Real Investment Advice Your Advisor Never Told You | EP. 37 скачать в хорошем качестве

Real Investment Advice Your Advisor Never Told You | EP. 37

In this episode, we sit down with Christa Hudak to explore what it really means to build wealth with purpose. Together, we dive into the heart of financial planning, starting with an often-overlooked foundation: generosity. We talk about how charitable giving can play a powerful role in wealth management, not just from a tax strategy standpoint, but as a reflection of your values and long-term vision. We also walk through different investment strategies, the importance of understanding the types of accounts you own, and how a financial advisor can help guide you through each stage of your financial journey. Throughout the conversation, we highlight how gratitude shapes financial decision-making and how strategic giving can create both impact and opportunity, including meaningful tax advantages. This episode is all about building a sustainable financial future while cultivating a spirit of generosity along the way. For more insights and resources, visit https://cocreatefinancial.com