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.

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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.
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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>

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