Month: November 2023

Warm Hearts & One Warm Coat with Beth Amodio (Ep. 18)

Warm Hearts & One Warm Coat with Beth Amodio (Ep. 18)

Are you passionate about making a difference?

In light of Giving Tuesday and our 10th annual One Warm Coat Drive, we are taking a break from financial topics to discuss how to create a positive impact on people’s lives!

In this heartwarming episode, Jim Kruzan, CFP®, CRPC®, is joined by Beth Amodio, president and CEO of One Warm Coat. They shed light on the importance of charitable giving, the joy it brings, and how One Warm Coat is driving nationwide impact — sharing warmth one coat at a time.

Beth discusses:

  • How One Warm Coat’s inspiring mission has led to 50,000 coat drives and 8 million coats distributed across 50 states
  • Creative coat drive ideas that have emerged post-Covid 19
  • Underrated benefits of operating a “cloud-based” nonprofit organization
  • One Warm Coat’s contribution to a green future with the Zero Waste Initiative
  • Kaydan Wealth Management’s commitment to sharing warmth
  • And more

Resources:

Connect with One Warm Coat:

Connect with Jim Kruzan: 

About Our Guest:

Beth Amodio has been interviewed by the New York Times, the Wall Street Journal, USA Today, the Weather Channel, and Martha Stewart Living. She has been a featured guest on multiple podcasts including Giving Connected, Non-Profit Minute, Madness Café, and The Impact Collective.

Since 2018, Beth has served as President & CEO of One Warm Coat, a national nonprofit that provides free coats to children and adults in need while promoting volunteerism and environmental sustainability. Founded in 1992, One Warm Coat has facilitated the collection and distribution of 8 million coats to people in need across all 50 states, while keeping over 19 million pounds of textiles out of landfills. As a virtual nonprofit with no physical headquarters, employees and Board Members reside in and represent all regions of the country. In part due to its unique operating model, One Warm Coat achieved 100 out of 100 points from Charity Navigator, GuideStar Platinum Medals each year, and has been named one of 2023’s Top Nonprofits by Great Nonprofits.

Milestone Moments: Navigating 7 Key Ages in Retirement Planning (Ep. 17)

Milestone Moments: Navigating 7 Key Ages in Retirement Planning (Ep. 17)

Between 50 and 72, there are significant birthdays that can impact your retirement finances.

These age-based milestones can help you grow your retirement nest egg, avoid financial penalties, withdraw your retirement funds early, and more!

In this episode, Jim Kruzan, CFP®, CRPC®, highlights seven legislative birthdays that every retiree or soon-to-be retiree should circle on their calendars. By the episode’s end, you’ll realize why planning your retirement cash flows is crucial before these milestones creep up on you!

Jim discusses:

  • Benefits of turning 50, including catch-up contributions and early retirement for qualified public safety workers.
  • How to make penalty-free withdrawals at 55 and 59.5 (from eligible plans)
  • The difference between taking Social Security at 62, 70, and anywhere in between 
  • Medicare’s 7-month enrollment window to avoid penalties
  • The impact of Secure Act 2.0 on the required minimum distribution age
  • And more

Resources:

Connect with Jim Kruzan: