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Konten disediakan oleh Donna Kendrick. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Donna Kendrick atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
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How Kids & Grandkids Influence YOUR Retirement Planning (Part 2)

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Manage episode 438324846 series 2991025
Konten disediakan oleh Donna Kendrick. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Donna Kendrick atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In the second part of this two-part series, we continue to explore the important role that children and grandchildren play in shaping financial and retirement plans. If you missed our previous discussion, be sure to give it a listen! This week, we’ll explore more common financial planning scenarios and offer practical advice to help families handle their finances with ease and confidence.

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

0:00 – Intro

1:56 – Life insurance policies and annuities

6:46 – Cultivating financial literacy

10:18 – Finances in blended families

13:00 – Family members with special needs

14:35 – Parents lending money to kids

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

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

  continue reading

65 episode

Artwork
iconBagikan
 
Manage episode 438324846 series 2991025
Konten disediakan oleh Donna Kendrick. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh Donna Kendrick atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.

In the second part of this two-part series, we continue to explore the important role that children and grandchildren play in shaping financial and retirement plans. If you missed our previous discussion, be sure to give it a listen! This week, we’ll explore more common financial planning scenarios and offer practical advice to help families handle their finances with ease and confidence.

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

0:00 – Intro

1:56 – Life insurance policies and annuities

6:46 – Cultivating financial literacy

10:18 – Finances in blended families

13:00 – Family members with special needs

14:35 – Parents lending money to kids

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

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

  continue reading

65 episode

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