94. Planning for Philanthropy

The Integrated Life | Live a Purpose Full life « »

2M ago 30:23

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Вміст надано Diana Kay Romero and Integrated Purpose Management. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Diana Kay Romero and Integrated Purpose Management або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.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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