ÜBER DIESE EPISODE
Beyond the Portfolio | A Conversation with Sarah Baker, CFP
🎧 About the Episode:
In this episode, host Julia Healey sits down with Sarah Baker, CFP®, Senior Financial Planner at Mason Investment Advisory Services, to explore how philanthropy becomes transformational when it’s fully integrated into financial planning. Sarah shares how her early exposure to service shaped her belief that wealth should align with values—and why she regularly asks clients, “Why do you have more than you need?”
Together, they discuss donor-advised funds as a powerful, flexible giving tool, how thoughtful planning before a business sale can fund both retirement and lifelong philanthropy, and why automation is the key to building sustainable generosity. Sarah also reflects on the pivotal moment that led her to focus on empowering women through major life transitions and ensuring both spouses are engaged in financial conversations. This episode is a practical and personal look at moving from fear to freedom through intentional giving.
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🔗 Connect with Sarah:
Sarah’s LinkedIn: https://www.linkedin.com/in/sarah-baker-95046435/
