Hello Everyone and welcome to another great episode of the JOY of Financial Planning podcast.

The topics of this podcast are a compliment to the book JOY of Financial Planning, available in stores including Barnes & Noble and Amazon.com

JOY of Financial Planning is about the belief that we can overcome the unique economic, and life challenges we face as a generation, by first getting our financial house in order. In fact, we have, no other choice.

Now more than ever, we must grow our wealth, follow our passions, live with compassion and find a way to achieve a personalized version of the American Dream.

This episode is part of a series of recorded “Zoominars” from my Jason Howell Company YouTube channel; that’s where you’ll find the video versions. In my business life, my wealth management firm collaborates with many experts; together we transform regular investors into patriarchs and matriarchs of their families and their communities. This episode features some of that expertise.

There are hundreds of community foundations all over the country and a handful right here in Northern Virginia. Anne Vor der Bruegge and Christy Cole of the Arlington Community Foundation share their experience with the economic cliff effect (click to watch video explainer) and how unconditional cash programs can fill the gaps between growing income and reduced government benefits.

Anne and and Christy answer the following questions:

What financial challenges do you see in successful counties in like Arlington?
What is the "cliff effect?"
Why is "unconditional cash" the answer?
How can professional advisers be part of the solution?
How can citizens do more (besides just donating)?

Please send your feedback to Jason@JasonHowell.com and give this episode a rating, especially on Apple Podcasts, if, that’s the kind of thing you do. For more about my unique brand of family wealth management, just go to JasonHowell.com

Online Resources:

Amazon: https://www.amazon.com/author/jasonhowell

Facebook Group: https://www.facebook.com/groups/JoyofFinancialPlanning/

YouTube: https://www.youtube.com/channel/UCGm8ggXF11D4cbA4vWye3Ng/

Twitter: https://twitter.com/JasonHowellCo

Linkedin: https://www.linkedin.com/in/jasonhowell

Company Website: https://www.JasonHowell.com

Letter to Stakeholders, March 2023