Capitalist Investor
Strategic Wealth Partners
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How Strategic Giving Shapes Your Retirement and Your Legacy
In this episode of The Capitalist Investor, Derek and Dave break down what smart philanthropy really looks like inside a long–term wealth plan. Giving isn’t just something you do at the end of the year. When you build giving into your plan with intention, it can lower taxes, support causes you believe in, and shape the legacy you want your family to carry on. They walk through donor advised funds, qualified charitable distributions, the warm hands vs cold hands conversation, and the timing mistakes that cost families impact and control. If you’re nearing retirement or already in it, and you’ve ever wondered how giving fits into the big picture, this episode is a great place to start.
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