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Retirement planning isn’t just about money—it’s about family dynamics, communication, and expectations. In this episode, Greg and Kristin tackle a question many parents wrestle with: Should we share details of our retirement plans with our children? They explore how family roles around money have shifted over the years and why financial conversations no longer need to be taboo. They discuss the benefits of transparency—reducing anxiety, preventing surprises, and helping heirs develop financial literacy—while also addressing the very real reasons some families choose caution.
🤔 Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help become better organized:
See omnystudio.com/listener for privacy information.
By Greg and Kristin Taylor, and Kristen Charles4.7
1111 ratings
Retirement planning isn’t just about money—it’s about family dynamics, communication, and expectations. In this episode, Greg and Kristin tackle a question many parents wrestle with: Should we share details of our retirement plans with our children? They explore how family roles around money have shifted over the years and why financial conversations no longer need to be taboo. They discuss the benefits of transparency—reducing anxiety, preventing surprises, and helping heirs develop financial literacy—while also addressing the very real reasons some families choose caution.
🤔 Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help become better organized:
See omnystudio.com/listener for privacy information.

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