What do Super Bowl tickets, a label maker, and a $6.5 million surprise have in common? They all reveal how gifting—done right or wrong—can shape a legacy. In this episode of Guard Your Savings, host and insurance professional Dolph Janis unpacks the emotional and financial layers of legacy planning. From overlooked beneficiary updates to the hidden costs of generosity, Dolph explores how thoughtful preparation can turn a gift into a lasting blessing. Whether you're passing down a business, or a binder, this conversation will get you thinking about what—and how—you leave behind.

 

Schedule a 20 min., complimentary “Ask Anything” session with Dolph here or call 704-919-0149.

Learn more about Dolph’s book “Cross the Bridge to Retirement” here.

Facebook | YouTube | Instagram | X

What do Super Bowl tickets, a label maker, and a $6.5 million surprise have in common? They all reveal how gifting&mdash;done right or wrong&mdash;can shape a legacy. In this episode of Guard Your Savings, host and insurance professional Dolph Janis unpacks the emotional and financial layers of legacy planning. From overlooked beneficiary updates to the hidden costs of generosity, Dolph explores how thoughtful preparation can turn a gift into a lasting blessing. Whether you're passing down a business, or a binder, this conversation will get you thinking about what&mdash;and how&mdash;you leave behind.
&nbsp;
Schedule a 20 min., complimentary &ldquo;Ask Anything&rdquo; session with Dolph <a href="https://calendly.com/dolphjanis/20-min-ask-anything-session?back=1&amp;month=2024-07">here</a> or call 704-919-0149.
Learn more about Dolph&rsquo;s book &ldquo;Cross the Bridge to Retirement&rdquo; <a href="https://clearincomeforlife.com/resources/complimentary-books-and-handouts/">here</a>.
<a href="https://www.facebook.com/ClearIncomeStrategies">Facebook</a> | <a href="https://www.youtube.com/channel/UCB7RU0ZBj7W-VgOMisrLe5w">YouTube</a> | <a href="https://www.instagram.com/clearincomestrategiesgroup_/">Instagram</a> | <a href="https://x.com/clear_income">X</a>

Learning how to guard your savings for a comfortable retirement just got easier. Dolph Janis of Clear Income Strategies created the Guard Your Savings Podcast so that you can now access valuable, insightful, and entertaining content centered around all things retirement strategy and saving wherever you go! In each episode, host Dolph Janis will discuss today’s most relevant and concerning financial topics like how to plan your retirement income, your legacy planning options, Social Security, and more.

Whether you’re approaching retirement, already retired, or just thinking about your future, Guard Your Savings Podcast is here to deliver timely information that can help you navigate the ever-changing retirement landscape with greater confidence. Tune into the Guard Your Savings Podcast for a new episode every week and take the next step in guarding your savings!

For more information or to reach Dolph Janis, go to www.guardyoursavings.com

Learning how to guard your savings for a comfortable retirement just got easier. Dolph Janis of Clear Income Strategies created the Guard Your Savings Podcast so that you can now access valuable, insightful, and entertaining content centered around all things retirement strategy and saving wherever you go! In each episode, host Dolph Janis will discuss today’s most relevant and concerning financial topics like how to plan your retirement income, your legacy planning options, Social Security, and more.
Whether you’re approaching retirement, already retired, or just thinking about your future, Guard Your Savings Podcast is here to deliver timely information that can help you navigate the ever-changing retirement landscape with greater confidence. Tune into the Guard Your Savings Podcast for a new episode every week and take the next step in guarding your savings!
For more information or to reach Dolph Janis, go to <a href="http://www.guardyoursavings.com">www.guardyoursavings.com</a>

Guard Your Savings Podcast

Learning how to guard your savings for a comfortable retirement just got easier. Dolph Janis of Clear Income Strategies created the Guard Your Savings Podcast so that you can now access valuable, insightful, and entertaining content centered around all things retirement strategy and saving wherever you go! In each episode, host Dolph Janis will discuss today’s most relevant and concerning financial topics like how to plan your retirement income, your legacy planning options, Social Security, and more.

