In the second part of this two-part series, we continue to explore the important role that children and grandchildren play in shaping financial and retirement plans. If you missed our previous discussion, be sure to give it a listen! This week, we’ll explore more common financial planning scenarios and offer practical advice to help families handle their finances with ease and confidence.

Donna and Marc discuss important topics, including life insurance policies and annuities, helping children develop financial literacy, and addressing financial issues in blended families. Tune in for valuable insights and strategies to help you effectively navigate these complex issues and more!

Here’s what we share in today’s show:

0:00 – Intro

1:56 – Life insurance policies and annuities

6:46 – Cultivating financial literacy

10:18 – Finances in blended families

13:00 – Family members with special needs

14:35 – Parents lending money to kids

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