From the Heart and the Wallet: Charitable Giving That Makes Sense

Did you know that individuals who give to charity are more likely to feel happy, satisfied, and a higher sense of purpose? In this eye-opening episode of Couchside Conversations, financial advisors Beau Wirick and Patrice Bening explore the real meaning behind generosity, different giving styles, and how to optimize your tax strategy. Tune in if you're interested in…• Making giving a consistent (and joyful) part of your financial plan• Finding clarity on what to support—and why it matters• Teaching your kids or grandkids the value of generosity• Exploring donor-advised funds, appreciated stock strategies, and legacy giving• Understanding how giving back can strengthen your sense of community