Navigating Family Wealth and Charitable Impact with Daphne Jordan: Fiduciary Voices #FinLit Series

In this episode of Fiduciary Voices #FinLit Series, host Marie Swift sits down with Daphne Jordan, CFP®, Partner and Senior Wealth Advisor of Pioneer Wealth Management Group. They discuss generational wealth planning and charitable giving, focusing on common family challenges in wealth transfer, such as blended families, estranged relatives, and serious illnesses.

Jordan emphasizes the importance of legacy planning as an act of kindness and a way to express intentions clearly, recommending the use of a "visual map" to plan and communicate wealth allocation effectively. She highlights the role of trusted advisors and family meetings in facilitating transparent discussions.

​The conversation also covers the impact of recent regulatory changes, such as the Secure Act 2.0, on retirement accounts and estate planning strategies, including thoughtful gifting, strategic trusts, and financial education to empower heirs. Jordan explains philanthropic strategies, like donor-advised funds, which provide tax benefits and involve family in charitable giving. She stresses personalizing plans according to cultural and family values through curiosity and listening. The conversation concludes by recommending helpful resources and offering assistance for complex wealth management questions, inviting viewers to explore further resources via Fiduciary Voices.

Learn more about Daphne Jordan, CFP® and Pioneer Wealth Management Group at www.PioneerWealth.com

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