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.

Stay informed, stay healthy, and keep the conversation going with Healthy Talk.

Charity, Legacy & Strategy: Year-End Financial Tips

Between the last spreadsheet and the first champagne toast, there's a whole world of feelings we never talk about. Year-End Vertigo is the soundtrack to every fluorescent-lit December, every deadline that doesn't care about holidays, every goodbye that comes disguised as a new beginning. Stories of white-collar hearts trying to close the year without losing themselves.

Standing by the punch bowl

Last December in these walls

Caught in the middle of December

One more deal before midnight

Four more days till I see you

I live for the deadline

Midnight's annual review

Closing time on the thirty-first floor

The week between

Stay informed, stay healthy, and keep the conversations going. "Healthy Talk" is an engaging hospital podcast that delves into a wide spectrum of health topics, combining expert insights and personal stories to empower your wellness, one conversation at a time.

A veterinarian crafting tech articles, videos, and music with the curiosity of a British Shorthair and twice the passion! 🐾

New tracks tagged #year-end