Better Together Ep 34: Financial Giving & Legacy w/ Patrick Andrews

Financial planning isn't just about retirement—it's also about the legacy you leave behind. In this episode, Steph Cain sits down with certified financial planner Patrick Andrews of Wisdom Wealth & Abundance to discuss practical ways anyone can incorporate charitable giving into their financial plan. From annual giving and appreciated stock to legacy gifts and tax-smart strategies, Patrick explains how thoughtful planning can maximize both your impact and potential tax benefits. Most importantly, he shares why you don't have to be wealthy to give back—charitable giving is for everyone, and every gift makes a difference. To learn more or discuss your own financial and charitable giving goals, contact Patrick Andrews at [email protected] or 812-379-1120.