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94. Planning for Philanthropy
Manage episode 429147002 series 2803799
محتوای ارائه شده توسط Diana Kay Romero and Integrated Purpose Management. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Diana Kay Romero and Integrated Purpose Management یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal
In this episode of The Integrated Life podcast, Diana has Financial Advisors Allegra McCollum and Karin Larrave from Northwestern Mutual as guests. Karin and Allegra talk about their team's vision: "A world where every generation is inspired to include generosity in their financial plan." We explore the importance of planning for philanthropy and how you are never too young or old to start.
Generosity is a core value of The Integrated Life Podcast. Listen and let's learn together.
Allegra and Karin's contact information:
Allegra McCollum
https://www.northwesternmutual.com/financial/advisor/allegra-mccollum
Karin Larrave
https://www.northwesternmutual.com/financial/advisor/karin-larrave/our-team
Connect with Diana:
Quick Episode Summary:
- Diana Romero introduces the podcast and highlights the sponsor, IPM Professional Coaching.
- Guests Allegra McCollum and Karin Rabe from Northwestern Mutual Financial are introduced.
- Allegra and Diana met through their church and mastermind group.
- Allegra shares her background and passion for holistic financial planning with an emphasis on philanthropy.
- Karin introduces herself, detailing her journey from Guatemala to financial planning, inspired by her involvement in medical missions.
- Allegra and Karin formed a partnership based on shared values and a commitment to integrating generosity and faith into financial planning.
- The importance of "alignment before assignment" in their business relationship is emphasized.
- Allegra discusses their method of including generosity in financial planning through donor-advised funds and life insurance.
- Karin talks about the importance of involving younger generations in financial planning and philanthropy.
- Allegra highlights their approach to helping businesses incorporate philanthropy into their financial strategies.
- Diana shares her personal story about the joy of giving after receiving a life insurance payout.
- Karin and Allegra explain how to inspire clients to find their unique purpose and incorporate it into their financial plans.
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