AskSusan: November Deep-Dive Video: How to Give Meaningfully While Protecting Your Retirement
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Many high-net-worth individuals struggle with the same question: How can I be generous and give to causes I believe in without jeopardizing my financial security? It’s the tension between wanting to make a difference and needing to protect your future.
In this AskSusan deep-dive, Susan Stiles explores the triad that matters most: Giving, Legacy, and Security. She shows you how these three aren’t competing priorities—they work together when you have the right framework.
You’ll discover how to determine what’s safe to give, how to create a lasting legacy that reflects your values, and how to enjoy the satisfaction of seeing your generosity at work during your lifetime. Because being thankful for what you have means being intentional about how and when you share it.
Whether you’re thinking about charitable giving, family wealth transfer, or creating a philanthropic legacy, this conversation will give you clarity and confidence.
