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Aug 22
Estate Planning, Charitable Giving, and Financial Hot Takes (SB1725)
If you’ve ever wondered whether you should pass on your money now or make your heirs wait for the “big reveal” (cue the dramatic reading of your will), this is your episode. Joe Saul-Sehy, OG, and Neighbor Doug welcome Paula Pant from Afford Anything and Jesse Cramer from Persona ... Show More
1h 1m
Aug 20
Donor Advised Funds 101 (with Adam Nash) SB1724
What if there were a way to make charitable giving easier, more strategic, and—dare we say—more satisfying? In this episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Len Penzo welcome Adam Nash, founder and CEO of Daffy, to demystify donor-advised funds. Whether you’ ... Show More
1h 15m
Aug 18
3 Questions You're Dying To Know about Estate Planning (with attorney Tim Semro) SB1723
Estate planning might not sound like the most thrilling topic—but skipping it can create a real mess for the people you care about most. In this episode of The Stacking Benjamins Show, Joe Saul-Sehy, OG, and Neighbor Doug sit down with attorney Tim Semro to cut through the noise ... Show More
1h 1m