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Scott Thomas independent advisor helping you steward well resources entrusted to you. More than investment, tax, estate, financial and charitable planning it considers you and your values and appropriate path forward. If you missed on my home page there is tab for my podcast and I have shared in my voice similar messages.
Turn Your RMDs into Charitable Donations
Smart giving strategy from IRA to your favorite charity- another benefit by not increasing your income.
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A Simpler Way to Give: Donating Appreciated Real Estate to a Donor-Advised Fund
Donating appreciated real estate to a donor-advised fund before selling may reduce capital gains exposure and help you give more efficiently.
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“Endowment Lite Solution” for Small Charities
A shorter overview of Single Charity Funds (SCFs) as an “Endowment Lite” option—benefits, trade-offs, and key questions to ask.
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Garden Math Economics: Cultivating Wealth and Well-Being
Explore the enriching journey of gardening, where financial and personal growth intertwine. Discover the economic and spiritual rewards it offers.
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Straight Talk on Banking Access to Capital: What Every Small Business Owner Needs to Know
Explore the shift from "bail-out" to "bail-in," and learn how to safeguard your assets and credit lines in today's financial landscape. Discover proactive measures and the role of debt in strategic financial planning.
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Straight Talk on Annuities: Understanding the Pros, Cons, and Options
Explore the pros and cons of annuities for retirement income. Learn how fiduciary approaches reduce fees and enhance flexibility. Discover Annuity Rescue Plus.
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Nurturing Financial Wisdom in Young Minds: A Practical Guide
Teach young children financial wisdom with real-life examples and games. Use everyday experiences to instill budgeting and investment skills early on.
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Smart Giving Strategies: Enhancing Your Charitable Impact
Explore smart giving strategies like Qualified Charitable Distributions, appreciated asset donations, and Charitable Gift Annuities to enhance your charitable impact.
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How Much Life Insurance Should You Purchase? A Comprehensive Guide
Explore how to determine the right amount of life insurance for your needs, considering debts, income replacement, and more. Consult professionals for guidance.
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Empowering Your Estate Planning: Revocable and Irrevocable Trusts
Explore how revocable and irrevocable trusts can enhance your estate planning, offering benefits like asset protection, privacy, and tax efficiency.
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Estate Planning for All Ages: A Comprehensive Guide for Financial Peace of Mind
Estate planning is not just for the wealthy or those approaching retirement; it’s a crucial step for individuals at every stage of life. The reasons are manifold, but primarily, it boils down to three: the unpredictability of life, the...
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Cultivating an Abundance Mindset: How to Grow Positivity and Success
Explore how an abundance mindset can grow positivity and success in life. Learn from gardening, creativity, and collaboration to cultivate growth and prosperity.
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Beneficiary Reviews: A Loving Legacy for Your Family
Exploring the importance of beneficiary reviews in estate planning, this blog highlights the need for regular updates to ensure your assets reflect your wishes.
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Budgeting Basics: The Art of Financial Stewardship
Budgeting Basics: The Art of Financial StewardshipWould it surprise you to learn that there really are only five things we can do with money? Just five! These five categories are: living expenses, giving away money, paying taxes,...
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Navigating the Journey of Caring for Aging Parents: A Guide to Support and Resources
Explore effective strategies for caring for aging parents, including historical insights, professional resources, and financial planning tips to ensure family harmony.
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Charting Your Financial Path Forward
Explore finding direction in finance through community, faith, and practical steps. Discover clarity and motivation on your financial journey.
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What's In Your Hand?
Welcome to Stewardship Matters Podcast #1In this episode we will address very important and often a negative or limiting mindset regarding “what do you have in your hand?” Take inventory of what you have and what your owe to others....
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One Way to Find Money in 2025 FL Donors
📝 Memo for Donors & Nonprofit Advisors Title: Florida’s Sales Tax Cut on Commercial Leases Could Free Up Funds for Giving—Starting October 2025 Starting October 1, 2025, Florida will no longer collect sales tax on most commercial...
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How Can I Exit My Rental Without Getting Killed On Taxes?
If you’ve built up serious equity and you’ve been depreciating that property for years, congratulations—that’s the good news. But now you’re staring down the barrel of long-term capital gains tax and depreciation recapture. So… how do...
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Protect Those You Love: Recognizing and Preventing Elder Financial Abuse
October brings a dedicated financial focus on many critical financial concepts, including financial planning, estate planning, and long-term care planning. The rising incidence of elder financial abuse is one pressing concern that...
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Collectibles and Precious Metals: A Balanced Perspective on Tangible Investments
When it comes to investing, many people often overlook the tangible aspects of their portfolios in favor of more abstract financial instruments like stocks and bonds. However, collectibles and precious metals offer a unique investment...
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Addressing the Debt Ceiling Deadline
We always strive to keep you updated on important market and economic information. Take 2 minutes now to hear AssetMark Chief Investment Officer, Christian Chan, share his perspective regarding the debt ceiling and its...
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Car Purchase Wisdom
Real Talk On Major Purchase Decision: VehiclesCars are one of major purchases we make and often the decisions are more emotional than applying sound process to the buying decisions. Data tells us Americans buy homes and autos around...
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Downsizing Your Parent Can Be Very Emotional
Downsizing Your Parent Can Be Very EmotionalWe all resist change and as we age professionals tells us that change can be more emotional. So what can be done to help you and your family downsize a parent or parents? Here are...
Read MoreThree Takeaways from 2022
Last year was an exceptional year, and not in a good way. There was no shortage of worries during the year from COVID-19, the Ukraine war, and the most central story of all: inflation and interest rates.In this edition of "On The Mark...
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Gold and Silver Are Real Assets
When I was 12 years old I starting mowing lawns for money. Quickly I found this activity financially rewarding and physically demanding. My best friend Mike and I had a good thing and we often discussed what are other ways to make...
Read MoreMaybe It's Time To Revisit The Idea of Banking W Credit Union Or Community Bank
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