Charity, Legacy & Strategy: Year-End Financial Tips

This episode is about financial foundations supporting personal wealth and charitable impact. Shellie Grabau, Financial Advisor AAMS at Edward Jones and President of the Boone County Hospital Foundation Board, joins us to unpack a wealth of knowledge about estate planning, IRAs, Required Minimum Distributions (RMDs), and year-end giving strategies. 

With the end of the year approaching, Shellie provides practical advice on how to maximize charitable contributions, make strategic retirement account decisions, and organize estate plans that reflect your values and legacy goals. 

Whether you’re looking to donate to causes close to your heart or set up a sustainable financial future for your family, this episode offers a wealth of information to help you navigate year-end financial tasks with confidence. Perfect for those interested in aligning their finances with their personal and charitable goals, this conversation is packed with actionable steps and insightful tips for thoughtful, tax-efficient giving.

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Chapters

• 0:00 Intro
• 1:58 Estate Planning
• 4:48 IRAs & Charitable Giving
• 9:40 Required Minimum Distributions (RMDs)
• 11:29 Year-End Giving
• 13:26 Supporting Boone County Hospital Foundation
• 16:56 Practical Advice
• 17:41 Closing Thoughts