Artwork

Contenuto fornito da KSL Newsradio. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da KSL Newsradio o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.
Player FM - App Podcast
Vai offline con l'app Player FM !

Talk with your aging parents BEFORE they make bad financial decisions

29:23
 
Condividi
 

Manage episode 452198741 series 1253835
Contenuto fornito da KSL Newsradio. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da KSL Newsradio o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Having tough conversations about how your aging family members are doing with bill paying or spending before things get out of hand is much easier than having a talk after their money is gone. That's according to Nico Pesci, founder and CEO of Momemtum Wealth. He says having a fiduciary advisor is an important ally in safe guarding your parents money because they have a LEGAL obligation to work for their clients best interests.

He also discusses how more family members try to take financial advantage of aging loved ones than do parents making bad decisions because of memory loss.

You can follow this show on Instagram and Facebook. And to see what Heather does when she's not talking money, go to her personal X (Twitter) page.

Be sure to email Heather your questions and request topics you'd like her to cover here.

  continue reading

162 episodi

Artwork
iconCondividi
 
Manage episode 452198741 series 1253835
Contenuto fornito da KSL Newsradio. Tutti i contenuti dei podcast, inclusi episodi, grafica e descrizioni dei podcast, vengono caricati e forniti direttamente da KSL Newsradio o dal partner della piattaforma podcast. Se ritieni che qualcuno stia utilizzando la tua opera protetta da copyright senza la tua autorizzazione, puoi seguire la procedura descritta qui https://it.player.fm/legal.

Having tough conversations about how your aging family members are doing with bill paying or spending before things get out of hand is much easier than having a talk after their money is gone. That's according to Nico Pesci, founder and CEO of Momemtum Wealth. He says having a fiduciary advisor is an important ally in safe guarding your parents money because they have a LEGAL obligation to work for their clients best interests.

He also discusses how more family members try to take financial advantage of aging loved ones than do parents making bad decisions because of memory loss.

You can follow this show on Instagram and Facebook. And to see what Heather does when she's not talking money, go to her personal X (Twitter) page.

Be sure to email Heather your questions and request topics you'd like her to cover here.

  continue reading

162 episodi

Tutti gli episodi

×
 
Loading …

Benvenuto su Player FM!

Player FM ricerca sul web podcast di alta qualità che tu possa goderti adesso. È la migliore app di podcast e funziona su Android, iPhone e web. Registrati per sincronizzare le iscrizioni su tutti i tuoi dispositivi.

 

Guida rapida