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May 29, 2025 56 min

Gifting: Now or Later

from The Financial Beat with Logan Sadler

Obviously, your first priority with your retirement savings during your working years should be making sure you've saved enough for retirement. But for many people, saving more than enough and leaving a legacy to future generations is also an important goal. And sometimes it's nice to enjoy using those resources now to help the future generations, because now is when you're able to see and experience the benefits of those gift. So…are you better off to do gifting now or later? Let's discuss some things you should consider… Contact Information: Website: http://www.ruggierifinancial.com/ Phone: 888-823-7526

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Gifting: Now or Later

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This episode is 56 minutes long.

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This episode was published on May 29, 2025.

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