Your Money Your Retirement®

Planning for the Future as a Family

We'll explore how families can work together to set goals, build financial security, and a shared vision for the years ahead. Learn practical tips on how to align family priorities, navigate major life decisions, and build a plan that supports both current needs and future generations.

Apple Podcasts

Spotify

Stitcher

iHeartRadio

Here Are Just a Handful of the Things That We'll Discuss:

  • How is legacy planning different from income planning for your spouse/significant other/partner after you’re gone?
  • Be open to what others say and make an effort to understand their point of view.
  • Think about what you’re going to say and strategically think of the best way to bring up certain topics based on past conversations/past experiences with your family members.

Transcript of the episode

Here is where we will copy the transcript of the podcast

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