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Listen to Money Wisdom with Jake Doser, CFP®, CPWA® and Nicholas J. Colantuono, CFP® and gain key financial insights to help you make informed decisions for your future. Jake and Nick aim to provide clarity and guidance, addressing your questions and shining a light on the real financial challenges facing today’s retirees.

Jan 21, 2022

Family will always be your priority in life but it can also lead to some tough conversations when it comes to retirement planning. Today we’ll discuss some of the common scenarios we come across when working with clients and how we work through them.

 

Read more and get additional financial resources here: https://johnsonbrunetti.com/podcast-episode-236-challenging-financial-scenarios-families-often-face/ 

 

What we discuss in this episode:

1:52 – About to retire but still helping children financially

4:17 – Putting off retirement to continue paying for a child’s college  

5:52 – Grandparents that want to help grandchildren financially

9:20 – Aging parents that are counting on their children

11:58 – People that want to be intentional about leaving a legacy

13:54 – Do you have a plan yet for these?