Donor Advised Funds are a great way to receive a tax advantage, while also being able to give to your favorite charities. On this episode of Upticks, Jake tells us how Donor Advised Funds work, who should use Donor Advised Funds, and how Falcon Wealth Advisors helps our clients take advantage of this opportunity.

Upticks is a show/podcast sponsored by Falcon Wealth Advisors and hosted by Jake Falcon, CRPC that is dedicated to retirement planning. Our goal is to translate complicated financial jargon about planning and investments into an understandable language that most anyone can understand.

Falcon Wealth Advisors is an independent-minded wealth management practice located in the Kansas City metro. Our team of 11 professionals specializes in retirement planning for individuals. We help our clients make important decisions around when to retire, social security, health insurance, tax planning, and many other financial planning topics.

In addition to helping our clients plan for a successful retirement we also implement investments solutions. We believe that what sets us apart is our philosophy to avoid investment products and instead buy/sell individual stocks, bonds, and options for our clients. We do this to eliminate the middle man which we believe increases control and transparency, and decreases fees.

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Donor Advised Funds (Ep. 112)

Upticks: A Financial Planning & Investment Podcast