Charitable giving is changing, not just in how people give, but when and why they do it. As families think more intentionally about legacy, purpose, and impact, donor-advised funds are becoming an important part of the conversation.

In this episode, Jon Meyer sits down with Chris Boyce, Senior Charitable Consultant at Schwab Charitable, to explore how donor-advised funds fit into the intersection of wealth, time, and values. Together, they unpack current trends in philanthropy, including why more families are choosing to give during their lifetime, how donor-advised funds work for everyday givers, and how charitable planning can bring generations together.

What You’ll Learn:

• Why charitable giving is shifting from end-of-life planning to intentional lifetime strategies
• How donor-advised funds work and why they are more accessible than many people think
• The role donor-advised funds can play in family legacy and next-generation engagement
• How complex assets like business interests or real estate can support charitable goals
• And more!

Connect with Jon Meyer:

• BGM
• LinkedIn: Jon Meyer
• jmeyer@BGM360.com
• Schedule a Meeting

Connect with Chris Boyce:

• DAF Giving 360
• LinkedIn: Chris Boyce

Many people spend years saving for the future, yet struggle to enjoy the life they worked so hard to build. In this episode, Jon Meyer explores why purpose, permission, and perspective matter just as much as the numbers.

In this episode, Jon Meyer shares how the 360 Mindset came to life, talks through the connection between health, wealth, and time, and explains why so many people feel stuck even when they have the resources to move forward. Jon also opens up about the language we use around money, the fear that keeps people from spending confidently, and the role permission plays in helping clients find joy.

What You’ll Learn:

• Why purpose leads to lasting joy and not just short bursts of happiness
• How the 360 Mindset helps people make decisions with clarity
• The hidden cost of living unbalanced and waiting too long to enjoy life
• A simple mindset shift that helps people give themselves permission to spend
• And more!

Resources:

• Strength to Strength by Arthur Brooks

Connect with Jon Meyer:

• BGM
• LinkedIn: Jon Meyer
• jmeyer@BGM360.com
• Schedule a Meeting

How do you create a mindset that helps you make smarter life and money decisions?

In this debut episode of Mastering the 360 Mindset, host Jon Meyer shares the philosophy connecting health, wealth, and time, and explains how this 360 perspective can help you make decisions that truly align with your life. Drawing from his unconventional start in fundraising and decades in financial services, Jon reveals why success is about leading clients toward meaningful goals, not just managing money. He also reflects on lessons from his father, the value of thinking across generations, and why time is often the most valuable asset of all.

What You’ll Learn:

• How Jon’s early experiences shaped his financial philosophy
• What the “360 Mindset” really means and how to apply it
• Why time often matters more than money
• How to think across generations in your financial plan
• The hidden behavioral traps that derail smart planning
• And more!

Resources:

• Die With Zero by Bill Perkins

Connect with Jon Meyer:

• BGM
• LinkedIn: Jon Meyer

Welcome to Mastering the 360 Mindset with Jon Meyer from BGM Wealth Partners. In this podcast, we offer a fresh perspective for those who optimize every angle of life – health, wealth, and time. We challenge conventional wisdom, shift mindsets, and bring clarity to the unknown. If you’re willing to invest in a better future for you and your loved ones, this is your space. Tune in to redefine balance, give yourself permission to enjoy life, and take control of what truly matters.