Buska Gives Back/Gradient Gives Back | Financially Speaking | Ep. 277

Описание: Buska Gives Back/Gradient Gives Back | Financially Speaking | Ep. 277

In this episode of Financially Speaking, Ryan Connor of Buska Retirement Solutions is joined by special guest Brian Lucius of Gradient Financial Group and co-host Tony Shore to discuss the powerful impact of charitable giving in retirement. While financial planning often focuses on markets and portfolios, this conversation highlights something even more meaningful—using your success to make a lasting difference in your community. Ryan and Brian share how retirees can incorporate smart charitable giving strategies into their financial plans, including tax-efficient tools like Qualified Charitable Distributions (QCDs), legacy planning techniques, and ways to maximize the impact of your donations. The episode also spotlights Gradient Gives Back and Buska Gives Back, programs dedicated to helping families facing unexpected hardships by covering up to 12 months of mortgage or rent payments. You’ll hear how these initiatives provide not just financial relief, but hope and stability to families navigating medical crises, loss of income, or tragic life events. With over a decade of local involvement and more than $1 million in housing payments provided nationwide, the impact has been life-changing for recipients and communities alike. If you’d like to nominate a family in need, contribute to the mission, or explore how charitable giving can be integrated into your retirement plan, the Buska team is here to help.

Please note: The information in this video is accurate as of 03/03/2026. Please verify details, as they may have changed since the recording date.

Learn more at https://retirewithbuska.com or call 715-355-4445 to schedule a complimentary consultation.

Learn more at https://retirewithbuska.com or call 715-355-4445 to schedule a complimentary consultation.

Timestamps:
00:00 - Introduction and episode overview
02:15 - Hockey talk and opening banter
05:10 - Purposeful retirement and “pre-legacy” giving
08:20 - The origin of Gradient Gives Back (2009)
11:45 - How the program helps families in crisis
16:30 - Local impact through Buska Gives Back
20:40 - Real-life family stories and community response
27:15 - How to nominate a family or get involved
30:10 - Tax-smart charitable giving strategies in retirement
35:40 - Additional community involvement and partnerships
39:30 - Final thoughts and how to connect