Finding Family Harmony in Financial Planning
An Interview with Rod Zeeb of The Heritage Institute Rod Zeeb is CEO of The Heritage Institute which he founded in 2003. The Heritage...
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Randy A Fox, CFP®, AEP®
- Aug 22, 2023
Interview with Eileen Heisman
Realizing the Philanthropic Advantage of Donor-Advised Funds in Charitable Planning When did you last discuss donor-advised funds with...
Randy A Fox, CFP®, AEP®
- Jun 27, 2023
Encouraging Generosity in Uncertain Times:
An Interview with Dr. Russell James If you want to be challenged, surround yourself with people who are smarter than you. Russell James...
Randy A Fox, CFP®, AEP®
- Apr 25, 2023
Creating a Gateway for Good
Interview with Yale Levey about Philanthropy’s Power to Unite Yale Levey is up to something important. Yale has a stellar background as...
Randy A Fox, CFP®, AEP®
- Jan 20, 2023
Interview with Michael King on S-Corp Stock Gifts
FRIENDS DON’T LET FRIENDS GIVE CASH Should your business owner clients give their company stock to charity? In September 2022, that’s...
Randy A Fox, CFP®, AEP®
- Oct 11, 2022
Rethinking Philanthropic Priorities During Downturns
Should high-net-worth donors rethink their charitable priorities when a recession looms? Should they reconsider where their dollars will...
Randy A Fox, CFP®, AEP®
- Aug 15, 2022
How Rising Rates Impact Charitable Giving DecisionsThroughout 2022 to-date, the Federal Reserve has
Throughout 2022 to-date, the Federal Reserve has raised interest rates in its effort to tame inflation and they’re not done yet.
Randy A Fox, CFP®, AEP®
- Apr 22, 2022
What Baby Boomer Business Exits Mean for Wealth Management.
For many financial advisors, business transfers have created most their clients’ investable assets. Aging, Pandemic fatigue, fear of a...
Randy A Fox, CFP®, AEP®
- Mar 16, 2022
Philanthropic Planning in the Land of Giants
An Interview with Jamie Weiner of the family consulting firm Inheriting Wisdom It is commonly believed that collaborating on charitable...
Randy A Fox, CFP®, AEP®
- Feb 2, 2022
Are Digital Assets the Next Generation of Charitable Giving?
Done the right way, creative philanthropic strategies benefit both your clients and the charities they support. Charitable giving can...
Randy A Fox, CFP®, AEP®
- Feb 2, 2022
A Look Back and Forward: Pooled Income Funds and Donor Advised Funds
Pooled Income Funds (PIFs) and Donor Advised Funds (DAFs) continue to be strong, smart charitable giving solutions for high-net-worth...
Randy A Fox, CFP®, AEP®
- Sep 9, 2021
Randy Fox, Barry Nickelsberg CAP, and Joseph Gabris on Route 664: The Road to Human Kindness
Les Winston talks with Randy Fox from Two Hawks Consulting, Barry Nickelsberg CAP with The Carter Center, and Joseph Gabris with...
Randy A Fox, CFP®, AEP®
- Sep 1, 2021
Hear Randy Fox of Two Hawks Consulting on the Problem Solved Podcast with Lee Pinover
Topic: Using Pooled Income Funds to Reduce Taxes and provide for Multi-Generation Income Listen to the Problem Solved podcast.
Randy A Fox, CFP®, AEP®
- Aug 12, 2021
Hear Randy Fox of Two Hawks Consulting on the Confident Retirement podcast with Kris Flamang
Hear Randy Fox on the Confident Retirement podcast with Kris Flamang. Topic: A Wealth Strategist with BIG Charitable Life Goals
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- Apr 21, 2020
Cracking the Cash Flow Code Podcast: Charitable Exit Planning
Randy Fox of Two Hawks Consulting speaks with Josh Patrick on the Cracking the Cash Flow Code Podcast. Together, they discuss philanthropic
Randy A Fox, CFP®, AEP®
- Feb 13, 2019
Interview with Claire Costello: The Philanthropic Conversation Survey Findings
Listen to the interview here by Randy A. Fox & Claire Costello Randy Fox: Hi, this is Randy Fox. Today I am privileged once again to be...
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