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How to Talk to Mom & Dad About Their Money

How to Talk to Mom & Dad About Their Money

Released Tuesday, 12th November 2019
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How to Talk to Mom & Dad About Their Money

How to Talk to Mom & Dad About Their Money

How to Talk to Mom & Dad About Their Money

How to Talk to Mom & Dad About Their Money

Tuesday, 12th November 2019
Good episode? Give it some love!
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Cameron Huddleston discusses her book, Mom and Dad, We Need to Talk: How to Have Essential Conversations With Your Parents About Their Finances. But first, let's get into glide path: should you invest more aggressively through retirement? Which assets should you spend before you take Social Security? What should your portfolio withdrawal strategy be if you don’t plan to retire? And when asked how to pay taxes on a Roth conversion, Joe and Big Al make a suggestion rarely heard on YMYW (hint, it involves debt and your primary residence). Ask your money questions, read the transcript, and access free financial resources at http://bit.ly/YMYW-247

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