• Talk with your aging parents BEFORE they make bad financial decisions

  • Nov 27 2024
  • Length: 29 mins
  • Podcast

Talk with your aging parents BEFORE they make bad financial decisions

Listen for free

View show details

  • Summary

  • Having tough conversations about how your aging family members are doing with bill paying or spending before things get out of hand is much easier than having a talk after their money is gone. That's according to Nico Pesci, founder and CEO of Momemtum Wealth. He says having a fiduciary advisor is an important ally in safe guarding your parents money because they have a LEGAL obligation to work for their clients best interests.

    He also discusses how more family members try to take financial advantage of aging loved ones than do parents making bad decisions because of memory loss.

    You can follow this show on Instagram and Facebook. And to see what Heather does when she's not talking money, go to her personal X (Twitter) page.

    Be sure to email Heather your questions and request topics you'd like her to cover here.
    Show more Show less
Show more Show less
activate_Holiday_promo_in_buybox_DT_T2

What listeners say about Talk with your aging parents BEFORE they make bad financial decisions

Average customer ratings

Reviews - Please select the tabs below to change the source of reviews.

Audible.com reviews

Amazon reviews
No Reviews are Available