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Ep. 25 - Framework for Philanthropy with The Frugal Banker

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Manage episode 297977231 series 2882490
Content provided by Richard Sosa. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard Sosa or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

For this milestone 25th podcast episode, The Frugal Banker is the ideal guest. Listen in as he talks to Richard about growing up in the South, a promising Radio Talk Show Career as well as an innovative "bucket" framework for philanthropy. He also talks to Richard about Atlanta FinTwit, his love of Breakfast Cereal and his $1,000 Donation Hurdle.

To learn more about The Frugal Banker please follow him on Twitter @TheFrugalBanker.

To learn more about Richard please visit www.thinkaen.com.

Show Notes:

(01:12) Introduction to The Frugal Banker

(02:13) College and Life as a Radio Disc Jockey and Morning Show Host

(07:34) Fun skits from the talk show; most interesting story

(11:49) Passion for Philanthropy, United Way Campaign, Developing a Framework for Giving, the $25 rule

(19:09) Sitting in front of investment committees; Jeremy Heer, Christie Hamilton

(20:53) Charity Organizational Due Diligence

(28:06) The ideal dollar amount to give to charity

(32:34) Growing up as a Preacher's son and how that made an impact

(36:16) Atlanta FinTwit, @Fedspeak, Ramp Capital, Golf Game, thoughts on Cereal

(40:09) Road trips and the new RV

(41:44) Atlanta Sports, the Falcons and Tom Brady

(44:02) Final thoughts on Philanthropy

  continue reading

39 episodes

Artwork
iconShare
 
Manage episode 297977231 series 2882490
Content provided by Richard Sosa. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Richard Sosa or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

For this milestone 25th podcast episode, The Frugal Banker is the ideal guest. Listen in as he talks to Richard about growing up in the South, a promising Radio Talk Show Career as well as an innovative "bucket" framework for philanthropy. He also talks to Richard about Atlanta FinTwit, his love of Breakfast Cereal and his $1,000 Donation Hurdle.

To learn more about The Frugal Banker please follow him on Twitter @TheFrugalBanker.

To learn more about Richard please visit www.thinkaen.com.

Show Notes:

(01:12) Introduction to The Frugal Banker

(02:13) College and Life as a Radio Disc Jockey and Morning Show Host

(07:34) Fun skits from the talk show; most interesting story

(11:49) Passion for Philanthropy, United Way Campaign, Developing a Framework for Giving, the $25 rule

(19:09) Sitting in front of investment committees; Jeremy Heer, Christie Hamilton

(20:53) Charity Organizational Due Diligence

(28:06) The ideal dollar amount to give to charity

(32:34) Growing up as a Preacher's son and how that made an impact

(36:16) Atlanta FinTwit, @Fedspeak, Ramp Capital, Golf Game, thoughts on Cereal

(40:09) Road trips and the new RV

(41:44) Atlanta Sports, the Falcons and Tom Brady

(44:02) Final thoughts on Philanthropy

  continue reading

39 episodes

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