Here's How To Discuss Money Effectively With Your Parents
- Here's How To Discuss Money Effectively With Your Parents James Conole, CFP® 20:11
Meet Ari Taublieb 👋 If you didn’t already know, Ari and I work together at Root Financial, and we thought it was finally time to launch a podcast series together.
In our very first episode, we dive into a topic that many people shy away from: talking to your parents about money. Whether it’s discussing their Estate plans, long-term care, or the tough conversations around wealth, these talks can feel awkward—but they’re absolutely essential.
In this episode, we break down:
▪️ Our personal stories and insights on how to approach these conversations
▪️ Tips for handling these talks with grace and understanding
▪️ Strategies to ensure peace of mind for everyone involved
If you’ve ever felt uncertain about talking money or navigating estate planning with your parents, this episode is for you.
Subscribe to Ari’s YouTube channel
Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here
Timestamps:
0:00 – Ari and James
2:03 – A listener's question
5:54 – Approaching parents
9:26 – Focus on the parent's needs/desires
11:13 – Start with long-term care
14:33 – Initiating conversations
18:03 – Have questions? Ask!
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