Nov 4, 2022

Your financial advisor should be there to provide you with the necessary information, guidance, and support to help you towards your retirement goals, and that means having tough conversations from time to time. On this episode, we’ll tell you about a few of the difficult discussions we need to have in order to build the best retirement plan for you and your family.

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What we discuss in this episode: 

1:23 – Eric’s thoughts on student loan debt forgiveness

3:58 – Discussing the death of a spouse

5:56 – What happens if nursing home care is needed

7:46 – Telling someone they need to work longer than they planned

10:52 – Getting your children involved in the estate plan

12:52 – Separating from an advisor that doesn’t fit your needs anymore

15:41 – