We kicked off this episode with a great question: What's a purchase you've never regretted? That surprising discussion then led us into a much deeper topic: gifting, legacy, and charitable giving. We unpack how intentional gifting can actually be a core part of your financial plan, aligning your money with your personal values. Colin and Wheeler break down various strategies for giving, including the annual exclusion amount for family and friends , options like super funding a 529 for college...
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We kicked off this episode with a great question: What's a purchase you've never regretted? That surprising discussion then led us into a much deeper topic: gifting, legacy, and charitable giving. We unpack how intentional gifting can actually be a core part of your financial plan, aligning your money with your personal values. Colin and Wheeler break down various strategies for giving, including the annual exclusion amount for family and friends , options like super funding a 529 for college...
Episode 29- The Compounding Impact of Intentional Gifting
Compound Growth
59 minutes
5 days ago
Episode 29- The Compounding Impact of Intentional Gifting
We kicked off this episode with a great question: What's a purchase you've never regretted? That surprising discussion then led us into a much deeper topic: gifting, legacy, and charitable giving. We unpack how intentional gifting can actually be a core part of your financial plan, aligning your money with your personal values. Colin and Wheeler break down various strategies for giving, including the annual exclusion amount for family and friends , options like super funding a 529 for college...
Compound Growth
We kicked off this episode with a great question: What's a purchase you've never regretted? That surprising discussion then led us into a much deeper topic: gifting, legacy, and charitable giving. We unpack how intentional gifting can actually be a core part of your financial plan, aligning your money with your personal values. Colin and Wheeler break down various strategies for giving, including the annual exclusion amount for family and friends , options like super funding a 529 for college...
