Episodes

  • Book Summary on Rich Kid Smart Kid
    Oct 31 2024

    In this podcast, I summarize a popular book that came out several years ago by author Robert Kiyosaki called Rich Kid Smart Kid. Cover 7 key points and I close with some practical advice from my own experience.

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    7 mins
  • Annuity Rescue Review
    Sep 11 2024

    Did you know there have been significant improvements in annuity costs and expenses in the past few years and a new distribution channel has made this possible. Registered Investment Advisor fee only annuity has several advantages discussed in this short podcast. You can reach me at scott@stewardshipmatters.net

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    7 mins
  • Next Steps For Your Power of Attorney
    Jul 30 2024
    We address the steps to take in order to get both your "Durable Power of Attorney" and your "Medical Power of Attorney". From choosing your agent to deciding on limitations and getting documents to review and sign and witness and properly store and share with interested parties. I want to encourage you to reach out to me to discuss how you can efficiently and effectively gets these very important legal forms in place. www.stewardshipmatters.net
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    7 mins
  • VA Benefits- Found Money
    Jul 17 2024

    In the episode, I share one of the most overlooked governmental benefits available to both our veterans and their surviving spouses. War period active duty at least 90 days of service. Need personal help with lifestyle as we all age. Listen for more on this Improved Pension Benefit aka Aid and Attendance from Veterans Affairs. It could be worth hundreds of thousands of dollars to you and your family. Stewardshipmatters

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    7 mins
  • Giving Smart By Utilizing A Donor Advised Fund
    Jun 25 2024

    In this episode, we discuss the benefits and motivations for using a donor advised fund for your charitable giving. Simplified way to support your favorite charities and provide greater control and flexibility as well as a vehicle to engage your family as well. You have the option to give anonymously or not. Lastly having someone to guide you can be very beneficial, helping you think about more impact and control.

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    6 mins
  • The Qualified Charitable Distribution
    Jun 14 2024
    In this episode, we explain what is the QCD and how it benefits donors who qualify? Main thing is it reduces taxable income and avoids other penalties associated with higher income for retirees.
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    5 mins
  • Legal Documents Worth Their Weight in Gold- Special Needs Trust
    Jun 10 2024

    Protecting Governmental benefits, managing financial resources, providing for long-term care, reducing financial exploitation and preserving eligibility for legal settlement.

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    7 mins
  • Fraud Exist So Be Diligent
    May 20 2024

    Avoiding online fraud is critical in today's digital age. Here is a useful guide with 10 important ways to help keep you safer.

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    6 mins