Watch

We sat down with Seniors to find out what the biggest hurdles and concerns are for them, when it comes to talking with their children and family about money. Watch or listen to these sessions to hear from others who have had trouble having these conversations, and how they suggest approaching these subjects.

Topics

Wills & Inheritance

This session on Wills and Inheritance covers both creating and changing a will, as well as the discussion of your will with your children. In addition, we discuss distribution of assets and how to ensure your will is properly enforced.

Timestamps

0:00 - Start at the Program Intro

1:58 - Start at the Episode Intro

4:14 - Start at the Wills & Inheritance Discussion

Managing Your Assets

In this session on Managing Your Assets, we talk about when is the best time to pass along assets, as well as what is the best way to go about it from a tax perspective. We also examine how the transfer of assets can impact those receiving them - both financially and otherwise.

Timestamps

0:00 - Start at the Program Intro

1:58 - Start at the Episode Intro

2:38 - Start at the Managing Your Assets Discussion

Retirement

This session on Retirement includes discussion around planning for retirement, as well as budgeting and how to adjust to a different level of income in your retirement years.

Timestamps

0:00 - Start at the Program Intro
1:58 - Start at the Episode Intro
2:57 - Start at the Retirement Discussion

Investing

This session on Investing looks at if and how your investments should change in your retirement years, as well as how to preserve and grow wealth.

Timestamps

0:00 - Start at the Program Intro
1:58 - Start at the Episode Intro
2:53 - Start at the Investing Discussion

Life Insurance

In this session we discuss everything to doo with life insurance, including having conversations with beneficiaries, changing beneficiaries, and when there are tax implications.

Timestamps

0:00 - Start at the Program Intro
1:58 - Start at the Episode Intro
2:35 - Start at the Life Insurance Discussion

End-of-Life & Funeral Arrangements

While not an easy topic to discuss, this session explores the importance of end-of-life and funeral planning, and how to ensure your wishes are properly enforced and carried out, in addition to ways that you can ease the pain and stress on your loved ones.

Timestamps

0:00 - Start at the Program Intro
1:58 - Start at the Episode Intro
2:51 - Start at the End-of-Life & Funeral Arrangements Discussion

Living Situation

The change in living situations for many, can be one of the biggest adjustments to make as people get older. This sessions talks about not only when and how to go about transitioning out of your home, but how to choose a suitable senior living facility, and what you need to plan for and be aware of financially.

Timestamps

0:00 - Start at the Program Intro
1:58 - Start at the Episode Intro
2:41 - Start at the Living Situation Discussion

Power of Attorney

In this session we discuss the importance of having a Power of Attorney, as well as how to choose a Power of Attorney for yourself, who can be appointed at your POA, and what happens if you don’t have a POA.

Timestamps

0:00 - Start at the Program Intro
1:58 - Start at the Episode Intro
2:40 - Start at the Power of Attorney Discussion

Providing Support to Grandchildren

Providing and passing along financial support to grandchildren is a priority and desire of many as they get older. This session discusses the best ways to do so, and the things that you need to be aware of.

Timestamps

0:00 - Start at the Program Intro
1:58 - Start at the Episode Intro
3:05 - Start at the Providing Support to Grandchildren Discussion

Tough Talks About Money

Having talks about money and finances isn’t necessarily always easy or comfortable - but it is important. In this session we hear the tips, advice and experiences around having those tough conversations.

Timestamps

0:00 - Start at the Program Intro
1:58 - Start at the Episode Intro
3:15 - Start at the Tough Talks About Money Discussion