Here's How To Discuss Money Effectively With Your Parents

from Ready For Retirement · host James Conole, CFP®

Meet Ari Taublieb 👋 If you didn’t already know, Ari and I work together at Root Financial, and we thought it was finally time to launch a podcast series together.In our very first episode, we dive into a topic that many people shy away from: talking to your parents about money. Whether it’s discussing their estate plans, long-term care, or the tough conversations around wealth, these talks can feel awkward—but they’re absolutely essential.In this episode, we break down:▪️ Our personal stories and insights on how to approach these conversations▪️ Tips for handling these talks with grace and understanding▪️ Strategies to ensure peace of mind for everyone involvedIf you’ve ever felt uncertain about talking money or navigating estate planning with your parents, this episode is for you.Subscribe to Ari’s YouTube channel Submit your request to join James:On the Ready For Retirement podcast: Apply HereOn a Retirement Makeover episode: Apply Here Timestamps:0:00 - Ari and James2:03 - A listener's question5:54 - Approaching parents9:26 - Focus on the parent's needs/desires11:13 - Start with long-term care14:33 - Initiating conversations18:03 - Have questions? Ask!Create Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!

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This episode is 20 minutes long.

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This episode was published on November 14, 2024.

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