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In this episode of A Wiser Retirement® Podcast, we are tackling the tough, but essential topic of helping your parents plan financially for the years ahead. As more Americans find themselves supporting both their children and their parents, it’s never been more important to plan ahead, start the right conversations, and protect your family’s financial future.

Related Podcast Episodes:

Ep 189: Taking Control of Finances for Your Aging Parents

Ep 283: How to Manage a Sudden Money Windfall: IPOs, Business Sale, or Inheritance

Related Financial Education Videos:

Prevent Family Conflict with Legacy Planning

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- About Wiser Wealth Management
- Schedule a Complimentary Consultation: Discover how we can help you achieve financial freedom.
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This podcast was produced by Wiser Wealth Management. Thanks for listening!

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Chapters

1. The Family Money Wake-Up Call (00:00:00)

2. Meet The Hosts And Setup (00:00:31)

3. Why Parents Aren’t Financially Ready (00:02:18)

4. The Squeeze Generation Risk (00:04:39)

5. Government Aid And Real Costs Of Care (00:07:02)

6. Family Meetings And Using An Advisor (00:09:15)

7. Framing The Conversation With Parents (00:12:00)

8. The Essential Checklist: Assets To Estate Docs (00:14:22)

9. Ad Read: Legacy Guide Download (00:18:20)

10. Reviewing Wills, Originals, And Probate (00:18:41)

11. Death Tax Myths And Probate Realities (00:22:08)

12. Elder Fraud, Scams, And Credit Freezes (00:24:05)

13. Memory Decline, POA, And Trusted Contacts (00:28:10)

14. Planning Shortfalls And Housing Decisions (00:31:15)

15. Healthcare Event Durations And Costs (00:33:40)

16. Automating Bills And Stopping Leaks (00:35:02)

315 episodes