Insights on Wealth Management with Wade Kozak is a web audio series presented in partnership with CKUA. Each short episode covers a topic chosen to help you understand with more clarity the world of finances and investing.
Let Wade’s expertise meet you where you are, whether you have questions or you’re well on the road to retirement. Learn more about investing, estate planning, retirement income, and strategic philanthropy.
In this episode, Wade talks with Grant Stovel about how to include philanthropy in your financial plans. For example, some people set up funds that can distribute donations to various donations and causes.
Stay tuned for the next episode!