Whether you’re approaching retirement, already retired, or just thinking about your future, Guard Your Savings Podcast is here to deliver timely information that can help you navigate the ever-changing retirement landscape with greater confidence. Tune into the Guard Your Savings Podcast for a new episode every week and take the next step in guarding your savings!

 

To Learn more, go to www.guardyoursavings.com

Learning how to guard your savings for a comfortable retirement just got easier. Dolph Janis of Clear Income Strategies created the Guard Your Savings Podcast so that you can now access valuable, insightful, and entertaining content centered around all things retirement strategy and saving wherever you go! In each episode, host Dolph Janis will discuss today&rsquo;s most relevant and concerning financial topics like how to plan your retirement income, your legacy planning options, Social Security, and more.
Whether you&rsquo;re approaching retirement, already retired, or just thinking about your future, Guard Your Savings Podcast is here to deliver timely information that can help you navigate the ever-changing retirement landscape with greater confidence. Tune into the Guard Your Savings Podcast for a new episode every week and take the next step in guarding your savings!
&nbsp;
To Learn more, go to <a href="https://www.guardyoursavings.com">www.guardyoursavings.com</a>

The Label Maker Legacy: What Seinfeld Got Right About Gifting

Is your financial checklist ready for the end of the year? In this episode of Guard Your Savings, Dolph Janis shares practical tips for wrapping up 2025—from maximizing retirement contributions and RMDs to making charitable gifts and updating beneficiaries. Discover why small habits, monthly reviews, and a spirit of generosity can make a big difference in your financial future. Dolph shares real-life stories, budgeting strategies, and the importance of planning ahead—so you can enter the new year prepared and inspired. For more resources or to schedule a complimentary consultation, visit guardyoursavings.com.

 

Schedule a 20 min., complimentary “Ask Anything” session with Dolph here or call 704-919-0149.

Learn more about Dolph’s book “Cross the Bridge to Retirement” here.

Facebook | YouTube | Instagram | X

Is your financial checklist ready for the end of the year? In this episode of Guard Your Savings, Dolph Janis shares practical tips for wrapping up 2025&mdash;from maximizing retirement contributions and RMDs to making charitable gifts and updating beneficiaries. Discover why small habits, monthly reviews, and a spirit of generosity can make a big difference in your financial future. Dolph shares real-life stories, budgeting strategies, and the importance of planning ahead&mdash;so you can enter the new year prepared and inspired. For more resources or to schedule a complimentary consultation, visit guardyoursavings.com.
&nbsp;
Schedule a 20 min., complimentary &ldquo;Ask Anything&rdquo; session with Dolph <a href="https://calendly.com/dolphjanis/20-min-ask-anything-session?back=1&amp;month=2024-07">here</a> or call 704-919-0149.
Learn more about Dolph&rsquo;s book &ldquo;Cross the Bridge to Retirement&rdquo; <a href="https://clearincomeforlife.com/resources/complimentary-books-and-handouts/">here</a>.
<a href="https://www.facebook.com/ClearIncomeStrategies">Facebook</a> | <a href="https://www.youtube.com/channel/UCB7RU0ZBj7W-VgOMisrLe5w">YouTube</a> | <a href="https://www.instagram.com/clearincomestrategiesgroup_/">Instagram</a> | <a href="https://x.com/clear_income">X</a>

Small Habits, Big Impact: Preparing Your Finances for 2026

Nearly 80% of women will become the sole financial decision-maker in their household—often decades sooner than expected. In this episode of Guard Your Savings, Dolph Janis shares eye-opening statistics and practical advice for women facing widowhood and financial independence. Discover why long-term planning matters, how to build trust with advisors, and strategies for creating guaranteed income and peace of mind. Dolph discusses the emotional and financial realities of managing money alone and why having honest conversations today can make all the difference tomorrow. Connect with Dolph at guardyoursavings.com for more resources.

