Give While You Live: Rethinking Generosity and Legacy Planning

In this eye-opening episode, Ben Taatjes challenges conventional wisdom about wealth transfer and charitable giving after attending a conference with like-minded financial professionals. Discover how the financial industry may be doing a disservice to both retirees and their intended beneficiaries by focusing on posthumous giving rather than strategic generosity during life. Drawing from his belief that 'dead people can't give money' and insights from Bill Perkins' book 'Die with Zero,' Ben explains how retirement planning and giving planning should work together to maximize impact while you're still alive to witness and experience the joy of generosity.

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This episode is 25 minutes long.

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This episode was published on October 10, 2025.

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