Cover art for podcast Your Best Financial Life

Your Best Financial Life

24 EpisodesProduced by Scott MalbasaWebsite

No matter where you are in your career, you probably have some stress in your life that is caused by money. Are you saving enough? Will you be able to retire early? How much will it take to get complete financial freedom? Your Best Financial Life is here to answer all of your questions and bring on … read more

31:05

09: Incorporating Philanthropy Into Your Financial Plan with Bill Hawke

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. 

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 

 

Links: 

Sources Mentioned: 

A Complaint Free World

 

Contact Bill: 

https://cedarbrookfinancial.com

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