Planning for Life Podcast
How to Talk to Your Parents About Money
Oftentimes, talking about money is an uncomfortable conversation to be had, especially with your parents.
In this episode of Planning for Life Podcast, Russell Jacobs explains how to approach the conversation about money with your parents.
In this episode, you will learn:
– Why you should have the money conversation with your parents “early
and often”
– The different types of power-of-attorneys
– How to have the conversation without taking away your parents’
autonomy
– Why we recommend that you try working with your family before taking
it to a lawyer
– And more!
Tune in and learn how to approach the money conversation as your parents age.
CRN202109-2541103
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Securities offered through LPL Financial, Member FINRA/SIPC. Advice offered through NewEdge Advisors, a registered investment advisor. NewEdge Advisors and Jacobs, Coolidge & Company, LLC are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Carl Coolidge – CA Insurance License #: 0I6279 | Russell Jacobs, III – CA Insurance License #: 0D13170 | Thomas C. Buchanan – CA Insurance License #: 4200301
