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.

Today, Trent and Brandon break down the practical and emotional aspects of gifting during your lifetime versus leaving a legacy. They discuss how to prioritize your own financial security first and the risks to avoid before handing over large sums. You’ll also learn the ins and outs of annual gift tax limits, Qualified Charitable Distributions (QCDs), and how to support others without jeopardizing your own retirement. Stick around to hear why how you give may matter even more than how much you give.

Here’s some of what we discuss in this episode:

💸 Annual gifting limits and how couples can double the impact

🏠 Helping kids with home purchases or life transitions

🧾 Using QCDs for charitable giving with tax benefits

🧠 Emotional and financial readiness of recipients

🏥 Why protecting your spouse and planning for healthcare is key before giving

Contact:

Website: http://bradshawfp.com 

Email: office@bradshawfp.com

Call: 704-216-2260