What do Super Bowl tickets, a label maker, and a $6.5 million surprise have in common? They all reveal how gifting—done right or wrong—can shape a legacy. In this episode of Guard Your Savings, host and insurance professional Dolph Janis unpacks the emotional and financial layers of legacy planning. From overlooked beneficiary updates to the hidden costs of generosity, Dolph explores how thoughtful preparation can turn a gift into a lasting blessing. Whether you're passing down a business, or a binder, this conversation will get you thinking about what—and how—you leave behind.

 

Schedule a 20 min., complimentary “Ask Anything” session with Dolph here or call 704-919-0149.

Learn more about Dolph’s book “Cross the Bridge to Retirement” here.

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