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Early Retirement - Financial Freedom (Investing, Tax Planning, Retirement Strategy, Personal Finance)
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How To Discuss Inheritance With Your Parents (with James)
Manage episode 450145626 series 2973839
It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here.
Check out James YouTube channel here
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Chapter
1. Discussing Elderly Parents and Finances (00:00:00)
2. Starting Conversations About Parents' Finances (00:04:15)
3. Initiating Estate Planning Conversations (00:15:23)
216 episode
Manage episode 450145626 series 2973839
It's not easy to bring up the topic of finances with your parents in money is taboo in your family. Was it for you? Let us know by informing us here.
Check out James YouTube channel here
Create Your Custom Early Retirement Strategy Here
Get access to the same software I use for my clients and join the Early Retirement Academy here
Ari Taublieb, CFP ®, MBA is the Vice President of Root Financial Partners and a Fiduciary Financial Planner specializing in helping clients retire early with confidence.
Chapter
1. Discussing Elderly Parents and Finances (00:00:00)
2. Starting Conversations About Parents' Finances (00:04:15)
3. Initiating Estate Planning Conversations (00:15:23)
216 episode
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