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311. Smart Charitable Giving Before December 31st
Episode 311
Sunday, 2 November, 2025
In this episode of the A Wiser Retirement® Podcast, Shawna Theriault, CFP®, CPA, CDFA®, and William Medcalf, CFP® discuss how year-end is the perfect time to be strategic with charitable giving. They explore smarter ways to give, instead of just writing a check, to reduce your tax burden. Related Podcast Episodes: Ep 307: Unlocking the Power of Trusts: 10 Different Trusts & How to Use ThemEp 180: How does a Charitable Trust work?Ep 190: Year-End Tax Moves: Planning Ahead for a Stress-Free Tax Season with Jordan Sute Norton, CPARelated Financial Education Videos:What is a charitable remainder trust (CRT)? Reduce Your Taxes and AGI by Giving to Charity Learn More:- About Wiser Wealth Management- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.- Access Our Free Guides: Gain valuable insights on building a financial legacy, the importance of a financial advisor for business owners, post-divorce financial planning, and more! Stay Connected: - Social Media: Facebook | Instagram | LinkedIn | Twitter- A Wiser Retirement® YouTube Channel This podcast was produced by Wiser Wealth Management. Thanks for listening!
