Tag: Thanksgiving
Harvesting Wealth: Gratitude, Giving, and Financial Growth (EP. 68)

Harvesting Wealth: Gratitude, Giving, and Financial Growth (EP. 68)

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In this Thanksgiving-themed episode of WIN: What’s Important Now, we explore the financial lessons hidden in the holiday season. From the economics of Thanksgiving spending to discussing money matters with family, we uncover practical ways to align gratitude with your financial goals. Whether you’re navigating Black Friday deals or planning your holiday budget, this episode offers insights to keep your finances on track while embracing the spirit of giving.

We also discuss a different kind of year-end review, helping you assess your progress, identify areas for improvement, and set new goals for the coming year. With tips for fostering positive money conversations and strategies for recharging your financial plan, this episode will leave you feeling thankful, prepared, and ready to harvest the wealth of opportunities ahead.

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Giving Tuesday (Ep. 45)

Giving Tuesday (Ep. 45)

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Giving is one of the most powerful ways to make a positive impact in the world. 

Whether it’s donating money, time, or skills, giving can help improve the lives of others and ourselves. 

Giving can also be a source of joy, fulfillment, and gratitude. But how do we give effectively and wisely? How do we balance our own needs and goals with our desire to help others? 

In this episode, Corey Heimensen explores the power of giving and how it can shape our financial decisions and personal growth. He discusses the concept of “Giving Tuesday” and emphasizes that giving should not be confined to a single day or cause. Additionally, Corey also discusses Donor-Advised Funds as a flexible way to control donations and receive tax deductions.

Corey discusses:

  • The concept of Giving Tuesday, a movement where people are encouraged to be charitable and give to different causes
  • The value of charity and the importance of teaching and learning about being charitable from an early age
  • A plan to donate $25 to charity for every client who signs up for electronic delivery of paper in 2024
  • The importance of education and its power to improve lives and society
  • The perspective on giving and how it doesn’t have to be at the level of billionaires
  • The concept of a Donor-Advised Fund, where individuals can donate money to a fund and control its distribution to different charities
  • And more!

 

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