The Great Wealth Transfer: Helping Our Parents Plan
“If things haven’t been buttoned up, wow, that really distracts from the grieving process.”
Our hosts, Natalie and Dan Slagle, address the elephant in the room for many families: how to talk to aging parents about their finances. When you're talking about $124 trillion changing hands over the next couple of decades, this stops being someone else's problem and becomes everyone's reality.
Dan gets vulnerable about his experience after his mom passed away unexpectedly, sharing everything from finding her handwritten financial notebook in the attic to the surreal moment of teaching his dad how to…
The skinny
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