In the second part of this two-part series, we continue to explore the important role that children and grandchildren play in shaping financial and retirement plans. If you missed our previous discussion, be sure to give it a listen! This week, we'll explore more common financial planning scenarios and offer practical advice to help families handle their finances with ease and confidence.
Here are the points we discuss in today's show:
0:00 – Intro
1:56 – Life insurance policies and annuities
6:46 – Cultivating financial literacy
10:18 – Finances in blended families
13:00 – Family members with special needs
14:35 – Parents lending money to kids
Get additional financial information: https://sephtonfinancial.com/podcasts/
Check out the video version of the podcast: Sephton Financial - YouTube
