Navigating WealthTransfer: With Rachel McDonough

The Generosity NOW Podcast

On this weeks episode, Laure and Eric sit down with two-time guest, author, speaker, and wealth advisor, Rachel McDonough for another discussion on the topic of wealth management, specifically the transfer of wealth. Rachel was previously featured on episode 8 and we want to encourage you to go back and give that episode a listen especially if you're a new listener.

About Rachel

Rachel McDonough, CFP®, CKA®, RICP® is a Wealth Advisor with Wealth Squared, a team of EverSource Wealth Advisors, and the Founder of Wealthfluence, a consulting firm focused on Faith-Driven Investing. Motivated to help Christian investors see the relational nature of investing and its redemptive potential, Rachel is a frequent speaker and a published author on the topic.

In 2022, Rachel received the Larry Burkett Award, presented through Kingdom Advisors, for exhibiting Christian character in its most complete sense, unparalleled professional competency, and integration of biblical wisdom into all advice and counsel.

Outside of work, she is a worship leader, and (part-time) homeschooling mama. If you’re wondering how she does it all, she’ll tell you, “Imperfectly…and with a lot of help.”

Resources

Wealth Management website – www.wealthsq.com

True Treasure – Giving, Saving & Spending According to Your Calling

Investing & Faith – The Impact of Faith-Based Investing

Connect with Rachel

Connect with Rachel on LinkedIn

https://www.linkedin.com/in/rachel-mcdonough

[e-mail]

www.Wealthsq.com

Book: True Treasure by Rachel McDonough

Investing and Faith by Steve French with contributions by Rachel McDonough

https://makeyourmoneycount.com/true-treasure/

Book: Splitting Heirs: Giving Your Money and Things to Your Children

Without Ruining Their Lives

Book: Living with wealth without losing your soul:

Website: www.kingdomadvisors.com

Mentioned resource: https://inspireinsight.com/