What if your legacy could shape three generations—without waiting until you're gone? In this episode, Gary Garland explores the evolving mindset around giving while living, from skipping a generation in estate planning to the emotional and financial impact of gifting now versus later. He shares practical strategies like 529 plans, trusts, and tax-loss harvesting, while also reflecting on what retirement really means beyond the numbers. Whether you're planning for your grandkids or just trying to make sense of your own next chapter, this episode offers insight with heart and humor.
Click here to schedule your free conversation with Gary for a comprehensive review on tax reduction, investment optimization, and improvement or call 732-751-4677.
Listen to “Your Retirement, Your Way” with Gary Garland every Sunday at 8 a.m. on 92.7FM/1310 AM WOBM and wobm.com. Have ideas or questions for the show? Email info@iwfamily.com or send Integrated Wealth Solutions a message on Facebook!
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