Geltwise – Details, episodes & analysis

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Geltwise

The Canadian Jewish News

Religion & Spirituality

Business

Frequency: 1 episode/0d. Total Eps: 2

For generations, the Jewish community has built legacies—in family, faith, and finance. This podcast brings Canadian experts from across the personal finance industry to share their wealth of knowledge with you, so you can tackle the questions that matter most to you and your family.

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https://slpg.ca/
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https://thecjn.ca/newsletter/
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Score global : 69%

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The little-known tax secret that lets Canadians donate more freely

Season 1

Monday, September 15, 2025 • Duration 23:49

This episode is sponsored by the Schwartz Legacy Planning Group, helping successful people like you keep, control and direct your hard-earned money. Learn more at slpg.ca.

How much more would you give to charity if it cost you next to nothing? That’s what Edward Schwartz set out to learn when he discovered a little-known tax structure called "flow-through shares".

And, as he discovered, people are willing to give a whole lot more.

Schwartz previously worked in the tax-structured investment business in the '80s, the call center business in the '90s, and in health-benefits administration in the 2000s. After he sold that latter business, he used flow-through shares to satisfy his tax obligations while getting dollars into his Donor-Advised Fund to give money away to charity. He realized the power of flow-through shares in tax savings: instead of charitable giving costing 50 cents on the dollar, donors can give to charities for nine cents on the dollar—or less.

Now in the business of recapturing and preserving his clients’ wealth, Schwartz uses this strategy to help his clients take control their dollars, reduce their tax burden and cement their legacies.

Disclaimer: This podcast is for general entertainment and educational use only, and is not intended to provide individual advice, including investment, financial, legal, accounting or tax advice. Potential donors and/or investors are advised to consult their own legal counsel or other qualified professionals to assess their specific financial and legal situations.

Geltwise – Details, episodes & analysis

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Geltwise – Details, episodes & analysis

Podcast details

Recent rankings

Apple Podcasts

Spotify

Shared links between episodes and podcasts

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RSS feed quality and score

Publication history

Latest published episodes

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Apple Podcasts

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