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Contenido proporcionado por The Sugar Daddy Podcast. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Sugar Daddy Podcast o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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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
Contenido proporcionado por The Sugar Daddy Podcast. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Sugar Daddy Podcast o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

Capíttulos

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)

73 episodios

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iconCompartir
 
Manage episode 400847401 series 3371673
Contenido proporcionado por The Sugar Daddy Podcast. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Sugar Daddy Podcast o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.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

Capíttulos

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)

73 episodios

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