We're sunsetting PodQuest on 2025-07-28. Thank you for your support!
Export Podcast Subscriptions
cover of episode Here's How To Discuss Money Effectively With Your Parents

Here's How To Discuss Money Effectively With Your Parents

2024/11/14
logo of podcast Ready For Retirement

Ready For Retirement
AI Deep Dive AI Chapters Transcript
People
A
Ari Taublieb
认证金融规划师和 Root Financial Partners 副总裁，专注于早退休财务规划和教育。
J
James
领导Root Financial从小规模公司发展成为全国性公司，专注于目的驱动的财务规划。
Topics
Ari Taublieb认为与父母谈论金钱问题时，应注意方式方法，避免让父母感到不适。可以从轻松的话题入手，例如询问父母的遗嘱或密码，或者先向父母的密友了解情况。也可以从关心父母的角度出发，例如询问他们如果发生意外，希望如何处理他们的钱财。 James认为与父母谈论金钱问题很重要，但要小心处理，避免让父母觉得你在等待他们的遗产。应该从关心他们的角度出发，例如确保他们得到妥善照顾。同时，子女应该理解并尊重父母的金钱观念，并与父母沟通一些实际问题，例如密码、账户信息等。

Deep Dive

Chapters
Discussing money with parents can be daunting. This chapter provides personal insights and strategies for initiating these conversations effectively.
  • Importance of initiating conversations about parents' estate plans and long-term care.
  • Personal stories and tips on handling these talks with grace and understanding.
  • Strategies to ensure peace of mind for everyone involved.

Shownotes Transcript

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 Here)On 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.)