EPISODE · Nov 14, 2023 · 26 MIN
How to Teach Your Adult Children to Plan for Retirement
from Ready For Retirement · host James Conole, CFP®
James walks through a framework of how you ensure that your legacy goals include more than just leaving a chunk of money to your kids when you're gone.He explains the key concepts that can help your child develop strong money management skills. From starting early to diversifying your investments, learn how you can help set your child up for financial successQuestions Answered:Why is it important to start investing for retirement early in life?How does early investment preparation not only benefit your retirement but also your financial well-being in your younger years?Timestamps:0:00 Intro3:42 Here's where to start7:36 Owner vs lender13:46 Diversification15:42 Starting early18:26 Why it matters21:53 Where are you investing?25:11 Questions to consider26:08 OutroCreate Your Custom Strategy ⬇️Get Started Here.Join the new Root Collective HERE!
What this episode covers
James walks through a framework of how you ensure that your legacy goals include more than just leaving a chunk of money to your kids when you're gone. He explains the key concepts that can help your child develop strong money management skills. From starting early to diversifying your investments, learn how you can help set your child up for financial success Questions Answered: Why is it important to start investing for retirement early in life? How does early investment preparation not o...
NOW PLAYING
How to Teach Your Adult Children to Plan for Retirement
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Jan 2, 2026 ·47m
Dec 21, 2025 ·46m