At Goodwin Investment Advisory, generosity isn’t just something we talk about; it’s something we try to live out daily. That’s why we’re so thankful to have people like Dale Alexander on our team. Dale serves on our Investment Committee, and he brings more than just financial wisdom; he brings heart, humor, and a passion for helping others.

Dale and The Talk (about money)

If you haven’t read Dale’s book, The Talk (about money), you’re in for a treat. It’s written for young adults, but honestly, it’s a game-changer for anyone. The big idea? One decision about how you handle money can change everything. Dale has made it his mission to give that gift of knowledge away, literally—he’s already put over 150,000 copies (not a typo!) of his book into the hands of high school graduates across Georgia. All because he believes every young person deserves a head start on building a future of freedom and generosity.

Spreading generosity

We also recently had the privilege of having Dale on our Money PIG Podcast (yes, that’s really the name, and yes, we love it as it stands for Peace, Independence, and Generosity). Generosity is literally at the heart of our entire organization and values. Dale joined Tim to discuss his book, his passion for giving, and why generosity is more fun than hoarding. Listening to him, you can tell this isn’t just theory. Dale lives what he teaches.

Check out the Podcast titled, “The Ripple Effect of Generosity – with Dale Alexander”

Why does it matter to us?

Dale’s love for generosity fits perfectly with our values at Goodwin. Our founder and CEO, Tim Goodwin, has always believed money should be about more than numbers; it’s about impact. That’s why he built charitable planning into the services we offer our clients, and why he personally matches our team’s giving up to $500 per employee each year. It’s generosity in action.

When Dale and Tim are combined, you have two leaders who see money as a tool to create more freedom, joy, and opportunities to give.

“Honestly, that’s what makes our work so fulfilling. We are helping people not only grow their wealth but also use it to live generously and leave a legacy.”

We’re honored to have Dale Alexander at our table, not just because of his sharp financial mind, but because of his big, generous heart. Around here, we believe generosity multiplies, and Dale is proof of that.

For personalized financial guidance, schedule an intro call with our team at Goodwin Investment Advisory in Woodstock, GA. Our CFP® professionals can provide advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy!

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