Description

Dream of spending your retirement with grandkids? This episode of “Retirement Readiness” tackles how to balance that joy with smart financial planning. Tune in to:

• Learn how to invest strategically for their future with different tax-advantaged accounts, from 529s to custodial accounts.
• Discover why clear communication with your spouse, kids, and grandkids is key.
• Explore the importance of keeping your overall vision for your Two Comma life in focus while planning for the future.
• Consider how you can best support your loved ones, even if the outcome isn’t always necessarily “equal.”

“If you take a minute and kind of step back and think about grandparenting and retirement intentionally, what do we want this relationship to look like? What do we want that lifestyle to look like?” host Tim Regan says. “I think you can get to a really happy place and kind of check all the boxes.”

Listen to the full episode to learn more about retirement and grandparenting, or click here to explore our library of “Retirement Readiness” episodes.