Giving is a joyful part of the holiday season, and retirement offers unique opportunities to make it meaningful.

How can retirees balance financial, personal, and charitable giving during the holidays? How can creative and intentional choices enhance the spirit of giving?

In this episode of Relax, It’s Retirement, Josh Leonard and Pete Belcastro discuss strategies for embracing the joy of giving in retirement, including financial tips, creative gift ideas, and charitable contributions. From smart tax planning to handmade gifts, this episode is packed with practical advice for a thoughtful and budget-friendly holiday season.

They Discuss:

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• The emotional and personal rewards of giving during retirement, including the value of sharing time and handmade gifts
  
• Creative and budget-conscious gift ideas, such as shared experiences and handmade items, to add meaning without overspending
  
• Charitable strategies like Qualified Charitable Distributions (QCDs) and donor-advised funds to maximize the impact of financial giving
  
• The importance of holiday traditions and how simple, shared activities can create lasting memories
  
• Year-end financial planning tips, including Roth conversions and tax-efficient
  
• And more!
  

Resources:

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• Schedule a meeting with the team
  
• December to Remember Car Commercial – SNL
  
• Christopher’s Kitchen
  
• Download our “7 Big Retirement Mistakes Checklist” to help avoid costly retirement mistakes!
  

Connect with Josh Leonard: 

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• jleonard@leonardadvisorygroup.com
  
• LinkedIn: Josh Leonard
  
• Leonard Advisory Group
  
• 412-998-PLAN
  
• YouTube: Leonard Advisory Group
  
• Facebook: Leonard Advisory Group
  

Connect with Pete Belcastro: 

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• LinkedIn: Pete Belcastro, CFP®
  
• pete@leonardadvisorygroup.com