Ep. 25 - Framework for Philanthropy with The Frugal Banker

Riches in the Niches Investor Podcast - A podcast by Richard Sosa

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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