• #196 | Helping your parents with financial and legal stuff

  • Apr 10 2023
  • Length: 34 mins
  • Podcast

#196 | Helping your parents with financial and legal stuff

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  • Summary

  • In this week’s episode, we talk about helping your parents with financial and legal stuff. First, we share advice for why and how to initiate the discussion. Then, we then dig into tactical advice for what to discuss, such as life insurance, medical insurance, social security, withdrawal strategies and required minimum distributions, naming beneficiaries, estate planning and wills, estate taxes, passwords, avoiding scams, and general financial and legal organization.
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