Videos
Welcome to Our Video Gallery
At Waldron Partners, we believe that sharing knowledge is as important as acquiring it. Our events offer a wealth of information, guiding, educating, and inspiring participants. Whether you're an experienced professional or a curious newcomer, our video page serves as your personal archive of insights gathered from our gatherings.
Donating Appreciated Assets to Charity | Waldron Partners Planned Giving Series
What if you could give more to the causes you care about without increasing your out-of-pocket cost? In this episode of the Waldron Partners Planned Giving Series, we explore one of the most effective and tax-efficient charitable giving strategies: donating appreciated assets. Whether you’re considering gifts of stock, real estate, artwork, or other valuable assets, this video walks through how these contributions work, why they’re so impactful, and how they can enhance both your charitable vision and your financial strategy.
Life Insurance and Charitable Giving | Waldron Partners Planned Giving Series
Waldron Partners explores how life insurance can be a powerful and tax-efficient tool for charitable giving. In this episode of our Planned Giving Series, we break down how life insurance can help you create a larger legacy, support the causes you care about, and complement your long-term financial plan.
Qualified Charitable Distributions | Waldron Partners Planned Giving Series
With the right strategy, you can give directly from your retirement account to a charity without the money ever hitting your bank account, and without triggering extra taxes.
Pros and Cons of Giving to Charity in Your Will or Trust | Waldron Partners Planned Giving Series
In this video, Waldron Partners explores the pros and cons of giving to charity in your will or trust, with a special focus on California estate planning. Whether you’re considering leaving a portion of your estate to a nonprofit, setting up a charitable trust, or balancing your giving with family needs, this guide will help you weigh the emotional, financial, and legal impacts of charitable estate planning.
Securing the Future for Generations | Waldron Partners Planned Giving Series
At Waldron Partners, we believe true wealth isn’t just about what you achieve in your lifetime, it’s about the legacy you leave behind. In this episode of our Planned Giving Series, we explore how thoughtful financial strategies can help you support the people and causes you care about for generations to come.
Travel Matters
Travel Matters �✈️ from Peter Waldron on Vimeo.
Lincoln Financial Advisors is now Osaic Wealth, Inc.Any reference to Lincoln Financial within these files should be disregardedDive into the world of travel with Amy Hess from Journeys Unparalleled, Curated Luxury Travel! Presented on June 10th, 2024, this video explores why travel truly matters and how partnering with a travel advisor can elevate your travel experiences to new heights.
Key Highlights:
Maximize Your Experience: Learn how a travel advisor can help you make the most of every trip.
Customized Trips: Discover how travel advisors craft personalized itineraries tailored just for you.
Best Options: Find out how an advisor surfaces the best travel options, ensuring a memorable vacation.
Exclusive Connections: See how a travel advisor's network can transform your trip from good to great.
Time-Saver: Understand how advisors save you precious time by handling all the details.
Your Advocate: Learn about the advocacy role of a travel advisor, ensuring you have a hassle-free experience.
Travel Advisor Payments: Get insights into how travel advisors get paid for their services.
Why Watch?
If you're planning your next trip and want to make it unforgettable, this video is a must-watch. Amy Hess provides expert insights that reveal the true value of working with a travel advisor. You deserve a trip that's flawlessly planned and perfectly executed—find out how a travel advisor can make that happen! Don’t miss out—watch now and start planning your dream vacation with the help of top-notch experts! 🌟
Budgeting 101 - Introducing Kids and Teens to the Basics
Our recent Zoom webinar, "Budgeting 101 - Introducing Kids and Teens to the Basics," was an enlightening session aimed at empowering the younger generation with essential financial skills. Through engaging discussions and interactive activities, we covered the fundamentals of budgeting, setting financial goals, and making informed money choices.
Key Sessions and Takeaways
Understanding Budgeting
We kicked off the event with an introduction to budgeting. Participants learned:
The Importance of Budgeting: Why creating a budget is crucial for managing money effectively.
Basic Components of a Budget: Income, expenses, savings, and how to balance these elements.
