Wills, inheritance & tough talks: getting real about family money

Send us Fan MailTalking to your parents about money, wills & what comes nextIn this episode of The Winner’s Playbook, Josh is joined by Carlo, a Senior Mortgage Brokers from Link Wealth Finance, for a conversation that many avoid but absolutely need to have: how to talk to your parents about money, wills, aged care and estate planning.It’s not about being morbid. It’s about making sure your family is protected, informed and not left scrambling when life throws a curveball.They dive into why these conversations can feel so uncomfortable, the right way to raise the topic without sounding like you're after money, and the essential things every family should sort out, from wills and powers of attorney to sharing practical info like account details and intentions.Josh and Carlo also touch on how to avoid future family conflict, why transparency matters and the real cost of poor planning.If you're putting this conversation off or not sure how to begin, this episode will give you the tools, mindset and confidence to open the door the right way.----Want to find an Adviser that suits your financial needs:https://www.linkwealth.com.au/Get in touch with Josh: https://www.linkwealth.com.au/josh-lee-link Get in touch with Billy:https://www.linkwealth.com.au/billy-norman-linkJosh's TikTok:  https://www.tiktok.com/@joshleefinadv Billy's TikTok:  https://www.tiktok.com/@billynormanfp    Sign up to Link Wealth Group’s newsletter, Wealth Simplified: https://www.linkwealth.com.au/wealth-simplified   Our Financial Services + Credit Guide: https://www.linkwealth.com.au/financial-services-and-credit-guide ----    General advice disclaimer: The information contained within this podcast is general in nature and does not take into account your personal circumstances. Please reach out if you wish to discuss your personal situation.