Helping Aging Parents With Finances (Ep.74)

What this episode covers

How do we talk to our parents about their finances? Asking questions related to money can be difficult even if it's your own family, but it shouldn't be. At a certain point, we are most likely going to be in charge of our parents' money and making financial decisions for them. So, what do you think is the ideal age to start this conversation with your parents? In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk explain the several things we should know about our parents' finances to help them in the future. Matthew, Brent, and Joshua discuss: The meaning of a sandwich generation Understanding your parents’ income and expenses The legal and financial information you need access to What to do if your parents are refusing help with their finances And more Resources: Retirement Plan Playbook: Answering Your Questions About The Real Estate Market With Kelli Vanevenhoven (Ep. 73) Connect with Client: [email protected] (909) 296-7977 RPA Wealth Management LinkedIn: Matthew Theal LinkedIn: Brent Pasqua LinkedIn: Joshua Winterswyk LinkedIn: RPA Wealth Management

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Frequently Asked Questions

How long is this episode of Retirement Plan Playbook?

This episode is 38 minutes long.

When was this Retirement Plan Playbook episode published?

This episode was published on September 1, 2022.

What is this episode about?

How do we talk to our parents about their finances? Asking questions related to money can be difficult even if it's your own family, but it shouldn't be. At a certain point, we are most likely going to be in charge of our parents' money and...

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