Should You Gift Money While You’re Alive or Leave A Legacy?

You’ve worked hard, saved well, and now you’re thinking about giving back—maybe to your kids, your grandkids, or a cause you care about. But should you wait and pass that wealth on later, or give while you’re still around to enjoy the impact? Let’s talk about how to make that decision with confidence.

In this episode, Scott shares a thoughtful 4-step process to help you navigate one of the most meaningful decisions in retirement.

Here’s what we cover in this episode:

🛫 Why planning to “put your oxygen mask on first” is essential

🎯 Clarifying your motivations before giving

💸 How to give tax-smart and avoid costly surprises

🎁 Structuring your gifts based on how recipients handle money

 

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