Канал: Scott Thomas

2 Minute Drill For Non Profits

2 Minute Drill For Non Profits

Sudden Wealth Syndrome is a real behavioral condition

Sudden Wealth Syndrome is a real behavioral condition

Tax Planning Proactive Example

Tax Planning Proactive Example

Estate Planning Practical Conversation

Estate Planning Practical Conversation

How Much Life Insurance Should You Have?

How Much Life Insurance Should You Have?

Both Planning and Documents are Important To Estate Planning

Both Planning and Documents are Important To Estate Planning

Estate Settlement Tool

Estate Settlement Tool

Introduction to Why I started Podcasting in 2023

Introduction to Why I started Podcasting in 2023

Sprouting The Gateway Vegetable To Other Gardening

Sprouting The Gateway Vegetable To Other Gardening

Preparing Ahead Especially for Florida Residents

Preparing Ahead Especially for Florida Residents

Smarter Than Me So I Was Told

Smarter Than Me So I Was Told

Social Security In 2023

Social Security In 2023

Ohio State Happiness Survey

Ohio State Happiness Survey

Good Credit Verses Bad Credit

Good Credit Verses Bad Credit

Dispelling the myth: what does a financial advisor do

Dispelling the myth: what does a financial advisor do

Abundance story sprouting seeds

Abundance story sprouting seeds

Maximize Your Charitable Donations Webinar with Scott Thomas and Brad Gornto

Maximize Your Charitable Donations Webinar with Scott Thomas and Brad Gornto

The Truth About Trusts Webinar

The Truth About Trusts Webinar

Estate Planning Webinar

Estate Planning Webinar

Fire Drill Video

Fire Drill Video

5 Legacy Inheritances

5 Legacy Inheritances

Wealth Languages

Wealth Languages

Generate Positive Cash Flow for You by Taking Money Away From Government

Generate Positive Cash Flow for You by Taking Money Away From Government

Caring for Aging Parents

Caring for Aging Parents

What Overrules Wills, Trusts, etc? How to Prepare Wisely

What Overrules Wills, Trusts, etc? How to Prepare Wisely

Stretch IRA Eliminated However

Stretch IRA Eliminated However

Wealth Languages and 5 Inheritances

Wealth Languages and 5 Inheritances

Use of Life Ins for Charity and Donors

Use of Life Ins for Charity and Donors

Donor Empowerment Workshop Online

Donor Empowerment Workshop Online

Bump Donor Empowered workshop

Bump Donor Empowered workshop

Death of family member checklist

Death of family member checklist

Little Adjustment Matters DAF

Little Adjustment Matters DAF

7 Income Streams Tax Free Potential

7 Income Streams Tax Free Potential

Stewarding Well CGA

Stewarding Well CGA

Perfect Storm Charitable Giving

Perfect Storm Charitable Giving

Four H Financial Wisdom

Four H Financial Wisdom

Healthcare Costs In Retirement Years

Healthcare Costs In Retirement Years

Financial Wisdom 2021

Financial Wisdom 2021

Plan for Longevity

Plan for Longevity

Sequence of Returns Risk Explained

Sequence of Returns Risk Explained

Donor Advised Funds Buckets for Charities

Donor Advised Funds Buckets for Charities

AssetMark Due Diligence Overview

AssetMark Due Diligence Overview

Asset Conversion Strategy

Asset Conversion Strategy

Elevation By Means of Arts

Elevation By Means of Arts

Elevation Art Stewardship Builds God's Kingdom

Elevation Art Stewardship Builds God's Kingdom

Return On Life Zoom Call

Return On Life Zoom Call

Hyper Bunching Income Tax Deductions 2020

Hyper Bunching Income Tax Deductions 2020

Biblical Financial Wisdom

Biblical Financial Wisdom

CARES ACT for Nonprofits

CARES ACT for Nonprofits

Scott Thomas on The Impact Foundation

Scott Thomas on The Impact Foundation

Scott Thomas Presents to 1 Million Cups Orlando

Scott Thomas Presents to 1 Million Cups Orlando

Key differences between Traditional CGA and Reinsured One

Key differences between Traditional CGA and Reinsured One

Money Tree Retirement Income With Twist

Money Tree Retirement Income With Twist

Why Leave your Estate in Conflict

Why Leave your Estate in Conflict

Nonprofit Professional Strategy To Help Donors Thrive

Nonprofit Professional Strategy To Help Donors Thrive

Introducing Impact Now Tool! (calculator)

Introducing Impact Now Tool! (calculator)

Would you like to be more generous?

