Should you give your children part of their inheritance while you’re still alive? In this episode of Retirement With/On Purpose, host Trevor Lawson explores the concept of a living inheritance—what it means, how it works, and whether it might be right for your family. Drawing from an article, Pros and Cons of a Living Inheritance by Randy Fox, and real-world client experiences, Trevor walks through the potential pros like tax benefits, shared experiences, and meaningful financial relief, as well as important considerations like family dynamics, over-gifting, and preserving your own financial security. Tune in for practical insights on how to give intentionally, not just generously.

Pros and Cons of a Living Inheritance by Randy Fox.

For more information and resources, visit Trevor-Lawson.com.

Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.

What can you do now to make your estate plan simpler—and easier—for your heirs to manage later? In this episode of Retirement With/On Purpose, host Trevor Lawson shares five practical estate planning tips inspired by a recent Wall Street Journal article. From keeping documents updated and addressing digital assets, to assigning sentimental personal property and avoiding future family conflict, these small but intentional steps can have a big impact. Whether you're nearing retirement or already there, this episode will help you think ahead so your legacy is preserved—and your loved ones are protected.

Five Things to Do Now to Make Your Estate Simpler for Your Heirs by Cheryl Winokur Munk

For more information and resources, visit Trevor-Lawson.com.

Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.

Is working with a financial advisor really worth it if they’re not “beating the market”? In this episode of Retirement With/On Purpose, host Trevor Lawson reframes the true value of a financial advisor—beyond just portfolio performance. Drawing from Vanguard’s Advisor Alpha framework, Trevor breaks down six key ways advisors can add measurable value, including proper asset allocation, cost-effective implementation, tax-efficient investing, and, perhaps most importantly, behavioral coaching. Whether you’re already retired or planning for it, tune in to discover how a trusted advisor can help you stay focused, disciplined, and financially confident through every market cycle.

Read more about Vanguard's Advisor's Alpha here.

For more information and resources, visit Trevor-Lawson.com.

Retirement With/On Purpose is hosted by Trevor Lawson and produced by Earfluence.