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.

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

Watch on YouTube: https://youtu.be/Gg1O2imkVOU

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

Last Paycheck contains general information that is not suitable for everyone and was prepared for informational purposes only. Nothing contained in the presentation should be construed as a solicitation to buy or sell any security or as an offer to provide investment advice. Archie and Rob are investment advisor representatives of Hoxton Planning and Management LLC, a registered investment advisor.