Jul 28, 2026 · 41 min · 10 segments
Hosted by elder law and estate planning attorney Kevin Tharpe and financial advisor Gary Anderson
Kevin TharpHostGary AndersonHostIf you're over age 73, there's a very good chance you are, especially if you're into giving.
But we want to talk today about something that is overlooked probably more so than a lot of things that I've ever seen.
And most people, when you talk about charitable giving, they think about writing a check.
But what if I told you there was a way that you could accomplish the very same goal and really it's something that fits more into your entire retirement plan, but also can really save you on taxes as well.
So we want to talk about ways that you can continue to support the organizations you love while becoming an even better steward of the resources you've spent decades building.
So this is a pretty neat thing because a lot of times people are thinking, OK, I still want to be able to give to my church.
and then there's this little thing that comes along later that doesn't require anything doesn't require big legal documents not clever tax strategies anything else it's really just about thoughtful planning because retirement planning has never really been about money i've mentioned this in other shows it's never about money money is just the tool retirement planning is about creating the life you've imagined taking care of the people you love and leaving the kind of legacy that reflects your values.
As always, before we begin, I just want to let people know this is educational.
I just want you to have this information because you're armed with information.
If you're over age 73, there's a very good chance you are, especially if you're into giving.
But we want to talk today about something that is overlooked probably more so than a lot of things that I've ever seen.
And most people, when you talk about charitable giving, they think about writing a check.
But what if I told you there was a way that you could accomplish the very same goal and really it's something that fits more into your entire retirement plan, but also can really save you on taxes as well.
So we want to talk about ways that you can continue to support the organizations you love while becoming an even better steward of the resources you've spent decades building.
So this is a pretty neat thing because a lot of times people are thinking, OK, I still want to be able to give to my church.
and then there's this little thing that comes along later that doesn't require anything doesn't require big legal documents not clever tax strategies anything else it's really just about thoughtful planning because retirement planning has never really been about money i've mentioned this in other shows it's never about money money is just the tool retirement planning is about creating the life you've imagined taking care of the people you love and leaving the kind of legacy that reflects your values.
As always, before we begin, I just want to let people know this is educational.
I just want you to have this information because you're armed with information.
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