Philanthropy: It’s Not Just
for the Wealthy
Episode 185
In today’s episode, I interview Becky Walsh, CFP, founder of Oak Maple Finance, about the myth that philanthropy is just for the wealthy. Becky is a heart-centered financial planner who practices what she preaches, giving time and resources to many Vermont charities, including the Vermont Food Bank, All Brains Belong, and the Vermont Youth Orchestra Association. Her firm specializes in holistic financial planning and puts an emphasis on helping clients with their charitable giving strategies. If you have ever wondered how to make philanthropy part of your life, this episode is for you.
Listen to this podcast and discover:
- All the ways you can give, even on a limited budget
- Why identifying your big “yes” is vital to impactful philanthropy
- A simple exercise to help you identify your values
- How to develop a giving strategy as part of your financial plan
- Tips for couples who want to break money silence around giving
Want to connect with Becky? Here’s how:
- Oak Maple Finance
- Becky’s LinkedIn
- Special Offer: For a limited time only, Oak Maple is offering a free 30-minute consultation with the founder, Becky Walsh. Contact her to set up an appointment and be sure to mention the Breaking Money Silence® Podcast.
A special thank-you to our episode sponsor, Oak Maple Finance.
This episode is sponsored by Oak Maple Finance. At Oak Maple, our fiduciary, heart-centered approach means letting go of “one plan fits all” advice. Our process is simple. You talk. We listen. You get financial guidance customized to your specific needs because we know that life is better when your financial plan fits you. To find out more, click here.
