Kids and grandkids play a crucial role in shaping financial plans. In this two-part episode, we’ll dive into the most common scenarios where future generations influence retirement planning. Whether you’re a parent with adult children still on the payroll or a grandparent wanting to help out with college education costs, we’ll explore how to balance your retirement goals with the needs of your family.

Stay tuned as Donna and Marc discuss common scenarios and offer practical advice on integrating family considerations into your financial strategy. From budgeting for ongoing family expenses to planning for legacy contributions, we cover a lot of ground in this conversation. This is one you don’t want to miss!

Here’s what we share in today’s show:

0:00 – Intro

1:58 – Adult children still on the payroll

5:00 – Parents who had kids later in life

7:54 – Grandparents who want to help with education

9:46 – Planning for aging parents

14:09 – Intentional legacy planning

If you are interested in any of the topics we discussed, please reach out and we would be happy to help you navigate your financial situation.

Phone: (215) 948-3945

Click HERE to schedule a free consultation with Donna

Check out the video version of the podcast HERE

Click HERE for downloadables and resources