Practical Budgeting Tips: Simple strategies for tracking spending and avoiding common pitfalls.
Setting Financial Goals
Short-term vs. Long-term Goals: Understanding the difference and how to prioritize them.
SMART Goals: How to set Specific, Measurable, Achievable, Relevant, and Time-bound goals.
Motivation and Discipline: Techniques to stay motivated and disciplined in achieving financial objectives.
Making Savvy Money Choices
In the final segment, we discussed making smart money choices.
Key points covered were:
Needs vs. Wants: How to distinguish between essential expenses and discretionary spending.
Saving Strategies: Effective methods to save money, including tips on saving for emergencies and future purchases.
Informed Spending: The importance of researching before making purchases and understanding the value of money.
Interactive Activities
The Impact of Charitable Giving
On April 17. 2024, we hosted an insightful Zoom event centered on "The Impacts of Charitable Giving." This engaging session offered attendees a comprehensive look at how their donations support non-profits in achieving their goals and making a tangible difference in their communities. The event was designed to help participants cultivate a deeper understanding of the real power of generosity.
Key Themes Discussed
The Real Power of Generosity:
We explored how every dollar donated creates significant, measurable impact.
Participants learned about the ripple effects of their contributions, from immediate benefits to long-term community growth.
Support for Non-Profits:
Discussions highlighted the pivotal role donations play in enabling non-profits to execute their missions.
Attendees discovered specific examples of how funding translates into action within various organizations.
Featured Speakers
Our event featured inspiring talks by leaders from three impactful non-profit organizations:
Angie Arriaga with College is Real:
Angie shared insights on how donations have transformed educational opportunities for underrepresented students.
Highlighted the success stories of students who have achieved academic and personal milestones thanks to donor support.
Victoria Johnston with Youth Homes:
Victoria discussed the critical role of charitable giving in providing safe and supportive environments for at-risk youth.
She illustrated the positive outcomes achieved through funded programs that offer stability and growth for young individuals.
Dhoryan Riza with Village Community Resource Center:
Dhoryan emphasized how community resource centers rely on donations to offer essential services to families in need.
Showcased the broad range of programs made possible through financial contributions, from health initiatives to educational workshops.
The Truth About Buisness Transitions
Join Allie Taylor as she unveils the intricate dynamics of business transitions within entrepreneurial family systems. In this insightful video, you'll explore the undeniable impact of family structures on organizational culture, and the complexities that advisors and their clients face when navigating these pivotal changes.
Discover the 'Truth About Business Transitions' through Allie's expert lens, and equip yourself with three practical tips that address the often chaotic and messy realities of guiding a business from one chapter to the next. Whether you're a seasoned advisor or at the helm of a family enterprise, this event offers invaluable perspectives that can illuminate your path forward.
In this video, you will learn:
How family systems influence and shape business culture.
Strategies for identifying and managing the unique challenges during business transitions.
Three actionable tips to untangle the complexities and ensure a smoother transition process.
Don’t miss out on these valuable insights. Watch now to empower your approach to entrepreneurial transitions with clarity and confidence.
Invesco Portfolio Playbook
Watch Brian Levitt as he unravels the intricacies of the market in our latest Invesco Portfolio Playbook video. This must-watch analysis offers a deep dive into current market trends, shedding light on the subtler signals of economic shifts. Whether you're a seasoned investor or just starting to explore the realm of financial strategy, Brian's expertise will guide you through the complex terrain of investing.
Discover the strategic moves that can help secure and grow your wealth, even in the most volatile economic climates. Brian sifts through the noise to bring you clear, actionable insights that can shape your investment decisions. Don’t miss out on this valuable peek into the minds of market leaders. Tune in now for expert tips to advance your financial playbook!
Unparalleled Access to Financial Planning
Every clip in our collection provides a glimpse into the world of financial planning and more. With meticulous attention, we record our events to capture the true essence of our sessions in these videos. From in-depth analysis to innovative strategies, the content is curated to ensure you receive accurate, relevant, and actionable information.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.