Build Enduring Wealth for Retirement Course
Episode 8
Give it and grow.
Generosity can be a meaningful part of retirement, when it is connected to the resources, values, and future you want to protect.
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Give It and Grow
Marco explores charitable giving as a coordinated, values-based part of a retirement plan.
Watch on YouTube →Episode 8 Companion Workbook
Make generosity part of the full plan.
The Give It and Grow workbook helps you turn charitable giving from a series of transactions into a coordinated, values-based strategy.
Use it to connect values, cash flow, taxes, appreciated assets, and legacy while keeping retirement security in view.
The Lesson
Let generosity support the life and legacy you value.
Giving can be one of the most meaningful financial choices you make. It can also affect cash flow, taxes, investments, and the legacy you leave behind.
In Episode 8, Marco Lima, CFP® helps you explore how charitable giving can work alongside the rest of your retirement plan.
In This Episode
See how generosity fits into the full picture.
- How charitable giving can fit into a retirement plan
- Why generosity works best when connected to values and cash flow
- How tax-aware giving can affect the bigger picture
- The role of appreciated assets and legacy priorities
- Why retirement security belongs in every giving conversation
- Practical questions for a coordinated generosity strategy
Featured Topics
The Central Question
Values-Based Giving
Cash Flow and Generosity
Tax-Aware Giving
Appreciated Assets
Legacy Planning
Action Checklist
The Full Course
Your 9-episode retirement roadmap.
Follow the complete Build Enduring Wealth for Retirement series, one connected decision at a time.
Continue the Course
Keep connecting the full picture.
Each lesson adds another practical perspective for thinking through the decisions that shape retirement.
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