To Gift Or Not To Gift? That Is The Question.

25/09/2024 33 min
To Gift Or Not To Gift? That Is The Question.

Listen "To Gift Or Not To Gift? That Is The Question."

Episode Synopsis

Send us a textIt's Season 10! Thank you all for tuning in all these years!!! In our season premiere, we dive into a thought-provoking topic: passing down your wealth while you're still around to see it make a difference. Should you consider gifting part of your children’s inheritance now, rather than waiting until after you’re gone? We discuss the emotional and financial impacts, practical benefits, and potential pitfalls of giving early, with insights from financial advisors, Grant Bell and Tyson Macmillan from TD Wealth.Whether it’s to help with a home, education, or just to see your loved ones enjoy their future today, we’ll explore why gifting might be a fulfilling, life-changing choice—for you and your family. Tune in for a candid, heartfelt conversation that could reshape how you think about your legacy!Connect with Grant Bell via email at [email protected] with Tyson Macmillan via email at [email protected] Barb on Instagram @barbjanet .If you like our show, make sure you follow us on your favourite Podcast player. Feel free to rate and review our show and tell us what you'd like to hear, and what other topics you'd like Barb to explore!

More episodes of the podcast "What's Next? Conversations with Boomers"