The Greg O'Donnell Financial Hour

11/29/2025

11/28/2025

Charitable Giving: Strategies for Year End Planning

A quote often attributed to Winston Churchill is that “it is more agreeable to have the power to give than to receive.” The holiday season is a natural time to reflect on charitable giving and the role it can play as part of a comprehensive financial plan. Thoughtful charitable planning can not only support philanthropic goals, but increase tax efficiency as well. The question isn’t just whether to give, but how to give in ways that maximize both the impact on causes you care about and the benefits to your overall financial plan.

https://odfigroup.com/charitable-giving-strategies-for-year-end-planning/

11/26/2025

Small moves now mean less stress later.

11/26/2025

As Thanksgiving approaches, it’s a wonderful time to slow down, look around, and take stock of the blessings – big and small – that fill our lives. Gratitude has a way of grounding us, reminding us of what truly matters: the people we love, the moments that make us smile, and the opportunities that help us grow.

Whether you’re gathered around a crowded table or enjoying a quiet moment of reflection, may this season bring you warmth, connection, and peace. Here’s to appreciating where we are, how far we’ve come, and all that’s yet to come.

Happy Thanksgiving!

11/21/2025

One guide. More confident planning.

11/20/2025

Why Investors Can Be Thankful This Holiday Season

As the holiday season begins, it’s the perfect time to pause and appreciate what we have, both in our personal and financial lives. This is particularly important since investors tend to focus on what could go wrong rather than what has gone right. At the moment, with markets performing well, it’s helpful to reflect on the past year to gain perspective as new challenges and opportunities emerge.

https://odfigroup.com/why-investors-can-be-thankful-this-holiday-season/

11/19/2025

Myth: “I don’t need to plan for long-term care until I’m older.”

The future is unpredictable: A person will never be younger or (and for most people) healthier than they are right now.

Yes, older generations may need care. But cancer, strokes and accidents can happen
to younger people, too.

So, when’s an optimal time to plan for care? Before it’s actually needed.

11/18/2025

As Thanksgiving approaches, many of us take this time to reflect on what we're thankful for. Gratitude for family and good health are usually on the list, but some of us may have the added blessing of an