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Helping Aging Parents with Money
Throughout the years, we have had clients come to use with this exact situation: “I’m trying to help with my declining parents’ financial stuff. How can you help?”
While this may not be your situation at the moment, almost everyone will at one point have to deal with the accounts, money and consequences of their parent’s financial life.
Join Marion and Christian this week as they dive into this question, shed light on how Freedman Financial works through these conversations and much more.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 828077
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean
View all episodes
By Freedman Financial
5
66 ratings
Throughout the years, we have had clients come to use with this exact situation: “I’m trying to help with my declining parents’ financial stuff. How can you help?”
While this may not be your situation at the moment, almost everyone will at one point have to deal with the accounts, money and consequences of their parent’s financial life.
Join Marion and Christian this week as they dive into this question, shed light on how Freedman Financial works through these conversations and much more.
A full complement of Dollars & Sense broadcasts found here.
DISCLOSURES:
During Dollars & Sense with Freedman Financial, your host, Marc Freedman, may discuss specific financial planning and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations.
Securities and advisory services are offered through LPL Financial, a Member of FINRA and SIPC. Always consult a Certified Financial Planner professional, qualified attorney, or tax advisor prior to investing to determine what is appropriate for you.
Tracking #: 828077
Dollars & Sense podcast now streaming on:
Spotify
iHeartRadio
Apple Podcasts, previously known as iTunes
Google Podcasts
TuneIn + Alexa
Pandora
PodBean