across the country. He lives with his family in Park City, Utah.

We were also joined by Suzanne Edwards from the Houston Business Journal for our monthly check in on the local Houston business news. Suzanne discussed the oil market, mergers and acquisitions and roboinvesting.

 

The One-Page Financial Plan

 

You can find out more about Carl Richards  by visiting the website at:

www.thebehaviorgap.com

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/view/id/moneymatters

or

www.moneymatterspodcast.com

‪#‎kpft‬

#behaviorgap

@hbjsuzanne

Direct download: Money_Matters_4-19-15.mp3
Category:general -- posted at: 2:33pm PST
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We have all heard about the enviormental benefits of building green. How does building green translate into hard dollars? What is the economic impact of building green?

We were joined today by Mike Collignon Executive Director and Co-Founder.

Mike engages in national and state-level advocacy, co-produces quarterly research reports, and publishes a bi-monthly e-newsletter, a monthly member publication and a monthly feature in Green Builder® Magazine. He has presented at RESNET, the Pacific Coast Builders Conference and the Sustainable Disaster Recovery Conference. Mike has also delivered testimony at the IECC and IgCC final action hearings.

A former Market Manager of Residential for the Portland Cement Association (PCA), he supervised the $1.2 million residential co-op advertising program for regional and local promoters, delivered 10 guest lectures between Cal State University at San Luis Obispo, Cal State University at Chico and Middle Tennessee State University, and managed the 10,000+ sq. ft. Concrete Pavilion, the cement and concrete industry’s marquis annual presence at the Builders’ Show.

Mike received a Bachelor’s degree in Marketing with a minor in Advertising from Drake University.

You can find out more about The Green Builder Coalition by visiting the website at:

...

www.greenbuildercoalition.com  

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/view/id/moneymatters

or

www.moneymatterspodcast.com

‪#‎kpft‬

‪#‎gbcoalition

Direct download: mm_4-10-15.mp3
Category:Financial Literacy -- posted at: 1:15pm PST
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April is here and many of us are done with taxes. Now what? April is also Financial Literacy month and celebrated locally as Houston Money Week. Houston Money Week is a financial education initiative for people of all ages. FREE workshops are scheduled from April 11 - April 18, 2015.

 

We were joined today by Houston Money Week Partner Ogadi Fields

 

 

You can find out more about Houston Money Week  by visiting the website at:

www.houstonmoneyweek.org

 

 

You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at:

http://directory.libsyn.com/shows/view/id/moneymatters

or

www.moneymatterspodcast.com

‪#‎kpft 

#

Direct download: mm_4-3-15.mp3_mix.mp3
Category:Financial Literacy -- posted at: 2:03pm PST
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