In this festive episode, host Melissa Joy, CFP®️, dives into the world of holiday giving with a twist. The focus is on gifts that aren't just thoughtful but also contribute to financial wellness. Melissa Joy opens the discussion by sharing her excitement for the holiday season and the importance of meaningful gift-giving. She emphasizes how charitable gifts can teach younger generations about compassion and empathy. Need something in the next week? How about financial gifts like gifting stocks, subscriptions to budgeting apps or services from financial planners or coaches? This episode is a must listen for a unique take on holiday gift-giving, emphasizing gifts that contribute to financial literacy and wellness, thereby leaving a lasting impact.

Resources:

• Listen to Episode 195: Maximizing the Impact of Charitable Giving with Melissa Joy.
• Read How to give the gift of a Roth IRA.
• Michigan 529 plans have a whole page on how to gift to a 529.
• Save Spend Donate Invest piggy bank.
• Trust and Will digital estate planning solution with 10% discount.
• Help a family member create a book with stories from their life with Storyworth

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