Kids and grandkids play a crucial role in shaping financial plans. In this two-part episode, we'll dive into the most common scenarios where future generations influence retirement planning. Whether you're a parent with adult children still on the payroll or a grandparent wanting to help out with college education costs, we'll explore how to balance your retirement goals with the needs of your family.
Here are the points we discuss in today's show:
0:00 – Intro
1:58 – Adult children still on the payroll
5:00 – Parents who had kids later in life
7:54 – Grandparents who want to help with education
9:46 – Planning for aging parents
14:09 – Intentional legacy planning
Get additional financial information: https://sephtonfinancial.com/podcasts/
Check out the video version of the podcast: Sephton Financial - YouTube
