Скачать или смотреть Giving While Living: How to Build Your Legacy Today

☎️ Questions? Call or text Rob and Archie at 304-876-2619 or reach them at https://www.hoxtonpm.com

🗓️ If you'd like to chat with Rob or Archie further, please schedule a consultation: https://calendly.com/archiehoxton/las...

CFP Professional Archie Hoxton and financial advisor Jimmy Sutch dive into the strategy of “giving while living”—sharing your wealth with loved ones or charities during your lifetime instead of waiting until after you’ve passed.

They break down:
✅ The emotional fulfillment of seeing your generosity impact children, grandchildren, and causes you care about.
✅ How giving early can reduce family conflict later.
✅ Key financial benefits: annual gift exclusions, tax advantages of gifting appreciated assets, and smart charitable tools like donor-advised funds and qualified charitable distributions (QCDs).
✅ Pitfalls and important considerations before making major gifts.

If you’re thinking about your legacy, estate planning, or charitable giving, this is a must-listen conversation.

🎧 Tune in to learn how to give smarter, maximize impact, and build meaning into your financial plan.

Subscribe for more weekly insights to help you retire—and stay retired—on your own terms!

00:00 Introduction
04:37 Generational Impact and Family Legacy
07:45 Estate Planning: Control and Benefits
10:33 Tax-Free IRA Charity Contributions
13:45 Future Risks of Nest Egg Depletion

Get their book!
Think Ahead: Ten Reasons Why You Need a Financial Planner by Rob Hoxton and Julia Connell - https://hoxtonpm.com/think-ahead-book/

Call or text Hoxton Planning & Management: +1 (304) 876-2619 and visit their website www.hoxtonpm.com

Listen in on conversations with CFP Professionals Archie and Rob Hoxton as they share weekly wisdom to help you retire and stay retired. Have you ever wondered what it will feel like when you get your last paycheck? Whether it’s excitement, anxiety, or anything in between, this show is for you.

Visit:
http://www.thelastpaycheck.com

You can also listen to Last Paycheck on
Apple Podcasts:
https://podcasts.apple.com/us/podcast...

Spotify:
https://open.spotify.com/show/1TmzPXE...