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Cornerstone Retirement Blueprint Podcast

Join your host Jammie Avila as he shares his thoughts on a wide variety of financial topics surrounding retirement strategy, investment management, tax planning and more!

Jammie Avila is the managing partner and co-founder of Cornerstone Wealth Management with offices in Las Vegas and Henderson, Nevada.

Get more information at www.cornerstonevegas.com or by calling 702-252-5252.

  1. All Episodes
  2. 2022
  3. 03

Ep 17: Is a Charitable Remainder Trust Right for You?

Mar 17, 2022

Today we’re talking about a topic that clients ask us about a lot – what is a charitable remainder trust? How does it work? How can it benefit you? We’ll share the answers in today’s show.

 

TIMESTAMPS: 

0:41 – What is a charitable remainder trust?

2:25 – Difference between donor-advised fund

3:02 – How it...

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Ep 16: Have You Used This Charitable Planning Technique?

Mar 3, 2022

Today we’re talking about a donor-advised fund. Find out how this niche charitable planning technique has helped some of our clients and could help you, too.  

 

TIMESTAMPS: 

1:27 – Donor-advised fund

4:15 – Bunching

7:42 – Why use this technique

8:40 – Super bunching

10:30 – Growth

11:42 – Highly...

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