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How Kids & Grandkids Influence YOUR Retirement Planning (Part 2)
Manage episode 438324846 series 2991025
المحتوى المقدم من Donna Kendrick. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Donna Kendrick أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
In the second part of this two-part series, we continue to explore the important role that children and grandchildren play in shaping financial and retirement plans. If you missed our previous discussion, be sure to give it a listen! This week, we’ll explore more common financial planning scenarios and offer practical advice to help families handle their finances with ease and confidence.
Here are the points we discuss in today’s show:
0:00 – Intro
1:56 – Life insurance policies and annuities
6:46 – Cultivating financial literacy
10:18 – Finances in blended families
13:00 – Family members with special needs
14:35 – Parents lending money to kids
Get additional financial information: https://sephtonfinancial.com/podcasts/
Check out the video version of the podcast: Sephton Financial - YouTube
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