Five Minute Finance

Parenting and Portfolios: Are Your Folks Making Costly Mistakes?


Listen Later

Talking to your parents about money may be the most awkward conversation you ever have—right up there with “the talk” from your teenage years—but avoiding it can cost your family serious time, stress, and money. In this episode of Five Minute Finance, Mike Morton and host Matt Robison break the topic into five practical areas: organizing your parents’ finances, navigating taxes and gifting, planning for cognitive decline and scam protection, deciding what to do with the family home, and rethinking how much investment risk your parents should be taking. 


Find out more about Mike at https://www.mortonfinancialadvice.com and connect at https://www.linkedin.com/in/mwsmorton/

...more
View all episodesView all episodes
Download on the App Store

Five Minute FinanceBy Mike Morton, CFP®, RLP®, ChFC®

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

21 ratings


More shows like Five Minute Finance

View all
The Joe Rogan Experience by Joe Rogan

The Joe Rogan Experience

229,520 Listeners

Planet Money by NPR

Planet Money

30,694 Listeners

The Ramsey Show by Ramsey Network

The Ramsey Show

39,184 Listeners

Money Guy Show by Brian Preston and Bo Hanson

Money Guy Show

3,257 Listeners

Jill on Money with Jill Schlesinger by Audacy

Jill on Money with Jill Schlesinger

1,943 Listeners

Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

Your Money, Your Wealth

812 Listeners

Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

Retirement Answer Man

1,307 Listeners

The MeatEater Podcast by MeatEater

The MeatEater Podcast

38,022 Listeners

Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

Big Picture Retirement®

553 Listeners

NerdWallet's Smart Money Podcast by NerdWallet Personal Finance

NerdWallet's Smart Money Podcast

887 Listeners

Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

Stay Wealthy Retirement Podcast

693 Listeners

The Peter Attia Drive by Peter Attia, MD

The Peter Attia Drive

7,978 Listeners

Ready For Retirement by James Conole, CFP®

Ready For Retirement

831 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,431 Listeners

MoneyWatch with Jill Schlesinger by CBS News

MoneyWatch with Jill Schlesinger

435 Listeners