 

Schedule a 20 min., complimentary “Ask Anything” session with Dolph here or call 704-919-0149.

Learn more about Dolph’s book “Cross the Bridge to Retirement” here.

Facebook | YouTube | Instagram | X

Nearly 80% of women will become the sole financial decision-maker in their household&mdash;often decades sooner than expected. In this episode of Guard Your Savings, Dolph Janis shares eye-opening statistics and practical advice for women facing widowhood and financial independence. Discover why long-term planning matters, how to build trust with advisors, and strategies for creating guaranteed income and peace of mind. Dolph discusses the emotional and financial realities of managing money alone and why having honest conversations today can make all the difference tomorrow. Connect with Dolph at guardyoursavings.com for more resources.
&nbsp;
Schedule a 20 min., complimentary &ldquo;Ask Anything&rdquo; session with Dolph <a href="https://calendly.com/dolphjanis/20-min-ask-anything-session?back=1&amp;month=2024-07">here</a> or call 704-919-0149.
Learn more about Dolph&rsquo;s book &ldquo;Cross the Bridge to Retirement&rdquo; <a href="https://clearincomeforlife.com/resources/complimentary-books-and-handouts/">here</a>.
<a href="https://www.facebook.com/ClearIncomeStrategies">Facebook</a> | <a href="https://www.youtube.com/channel/UCB7RU0ZBj7W-VgOMisrLe5w">YouTube</a> | <a href="https://www.instagram.com/clearincomestrategiesgroup_/">Instagram</a> | <a href="https://x.com/clear_income">X</a>

Widowed Before 60: The Financial Wake-Up Call No One Expects

What if the biggest fear in retirement isn’t running out of money—but spending it? In this episode of Guard Your Savings, host and insurance professional Dolph Janis unpacks the emotional weight of “plutophobia”—the fear of money—and how it shows up when the paychecks stop. From go-go years to no-go seasons, they explore how mindset, planning, and confidence shape the retirement experience. With stories, analogies, and a few Seinfeld references, this episode offers a candid look at how to live well today without fearing tomorrow.

 

Schedule a 20 min., complimentary “Ask Anything” session with Dolph here or call 704-919-0149.

Learn more about Dolph’s book “Cross the Bridge to Retirement” here.

Facebook | YouTube | Instagram | X

What if the biggest fear in retirement isn&rsquo;t running out of money&mdash;but spending it? In this episode of Guard Your Savings, host and insurance professional Dolph Janis unpacks the emotional weight of &ldquo;plutophobia&rdquo;&mdash;the fear of money&mdash;and how it shows up when the paychecks stop. From go-go years to no-go seasons, they explore how mindset, planning, and confidence shape the retirement experience. With stories, analogies, and a few Seinfeld references, this episode offers a candid look at how to live well today without fearing tomorrow.
&nbsp;
Schedule a 20 min., complimentary &ldquo;Ask Anything&rdquo; session with Dolph <a href="https://calendly.com/dolphjanis/20-min-ask-anything-session?back=1&amp;month=2024-07">here</a> or call 704-919-0149.
Learn more about Dolph&rsquo;s book &ldquo;Cross the Bridge to Retirement&rdquo; <a href="https://clearincomeforlife.com/resources/complimentary-books-and-handouts/">here</a>.
<a href="https://www.facebook.com/ClearIncomeStrategies">Facebook</a> | <a href="https://www.youtube.com/channel/UCB7RU0ZBj7W-VgOMisrLe5w">YouTube</a> | <a href="https://www.instagram.com/clearincomestrategiesgroup_/">Instagram</a> | <a href="https://x.com/clear_income">X</a>

The Label Maker Legacy: What Seinfeld Got Right About Gifting

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