Stewardship Matters Podcast

Book Summary on Rich Kid Smart Kid

In this podcast, I summarize a popular book that came out several years ago by author Robert Kiyosaki called Rich Kid Smart Kid.  Cover 7 key points and I close with some practical advice from my own experience. 

Annuity Rescue Review

Did you know there have been significant improvements in annuity costs and expenses in the past few years and a new distribution channel has made this possible. Registered Investment Advisor fee only annuity has several advantages discussed in this short podcast. You can reach me at scott@stewardshipmatters.net

Next Steps For Your Power of Attorney

We address the steps to take in order to get both your "Durable Power of Attorney" and your "Medical Power of Attorney".  From choosing your agent to deciding on limitations and getting documents to review and sign and witness and properly store and share with interested parties.   I want to encourage you to reach out to me to discuss how you can efficiently and effectively gets these very important legal forms in place. www.stewardshipmatters.net

VA Benefits- Found Money

In the episode, I share one of the most overlooked governmental benefits available to both our veterans and their surviving spouses. War period active duty at least 90 days of service. Need personal help with lifestyle as we all age. Listen for more on this Improved Pension Benefit aka Aid and Attendance from Veterans Affairs. It could be worth hundreds of thousands of dollars to you and your family. Stewardshipmatters

Giving Smart By Utilizing A Donor Advised Fund

In this episode, we discuss the benefits and motivations for using a donor advised fund for your charitable giving. Simplified way to support your favorite charities and provide greater control and flexibility as well as a vehicle to engage your family as well. You have the option to give anonymously or not. Lastly having someone to guide you can be very beneficial, helping you think about more impact and control.

The Qualified Charitable Distribution

In this episode, we explain what is the QCD and how it benefits donors who qualify? Main thing is it reduces taxable income and avoids other penalties associated with higher income for retirees.

Legal Documents Worth Their Weight in Gold- Special Needs Trust

Protecting Governmental benefits, managing financial resources, providing for long-term care, reducing financial exploitation and preserving eligibility for legal settlement.

Fraud Exist So Be Diligent

Avoiding online fraud is critical in today's digital age. Here is a useful guide with 10 important ways to help keep you safer.

What is a Power of Attorney and Why Do We Need Them?

What is a power of attorney and why do we need them? Did you know there are four varieties of power of attorney?  We address each of these and some practical thinking as you consider updating or creating your own power of attorney.   scott@stewardshipmatters.net

Sudden Wealth Syndrome and It’s Prevention

Sudden Wealth Syndrome is a real abnormal condition and we can all get pulled into success hype and get blinded by our optimism. Getting help early and knowing what to do as symptoms occur will increase your success outcomes in sudden wealth. Did you know 90% of lottery winners lose all the money within 5 years? Learn how to avoid such failure.  www.stewardshipmatters.net