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1-23-26 The Hardest Part of Legacy Planning - Starting the Conversation

EPISODE · Jan 23, 2026 · 39 MIN

1-23-26 The Hardest Part of Legacy Planning - Starting the Conversation

from The Real Investment Show (Full Show) · host Lance Roberts

Most people think the hardest part of legacy planning is legal documents, estate taxes, or complex strategies. In reality, the most difficult part is much simpler—and more uncomfortable: starting the conversation. Richard Rosso and Jonathan McCarty discuss why these conversations are so difficult, why avoiding them creates greater risk for families...and offer a starting point solution. 0:00 INTRO 0:19 - Punxsutawny Ted Cruz & Texas Winters 1:47 - The Hardest Part About Legacy Planning 3:20 - When You Have Kids... 5:57 - The Basics of Health Directives 7:25 - The Five Wishes process 10:25 - Wish-1 - Who Makes Healthcare Decisions for You? 14:29 - Wish-2 - What Kind of Care? 17:10 - Organ Donation & EOL Planning 20:45 - Wish-3 - How Comfortable to You Want to Be? 21:28 - Wish-4 - How Do You Want People to Treat You? 23:15 - Wish-5 - What I Want Loved-ones to Know 25:43 - A Wealth of Knowledge at AgingWithDignity.org 29:03 - How to Have The Conversation 33:57 - Do Trust or Not to Trust? 36:16 - YouTube Chatroom Comments Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer ------- Watch Today's Full Video on our YouTube Channel: https://www.youtube.com/watch?v=D4roSFzE3Ww&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Watch our previous show, "It’s Q&A Day — and (almost) anything goes" here: https://www.youtube.com/live/jFDHVzdwNdo -------- The latest installment of our new feature, Before the Bell, "Markets Stall at Resistance - Volatility Ahead?" is here: https://www.youtube.com/watch?v=8EviI_k5gb8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Get more info & commentary: https://realinvestm entadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #LegacyPlanning #EstatePlanning #FamilyConversations #FinancialEducation #LifePlanning #FiveWishes

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1-23-26 The Hardest Part of Legacy Planning - Starting the Conversation

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