Tag: Wealth Building

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Charitable Giving with a Plan: Smarter Giving Strategies for Investors and Business Owners (Ep. 6)

Charitable Giving with a Plan: Smarter Giving Strategies for Investors and Business Owners (Ep. 6)

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Giving Smarter: Real Strategies for Tax-Efficient Philanthropy

If you’re donating cash to charity, you might be missing out on major tax benefits.

In this episode of the G360 Wealth Podcast, Sam Diarbakerly sits down with Kyle Casserino of Fidelity Charitable to talk about a smarter way to give: donor-advised funds. These accounts let you make a charitable contribution, get an immediate tax deduction, and give to your favorite nonprofits over time, all while avoiding capital gains on appreciated assets.

Kyle breaks down how donor-advised funds actually work, why cash isn’t always the best gift, and how to think about giving if you’re a business owner, crypto investor, or just want a simpler way to support the causes you care about.

What to expect:

  • How donor-advised funds give you flexibility and control
  • Why donating stock or private business shares might save you more
  • Tools that make giving as easy as sending money on your phone
  • A behind-the-scenes look at Fidelity’s Private Donor Group for larger gifts

This conversation is about giving with intention, and with less friction.

Resources:

Connect with Sam Diarbakerly:

Connect with Kyle Casserino:

About Our Guest:

Kyle Casserino is a Vice President and Planning Consultant at Fidelity Charitable. With more than a decade of experience, he helps advisors and donors use charitable tools to align their giving with their goals—whether it’s a one-time gift or a legacy plan.

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Democratizing the Family Office Approach: GCA’s Vision for Modern Advice (Ep. 1)

Democratizing the Family Office Approach: GCA’s Vision for Modern Advice (Ep. 1)

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What’s the real secret to building and managing significant wealth?

Dive into the inaugural episode of the G360 Wealth Podcast with Sam Diarbakerly, Founder of Generation Capital Advisors, as we uncover what sets Generation Capital Advisors apart. Joined by Matt Ackerman, Chief Brand Officer at Integrate Partners, Sam shares his vision and the passion driving his team from being a modern, holistic wealth management firm to acting as an outsourced CFO for ultra-high-net-worth clients. 

Sam and Matt discuss: 

  • The five distinct pillars of wealth management that guide Generation Capital’s approach [00:01:02]
  • Innovative strategies for cross-generational wealth education and empowerment [00:06:56]
  • Using technology and personalized service to deliver a world-class client experience [00:13:57]
  • A proactive approach to financial education, breaking the “money silence” for future generations [00:21:02]
  • And more

Connect with Sam Diarbakerly: 

Connect With Matt Ackermann:

About Our Guest: 

Matt Ackerman supports Integrated Partners’ growth by creating content that enlightens, informs, and entertains. He’s passionate about shining a spotlight on the incredible advisors and thought leaders at Integrated, using blogs, podcasts, and multimedia to showcase their talent in meaningful ways.

Known for bringing creativity and energy to every role, Matt has always considered himself lucky to have “the fun job.” Throughout his career, he’s used storytelling to highlight the outstanding work of financial advisors across the country—sometimes coloring inside the lines, and other times boldly stepping outside them.

With more than 20 years of experience in wealth management media, Matt joined Integrated in 2020 after serving as director of multimedia at InvestmentNews, where he earned 15 ASPBE awards for digital content creation. His work included Practice Makeover, a reality series aimed at helping advisors revamp their businesses, and a documentary on impact investing that premiered at the United Nations in 2019. Prior to that, he held roles at Financial Planning, American Banker, and the New Jersey Law Journal, where he was named “Rookie of the Year” by the New Jersey Press Association in 1997.

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