PODCASTS

THE CORDANT WEALTH FINANCIAL CLARITY BREAK

Episode 9

PODCAST EPISODE 9:

Incorporating philanthropy into your finances isn’t a requirement, but it is fulfilling and easily achievable if you happen to be charitably inclined. Today’s guest, Bill Hawke, has been a financial planner for over 38 years and actively encourages practicing philanthropy. Bill shares his top strategies to get involved in giving and how to incorporate philanthropy into your family practices. To learn more about how you can charitably give and still live according to your goals tune into this episode of Your Best Financial Life.

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Show Highlights:

  • What Bill does and how he fell into his career
  • What a donor advised fund is and how it works
  • Instilling philanthropic ideals from childhood
  • Making incremental contributions over time
  • Transitioning from running a boys’ home to becoming a financial planner
  • Helping others find satisfaction and happiness in their lives
  • Reconciling different aspects of life to fulfill all of your goals
  • Getting people involved in giving by asking the right questions
  • Helping charitably inclined people contribute to giving within in their comfortability
  • Why a beneficiary can be a good beneficial option
  • Top strategies that are put into place with new clients
  • Strategies that get overlooked but can be impactful
  • Sources that have positively influenced Bill

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