Dive into the world of financial and retirement planning with the experts at Evermont Wealth. Led by President Brent Pasqua, alongside CERTIFIED FINANCIAL PLANNER™ Matthew Theal and Joshua Winterswyk, each episode is packed with insightful discussions on money, life, and securing your retirement. Tune in to ”The Retirement Plan Playbook” for advice that turns financial goals into achievements, ensuring you’re well-equipped for a prosperous retirement.
Episodes
Thursday Sep 01, 2022
Thursday Sep 01, 2022
How do we talk to our parents about their finances?
Asking questions related to money can be difficult even if it's your own family, but it shouldn't be. At a certain point, we are most likely going to be in charge of our parents' money and making financial decisions for them. So, what do you think is the ideal age to start this conversation with your parents?
In this episode, Matthew Theal, Brent Pasqua, and Joshua Winterswyk explain the several things we should know about our parents' finances to help them in the future.
Matthew, Brent, and Joshua discuss:
- The meaning of a sandwich generation
- Understanding your parents’ income and expenses
- The legal and financial information you need access to
- What to do if your parents are refusing help with their finances
- And more
Resources:
Connect with Client:
- info@rpawealth.com
- (909) 296-7977
- RPA Wealth Management
- LinkedIn: Matthew Theal
- LinkedIn: Brent Pasqua
- LinkedIn: Joshua Winterswyk
- LinkedIn: RPA Wealth Management
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