EPISODE · Jul 10, 2025 · 13 MIN
Should You Gift Money While You’re Alive or Leave A Legacy?
from Dollars With Dennis · host Dennis Horr
You’ve worked hard, saved well, and now you’re thinking about giving back, maybe to your kids, your grandkids, or a cause you care about. But should you wait and pass that wealth on later, or give while you’re still around to enjoy the impact? Let’s talk about how to make that decision with confidence. In this episode, Dennis walks through the key financial and emotional factors that go into smart gifting.Here’s some of what we discuss in this episode:🎁 Giving without sacrificing your own financial security📅 Why timing your gifts could make a bigger impact🔍 Questions to ask before you give🏦 Tax-smart planning for charitable giving👨👩👧👦 Making sure your money goes to the right placesOrganizations Faith 401k Supportshttps://www.faith401kmgmt.com/Time,-Talent-and-Treasure.10.htmOur website: https://www.401k.faithPhone: (513) 898-1897Contact our team: https://www.faith401kmgmt.com/contact_us/Book an Introductory Meeting: https://www.faith401kmgmt.com/contact_us/Check out our no-cost financial flipbooks here: https://www.faith401kmgmt.com/learning_center/flipbooks/Join one of our upcoming events: https://www.faith401kmgmt.com/events.htmCheck out our online calculators: https://www.faith401kmgmt.com/learning_center/calculators/Check us out on YouTube: https://www.youtube.com/channel/UCpuK6WuipFhXBxujjM6nl7gFacebook: https://www.facebook.com/profile.php?id=100063561056644LinkedIn: https://www.linkedin.com/in/dennis-horr-2ba3714/X: https://x.com/dennishorr
What this episode covers
You’ve worked hard, saved well, and now you’re thinking about giving back, maybe to your kids, your grandkids, or a cause you care about. But should you wait and pass that wealth on later, or give while you’re still around to enjoy the impact? Let’s talk about how to make that decision with confidence. In this episode, Dennis walks through the key financial and emotional factors that go into smart gifting. Here’s some of what we discuss in this episode: 🎁 Giving without sacrificing your own f...
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Should You Gift Money While You’re Alive or Leave A Legacy?
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