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, Dennis walks through the key financial and emotional factors that go into smart gifting.

Here’s some of what we discuss in this episode:

🎁 Giving without sacrificing your own financial security

📅 Why timing your gifts could make a bigger impact

🔍 Questions to ask before you give

🏦 Tax-smart planning for charitable giving

👨‍👩‍👧‍👦 Making sure your money goes to the right places

Organizations Faith 401k Supports

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