Mother’s Day may have passed, but there’s still time to give a gift that truly matters- helping ensure the important women in your life are financially strong for years to come. While money conversations can feel uncomfortable or even taboo, they’re essential for creating peace of mind and avoiding confusion down the road. From overlooked life insurance policies to disorganized accounts, too many families are left scrambling simply because no one had “the talk.”
In this episode, Trent and Brandon break down how to have meaningful financial conversations with moms at every life stage: retired, young, or caring for both kids and aging parents. They discuss why getting organized matters, what documents and policies often go unnoticed, how to prepare for long-term care needs, and the overlooked value of digital literacy and cybersecurity. If you’re looking to give a gift that truly matters this year, start here, with the tools and questions that can bring clarity, confidence, and comfort to your loved ones.
Here’s some of what we discuss in this episode:
💐Why a "money talk" might be the most valuable Mother’s Day gift
⚠️The hidden risks of letting one partner handle all the finances
🔒 Protecting aging parents from online fraud
🤝 Building your financial dream team: CPAs, attorneys, and advisors
Contact:
Website: http://bradshawfp.com
Email: office@bradshawfp.com
Call: 704-216-2260
