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Innhold levert av Donna Kendrick. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Donna Kendrick 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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How Kids & Grandkids Influence YOUR Retirement Planning (Part 1)

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Manage episode 435769014 series 2991025
Innhold levert av Donna Kendrick. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Donna Kendrick 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.

Kids and grandkids play a crucial role in shaping financial plans. In this two-part episode, we'll dive into the most common scenarios where future generations influence retirement planning. Whether you’re a parent with adult children still on the payroll or a grandparent wanting to help out with college education costs, we’ll explore how to balance your retirement goals with the needs of your family.

Here are the points we discuss in today’s show:

0:00 – Intro

1:58 – Adult children still on the payroll

5:00 – Parents who had kids later in life

7:54 – Grandparents who want to help with education

9:46 – Planning for aging parents

14:09 – Intentional legacy planning

Get additional financial information: https://sephtonfinancial.com/podcasts/

Check out the video version of the podcast: Sephton Financial - YouTube

  continue reading

67 episoder

Artwork
iconDel
 
Manage episode 435769014 series 2991025
Innhold levert av Donna Kendrick. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av Donna Kendrick 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.

Kids and grandkids play a crucial role in shaping financial plans. In this two-part episode, we'll dive into the most common scenarios where future generations influence retirement planning. Whether you’re a parent with adult children still on the payroll or a grandparent wanting to help out with college education costs, we’ll explore how to balance your retirement goals with the needs of your family.

Here are the points we discuss in today’s show:

0:00 – Intro

1:58 – Adult children still on the payroll

5:00 – Parents who had kids later in life

7:54 – Grandparents who want to help with education

9:46 – Planning for aging parents

14:09 – Intentional legacy planning

Get additional financial information: https://sephtonfinancial.com/podcasts/

Check out the video version of the podcast: Sephton Financial - YouTube

  continue reading

67 episoder

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