33. Holiday Conversations About Hard Topics The Truth About Taxes And Retirement podcast

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Self-Improvement Podcasting Education J Barry Watts Don't Get

Innhold levert av J. Barry Watts. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av J. Barry Watts eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

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33. Holiday Conversations About Hard Topics

2+ y ago 33:54

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MP3•Episoder hjem

Innhold levert av J. Barry Watts. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av J. Barry Watts eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

The upcoming holidays present a wonderful opportunity to have important conversations with your family about many things, including topics such as healthcare planning, funeral planning, and who will get what. In this episode, J Barry Watts helps you understand how you bring these topics up to aging parents while the whole family is around. It’s important that these conversations happen before parents pass away or are unable to have them. Barry shares tips on how to start having these conversations, and the types of questions you should be asking. Barry discusses: Tips to start having these types of conversations Why you should keep asking questions Why you should ask to see your parents’ investment accounts, and the importance of establishing Transfer on Death on their accounts. The importance of having your beneficiaries down instead of leaving things through a will And more Connect With Barry Watts: office@savingyoutaxes.com 800-278-1755 SavingYouTaxes.com LinkedIn: J Barry Watts LinkedIn: SavingYouTaxes

… continue reading

66 episoder

#Self-Improvement #Podcasting Education #J Barry Watts #Don't Get

Artwork

33. Holiday Conversations About Hard Topics

The Truth About Taxes and Retirement

published 2+ y ago

Del

MP3•Episoder hjem

Innhold levert av J. Barry Watts. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av J. Barry Watts eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

The upcoming holidays present a wonderful opportunity to have important conversations with your family about many things, including topics such as healthcare planning, funeral planning, and who will get what. In this episode, J Barry Watts helps you understand how you bring these topics up to aging parents while the whole family is around. It’s important that these conversations happen before parents pass away or are unable to have them. Barry shares tips on how to start having these conversations, and the types of questions you should be asking. Barry discusses: Tips to start having these types of conversations Why you should keep asking questions Why you should ask to see your parents’ investment accounts, and the importance of establishing Transfer on Death on their accounts. The importance of having your beneficiaries down instead of leaving things through a will And more Connect With Barry Watts: office@savingyoutaxes.com 800-278-1755 SavingYouTaxes.com LinkedIn: J Barry Watts LinkedIn: SavingYouTaxes

… continue reading

66 episoder

#Self-Improvement #Podcasting Education #J Barry Watts #Don't Get

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