In this episode, host Joe Pantozzi and guest Bryan Thompson explore how smart planning can help you create a legacy that truly matters. Discover practical ways to support causes close to your heart while still providing security for your family. 

Joe and Bryan discuss how simple shifts in mindset and strategy can multiply your impact and teach the next generation the value of generosity.

If you want to make your money work harder - for you and for others - this episode is packed with insightful stories and easy-to-apply advice.

Show Highlights

• Have you ever thought about creating a legacy? [01:37]
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• Discover the art of gifting smartly to maximize advantage [03:28]
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• Do you know the wisdom of Nelson’s Rule number 06? [04:52]
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• Why are people unable to save 50% of their income? [06:27]
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• How can we instill a spirit of generosity in our kids? [08:44]
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• Learn to talk to your kids about the real purpose of money [12:03]
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• Are you maximizing your impact with Smart Giving? [15:15]

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