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39: How To Talk To Your Parents About Their Retirement & Estate Plans

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Manage episode 400847401 series 3371673
内容由The Sugar Daddy Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 The Sugar Daddy Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Talking to your parents about money, and their retirement plan can be a daunting task. The reality is, if you don't do it while they are cognitively well and able, you will pay the price: in stacks of paperwork, lack of necessary information, and potentially, years of probate to settle their estate. Understanding what your parents' have as part of their retirement, can be a safeguard to ensure that YOU are not THEIR retirement plan.
Tune in as Jessica and Brandon candidly untangle the complexities of preparing for your parents' golden years. From organizing paperwork, and naming beneficiaries, to long-term care plans and disability insurance, this episode covers the practical and emotional side of speaking with your parents about their finances, and putting a plan in place for when they are no longer here.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe.

You can email us at: thesugardaddypodcast@gmail.com
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial

Schedule 30 minutes with Brandon

Please remember to subscribe, rate, and review.

  continue reading

章节

1. 39: How To Talk To Your Parents About Their Retirement & Estate Plans (00:00:00)

2. Talking to Parents About Finances (00:00:09)

3. Preparing for Parents' Financial Future (00:06:58)

4. Open Conversations About Finances With Parents (00:20:39)

84集单集

Artwork
icon分享
 
Manage episode 400847401 series 3371673
内容由The Sugar Daddy Podcast提供。所有播客内容(包括剧集、图形和播客描述)均由 The Sugar Daddy Podcast 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Talking to your parents about money, and their retirement plan can be a daunting task. The reality is, if you don't do it while they are cognitively well and able, you will pay the price: in stacks of paperwork, lack of necessary information, and potentially, years of probate to settle their estate. Understanding what your parents' have as part of their retirement, can be a safeguard to ensure that YOU are not THEIR retirement plan.
Tune in as Jessica and Brandon candidly untangle the complexities of preparing for your parents' golden years. From organizing paperwork, and naming beneficiaries, to long-term care plans and disability insurance, this episode covers the practical and emotional side of speaking with your parents about their finances, and putting a plan in place for when they are no longer here.
If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe.

You can email us at: thesugardaddypodcast@gmail.com
Be sure to connect with us on Instagram
Learn more about Brandon, and Oak City Financial

Schedule 30 minutes with Brandon

Please remember to subscribe, rate, and review.

  continue reading

章节

1. 39: How To Talk To Your Parents About Their Retirement & Estate Plans (00:00:00)

2. Talking to Parents About Finances (00:00:09)

3. Preparing for Parents' Financial Future (00:06:58)

4. Open Conversations About Finances With Parents (00:20:39)

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