Would you like to be more generous?

For NPO Charitable gift annuity with reinsurance

For NPO Charitable gift annuity with reinsurance

ACGA Survey & SM Impact Tool For Reinsurance

ACGA Survey & SM Impact Tool For Reinsurance

New SECURE Act summarized

New SECURE Act summarized

Charlie Funds His Values And All Benefit

Charlie Funds His Values And All Benefit

Bunching Income Tax Strategy and DAF

Bunching Income Tax Strategy and DAF

Charitable Money Tree Helps Both Donor and Charity

Charitable Money Tree Helps Both Donor and Charity

Reinsured Charitable Gift Annuity vs. Traditional CGA

Reinsured Charitable Gift Annuity vs. Traditional CGA

Traditional CGA verses Reinsured CGA

Traditional CGA verses Reinsured CGA

Goose That Lays Golden Eggs For You And Your Charitable Causes

Goose That Lays Golden Eggs For You And Your Charitable Causes

Fixed Index Annuity Explained

Fixed Index Annuity Explained

Gospel Patronage

Gospel Patronage

God's Math is Abundance Story

God's Math is Abundance Story

FDIC Insured to $75 Million Corporate Cash Mgt

FDIC Insured to $75 Million Corporate Cash Mgt

Human Flourishing Chart- Andy Crouch

Human Flourishing Chart- Andy Crouch

Elder Care Practical Funding Ideas

Elder Care Practical Funding Ideas

Simplify your retirement

Simplify your retirement

Personal Charitable Pension Strategy

Personal Charitable Pension Strategy

Serving as a Family Trustee?

Serving as a Family Trustee?

Income Tax Strategy For High Income Generous People

Income Tax Strategy For High Income Generous People

New Tax Laws Affecting Donors and Non-profit Organizations

New Tax Laws Affecting Donors and Non-profit Organizations

Investment Property Recapture Taxes

Investment Property Recapture Taxes

7 Common Taxes and Fees On Investment Properties

7 Common Taxes and Fees On Investment Properties

Due Diligence AssetMark Process Is Unique

Due Diligence AssetMark Process Is Unique

What is a Life Settlement

What is a Life Settlement

Financial Radio is Entertainment NOT Professional Advice

Financial Radio is Entertainment NOT Professional Advice

Example of Money Wisdom for Kids and Grandchildren- Field Trip

Example of Money Wisdom for Kids and Grandchildren- Field Trip

2009 The Financial Fallout and Banking Observations

2009 The Financial Fallout and Banking Observations

My Son Ask Me For $300 Baseball Bat: Lessons learned

My Son Ask Me For $300 Baseball Bat: Lessons learned

Raising Money Wise Children-saving for car

Raising Money Wise Children-saving for car

Stewarding Money-Wise Children Future Promises

Stewarding Money-Wise Children Future Promises

What Is Required Minimum Distribution From IRA

What Is Required Minimum Distribution From IRA

4 Things That an Indexed Annuity Cannot Provide You

4 Things That an Indexed Annuity Cannot Provide You

What is Hyperbunching Tax Strategy?

What is Hyperbunching Tax Strategy?

3 Phases in Life: Go-Go, Slow-Go, No-Go

3 Phases in Life: Go-Go, Slow-Go, No-Go

What Does it Mean to be a Kingdom Advisor?

What Does it Mean to be a Kingdom Advisor?

