• Accessible Finance Episode 58: Talking Money with Family-Navigating Tricky Financial Conversations

  • Nov 4 2024
  • Length: 19 mins
  • Podcast

Accessible Finance Episode 58: Talking Money with Family-Navigating Tricky Financial Conversations

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  • Summary

  • We all have a bucket list dream for retirement: maybe it's a world cruise, joining the Disney Vacation Club, or hosting the grandkids every summer. But there’s an essential question to ask—can your retirement fund make it happen? In this episode, we’re digging into a topic that often feels tricky: talking about finances with family members, whether it’s planning for your parents' future or helping loved ones think about their own financial security. These discussions can be awkward, but they’re vital for ensuring everyone is financially prepared for the future. We’ll share practical strategies to help make these conversations respectful and productive, while also focusing on the fun side of retirement planning—those big dreams and must-do experiences that make retirement special. If you have a specific situation you’d like us to cover (anonymously), send your questions to us at podcast@equilibriumfp.com. We’re here to help guide you through these important discussions, without giving formal financial advice.
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