The Physician's Guide To Financial Wellness

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5 Strategies for Tax-Efficient Charitable Giving

While we never recommend donating to charity solely for tax purposes, if you’re giving to charity anyway, why not maximize the tax benefit of your donations? In this episode, we share five different strategies for donating to charity in a tax-efficient manner. These include donating appreciated investments rather than cash, “bunching” your gifts, using a donor-advised fund, making qualified charitable distributions, and even starting your own non-profit. What you choose to do with the tax savings is up to you, even if that’s turning around and donating the money to your favorite organization!  Resources & People Mentioned Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician Download our guide: The Financial Checkup Connect With Trent and Andrew https://mdwmllc.com  Follow on LinkedIn Follow on Facebook Subscribe to The Physician’s Guide To Financial Wellness on Apple Podcast, Spotify, and Google Podcast

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  Higher Interest Rates - Opportunities and Implications

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  Why We Love Health Savings Accounts

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  5 Common Investment Mistakes (And How to Avoid Them)

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  Breaking Down Health Insurance

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  Life Insurance - How Your Need Evolves Over Time

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  Where to Save Once You’ve Maxed Out Your Retirement Accounts

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  7 Ways to Save Over $7,000

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  10 Things to Do if You’re Within 10 Years of Retirement

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  How to View Investment Performance

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  Should I Buy or Lease My Car?

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  Year-End Financial Planning Checklist

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  A Four-Step Process to Save for Any Goal

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  How to Manage Your Retirement Paycheck During a Market Decline

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  The Pros and Cons of Target Date Funds

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  Making Sense of Your Retirement Projections

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  Having a Plan for Long-Term Care