• Having the Talk with Your Parents (No, not THAT Talk)

  • Aug 23 2024
  • Duración: 42 m
  • Podcast

Having the Talk with Your Parents (No, not THAT Talk)

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  • Resumen

  • In this episode of The Liquidity Event Podcast, AJ and John tackle one of life's trickiest conversations—how to talk money with aging parents. Maybe it's time to check in with your folks about their financial planning. We dive into gift taxes, picking up bills as gifts, and the subtle art of helping your parents financially without overstepping. Plus, we’re sharing real stories about estate planning, avoiding scams, and the importance of being vulnerable with loved ones.

    Looking for more tips on how to talk money with your aging parents? Check out our blog for more insights: How to Talk Money and Aging.

    Got questions for our Liquidity Event hosts? Something you want us to discuss on the pod?
    Leave us a voicemail and we'll answer it on the air: https://memo.fm/theliquidityevent/
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