Alison Patterson

speaker

184 appearances 1 recordings 1 series first heard Feb 2025 last heard Feb 2025

Alison Patterson’s voice in public audio — every appearance, attributed to the second.

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Wealthy After 40: Retirement Planning and Budgeting for Gen X · Ep 103 | What Is Generosity? A Conversation with Alison Patterson, Generosity Strategist · 21 Feb 2025 podcast

Okay.

So they don't want to go out and dig into the different organizations.

So we come up with their generosity statement.

And then I go out there and I say, oh, wait a minute.

Here are three potential options for you or four potential options for you.

We create the budget.

We do that.

And all of these are are fee based.

So I don't take any sort of percentages.

I think that's really important for people to know and understand.

I do run a generosity sort of boot camp program.

So three times a year I do what I've been calling my generosity reset.

And so in the early part of this year, you'll we just basically bring a Zoom group together and we do this exercise, which is we go through, we create our group.

our generosity statement together.

We get the pieces of the budget and then we put our plan together.

And again, what I try and do is then say, okay, then now go talk to your professional advisor.

And then, of course, I have things that you can do this on your own on my website.

So you can book some time in with me just to sort of ask me a quick question with an audit.

Like, I'll audit what you're already doing and say, hey, maybe you want to think about this or that or the other thing.

So you can work with that.

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