EPISODE · Feb 9, 2022 · 19 MIN
Critical Financial Discussions To Have With Your Aging Parents & Kids (Ep.44)
from The Green Zone · host Winstone Wealth Partners
Having conversations about family wills can be tough. How do you start that conversation from one family to another?In this episode, Jeff and Lauren share some advice surrounding the later stages of life and what they entail in terms of finances. They also highlight how discussing these things, despite how morbid they may sound, is so important and will benefit everyone in the long run.Jeff and Lauren discuss:The important discussions about wills that should happen between parents and children in the parents’ later stages of lifeThe importance of uploading, saving, and giving access to financial wills to other family membersHow medical directors can serve your best interest in the futureHow they extend their relationships with clients and allow themselves to be a resource to many familiesAnd more!Connect With Green Financial Group:[email protected](713) 244-3030Green Financial GroupLinkedIn: Jeff GreenLinkedIn: Lauren Smith
NOW PLAYING
Critical Financial Discussions To Have With Your Aging Parents & Kids (Ep.44)
No transcript for this episode yet
Similar Episodes
Mar 26, 2026 ·1m
Mar 19, 2026 ·34m
Feb 18, 2026 ·11m
Feb 11, 2026 ·45m