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, Scott shares a thoughtful 4-step process to help you navigate one of the most meaningful decisions in retirement.

Here’s what we cover in this episode:

🛫 Why planning to “put your oxygen mask on first” is essential

🎯 Clarifying your motivations before giving

💸 How to give tax-smart and avoid costly surprises

🎁 Structuring your gifts based on how recipients handle money

💼 Want expert help in planning for your financial future?

Apply for a consultation here 👉 https://calendly.com/erg-kc/introductory-phone-call-with-erg

📞 Call us: 913-393-4724

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📚🛠️ Check out Scott’s book, Exceptional Retirement, and Retirement Toolkit

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A little hope is good for the soul, but when it comes to retirement planning, wishful thinking can lead to serious financial mistakes. Today, Sean’s walking through five common examples of wishful thinking that can quietly damage your retirement and how you can build a plan that protects your future instead of relying on luck.

Here’s what we discuss in this episode:

💸 Why relying only on investment interest could cut your income short

🧾 The truth about taxes in retirement

🚗 Why “every day is Saturday” might wreck your spending plan

📉 How past investment success can create a false sense of security

👪 The emotional and financial risks of assuming kids will “help out”

Schedule a 15-minute consultation:  https://calendly.com/erg-slc/15minutediscoverycall

Get your free copy of “Rounding Third:”  http://rounding-third.elevatemyretirement.com/

Contact us:

(801) 639-0095

slee@erg-slc.com