Sat, 25 April 2015
"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.
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: 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
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Tue, 21 April 2015
"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. 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.
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 #behaviorgap @hbjsuzanne
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Sat, 11 April 2015
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 #gbcoalition
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Sat, 4 April 2015
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 #
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