Tag: Charitable Giving
Navigating the Waters of Required Minimum Distributions (RMDs) with Dylan Stewart (Ep. 24)

Navigating the Waters of Required Minimum Distributions (RMDs) with Dylan Stewart (Ep. 24)

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Need clarity around required minimum distributions (RMDs) and their impact on your retirement cash flow?

This week, Jim Kruzan, CFP®, CRPC®, is joined by Dylan Stewart, CFP®, CPA, Wealth Advisor at Kaydan Wealth Management, to unpack the intricacies of RMDs and their critical role in retirement planning.

Learn about the mechanics, tax planning aspects, long-term financial strategies, and implications of RMDs and how they can influence your financial landscape. 

Whether you’re approaching retirement or are already navigating your golden years, this conversation is packed with knowledge to steer you clear of making common mistakes!

Jim and Dylan discuss: 

  • What are RMDs, and who do they impact
  • Common problems or mistakes people make with RMDs
  • Strategies for managing RMDs to alleviate potential tax burdens
  • The impact of RMDs on Social Security and Medicare premiums
  • The mechanics of calculating RMDs and how it can change over time
  • Innovative ways to utilize RMDs for charitable giving, education funding, or as a strategic legacy plan
  • And more!

Resources:

Connect with Jim Kruzan: 

Connect with Dylan Stewart:

About our Guest: 

Dylan Stewart, CFP®, CPA, serves as a Wealth Advisor at Kaydan Wealth Management, offering comprehensive wealth management and guiding clients through the Evolutionary Wealth Process. As a member of the Investment Policy Committee and collaborator with Senior Wealth Advisors, he plays a pivotal role in shaping and maintaining client financial strategies.

“I love helping clients feel safe and secure by helping them achieve their financial goals and dreams.”

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Integrating Charitable Giving Into Your Retirement Plan (Ep. 19)

Integrating Charitable Giving Into Your Retirement Plan (Ep. 19)

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Charitable giving not only feels good and leaves a positive impact on the world, but it can also provide financial advantages for retirees.

In this episode, Jim Kruzan, CFP®, CRPC®, uncovers multiple strategies to weave charitable giving into your retirement and estate planning. Whether you want to maximize your tax benefits or leave a lasting legacy, get ready to learn how to make the most of your contributions and amplify your impact.

Jim discusses:

  • Biggest motivations to integrate charitable giving into retirement planning
  • Commonly used giving strategies (charitable remainder trusts, donor-advised funds, qualified charitable distributions, and more)
  • Ways to create a consistent income stream for yourself while giving to charity
  • The importance of philanthropic due diligence
  • Implications of gifting assets or stocks instead of cash
  • And more

Resources:

Connect with Jim Kruzan: 

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

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

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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.

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