Consultant Fee Only Annuity Products Innovation: Zero Surrender Charges

Consultant Fee Only Annuity Products Innovation: Zero Surrender Charges

Scott Thomas with Anne Taylor for Charitable Gift Planners of CFL

Scott Thomas with Anne Taylor for Charitable Gift Planners of CFL

Non Qualified Annuity Exit Strategy Provides Real Results

Non Qualified Annuity Exit Strategy Provides Real Results

What is a Donor Advised Fund

What is a Donor Advised Fund

Charitable Silo Strategy or Designated Fund

Charitable Silo Strategy or Designated Fund

Joke - Pick Three Hymns Incentive Giving

Joke - Pick Three Hymns Incentive Giving

Joke - Hallelujah He did it again

Joke - Hallelujah He did it again

IRA Required Minimum Distributions Strategy

IRA Required Minimum Distributions Strategy

Gifts Charities Should Avoid

Gifts Charities Should Avoid

Tiered Advisory Fees Explained

Tiered Advisory Fees Explained

Phantom Income

Phantom Income

Sensationalism and Fake News How to Process

Sensationalism and Fake News How to Process

Sources Of Your Investment Return Matters

Sources Of Your Investment Return Matters

Clean Shares A Special Class of Mutual Funds

Clean Shares A Special Class of Mutual Funds

Anonymous Giving Vs. Influence Giving

Anonymous Giving Vs. Influence Giving

What to Do When A Loved One Is Terminal

What to Do When A Loved One Is Terminal

Avoiding Probate Costs Some Alternatives

Avoiding Probate Costs Some Alternatives

7 Timeless Truths Regarding God's Money

7 Timeless Truths Regarding God's Money

Family Trust(s) Conversation Estate Planning Basics

Family Trust(s) Conversation Estate Planning Basics

Securities Backed Line of Credit vs. Margin

Securities Backed Line of Credit vs. Margin

Scott Thomas on Cash Management Stewardship

Scott Thomas on Cash Management Stewardship

Raising a Generation of Good Stewards

Raising a Generation of Good Stewards

Scott Thomas on New Standard Deductions

Scott Thomas on New Standard Deductions

Retirement Planning and LIMBRA Survey

Retirement Planning and LIMBRA Survey

Financial Wisdom: There Are Only 5 Things You Can Do With Your Money

Financial Wisdom: There Are Only 5 Things You Can Do With Your Money

9 Dots Connected by 4 Lines Challenge

9 Dots Connected by 4 Lines Challenge

Divorcee and Widow Claims Social Security

Divorcee and Widow Claims Social Security

Stewardship Matters Inc - Scott Thomas, CAP, ChFC, RICP, CKA

Stewardship Matters Inc - Scott Thomas, CAP, ChFC, RICP, CKA

Scott Thomas With The Other 92% of Charitable Giving

Scott Thomas With The Other 92% of Charitable Giving

New 2018 VA Law for Aid and Attendance

New 2018 VA Law for Aid and Attendance

Tips For Non Profit Professionals: Charitable Gift Annuity Reinsurance

Tips For Non Profit Professionals: Charitable Gift Annuity Reinsurance

How to Create The Perfect Investment Portfolio

How to Create The Perfect Investment Portfolio

There are Only 5 Things You Can Do With Your Money

There are Only 5 Things You Can Do With Your Money

Do You Know a Widow of Wartime Vet | Widow VA Benefit

Do You Know a Widow of Wartime Vet | Widow VA Benefit

A Split Interest Gift | Smart Giving

A Split Interest Gift | Smart Giving

Who Deserves VA Improved Pension Benefits?

Who Deserves VA Improved Pension Benefits?

Scott Thomas | Teaching Kids About What's Important

Scott Thomas | Teaching Kids About What's Important

Social Security Planning is Not Dead

Social Security Planning is Not Dead

Qualified Charitable Distributions From IRA

Qualified Charitable Distributions From IRA

Charitable Silo stratagy video

Charitable Silo stratagy video

Nonprofit Stewardship Of Cash Management Matters

Nonprofit Stewardship Of Cash Management Matters

How to Receive Widow Benefits thru the VA

How to Receive Widow Benefits thru the VA

3 Non-Traditional Types of Donations for Nonprofits (501 3c)

3 Non-Traditional Types of Donations for Nonprofits (501 3c)

Charitable Gifts Given in Secret

Charitable Gifts Given in Secret

There Are Only Two Hero's of Philanthropy Story

There Are Only Two Hero's of Philanthropy Story

The Nine Dot Test Solved

The Nine Dot Test Solved

Intro to The Other 92%

Intro to The Other 92%

Social Security Planning Strategy for Married Couples

Social Security Planning Strategy for Married Couples

How Much Should I Convert on My IRA to ROTH?

How Much Should I Convert on My IRA to ROTH?

State of Donor Advised Funds and 5 Year Trend

State of Donor Advised Funds and 5 Year Trend

Donor Advised Fund and Private Foundation Compared

Donor Advised Fund and Private Foundation Compared

Stewardship Matters | Approach to Wealth

Stewardship Matters | Approach to Wealth

VA Pensions | Tale of Two Veterans Story

VA Pensions | Tale of Two Veterans Story

Understanding Qualified Charitable Distribution Story: How to Give

Understanding Qualified Charitable Distribution Story: How to Give

Required Minimum Distribution from IRA and Help to Lessen Impact

Required Minimum Distribution from IRA and Help to Lessen Impact

Hyper Bunching Charitable Strategies to Itemize

Hyper Bunching Charitable Strategies to Itemize

Bunching Itemized Deductions in 2018 by Scott Thomas

Bunching Itemized Deductions in 2018 by Scott Thomas

Optimal Tax Planning #1 with Scott Thomas

Optimal Tax Planning #1 with Scott Thomas

10 Myths on VA Improved Pension aka Aid & Attendance

10 Myths on VA Improved Pension aka Aid & Attendance

Nonprofit 2-Minute Drill with Scott Thomas

Nonprofit 2-Minute Drill with Scott Thomas

Due Dilgence AssetMark Review with Scott Thomas

Due Dilgence AssetMark Review with Scott Thomas

Taxes For Retirees Can Be Complex- Tax Clarity

Taxes For Retirees Can Be Complex- Tax Clarity

Four Things You Can Do w Annuity

Four Things You Can Do w Annuity

Donor Insights Video in 2018-Things are different

Donor Insights Video in 2018-Things are different

Taxes on Social Security Retirement Benefits Explained

Taxes on Social Security Retirement Benefits Explained

4 Overlooked Strategies Fund Eldercare

4 Overlooked Strategies Fund Eldercare

LTC Funding Myths in 2018

LTC Funding Myths in 2018

DOL Fiduciary Rule Benefits Investors

DOL Fiduciary Rule Benefits Investors

Investor Truths: Broker Dealer

Investor Truths: Broker Dealer

Smart Giving from IRA

Smart Giving from IRA

Social Security Basics

Social Security Basics

Myths on CGA for nonprofit professional

Myths on CGA for nonprofit professional

Dealing with Aging Parents Wise Advice

Dealing with Aging Parents Wise Advice

Generosity Story Two Brothers

Generosity Story Two Brothers

Tax Advantage Income and Gifting Today

Tax Advantage Income and Gifting Today

Donor Driven Gift Annuity Case Study

Donor Driven Gift Annuity Case Study

Charitable Gift Annuity Innovation Explained

Charitable Gift Annuity Innovation Explained

What is Certified Kingdom Advisor?

What is Certified Kingdom Advisor?

Did Your Father Serve In US Military During Korean War?

Did Your Father Serve In US Military During Korean War?

Flag for Burial Purposes VA

Flag for Burial Purposes VA

Qualified Longevity Annuity Contract or QLAC?

Qualified Longevity Annuity Contract or QLAC?

5 Ways to Get Money Out of Life Insurance Policy

5 Ways to Get Money Out of Life Insurance Policy

War Time Periods Per VA

War Time Periods Per VA

What is Investment Only Variable Annuity?

What is Investment Only Variable Annuity?

Vietnam Veterans Forgotten Income

Vietnam Veterans Forgotten Income

Tale of Two Veterans Korean War and Now In Assisted Living Paid By VA

Tale of Two Veterans Korean War and Now In Assisted Living Paid By VA

What are Activities Of Daily Living or ADL's?

What are Activities Of Daily Living or ADL's?

SF180 to get your dd214 service record

SF180 to get your dd214 service record

Social Security Divorce Strategies

Social Security Divorce Strategies

What Has NOT Changed with Social Security

What Has NOT Changed with Social Security

Your Social Security Retirement Statement

Your Social Security Retirement Statement

Buy Back Time Now

Buy Back Time Now

Investor Perspective Feedback

Investor Perspective Feedback

Billy Crystal on Aging

Billy Crystal on Aging

ID Shield for Small Employers

ID Shield for Small Employers

Retirement 6 Key Factors

Retirement 6 Key Factors

What Aid & Attendance is NOT

What Aid & Attendance is NOT

VA Aid and Attendance Benefit NBC Nightly News

VA Aid and Attendance Benefit NBC Nightly News

Social Security What's At Stake Tool Bipartisan Budget 2015

Social Security What's At Stake Tool Bipartisan Budget 2015

Retirement Map GPS Provides Confidence

Retirement Map GPS Provides Confidence

How Would Your 401K Hold Up in Market Crash? Find Out

How Would Your 401K Hold Up in Market Crash? Find Out

Highway vs. Parking Lot Driving Illustrates Investor Risk

Highway vs. Parking Lot Driving Illustrates Investor Risk

Crash Test Your Investments Safely

Crash Test Your Investments Safely

Riskalyze:Risk Technology is like dental office modernization

Riskalyze:Risk Technology is like dental office modernization

Six Key Retirement Factors

Six Key Retirement Factors

Only Five Things

Only Five Things

Get Your House In Order: Legal & Financial a wedding and funeral story

Get Your House In Order: Legal & Financial a wedding and funeral story

Riskalyze Building Your Perfect Portfolio

Riskalyze Building Your Perfect Portfolio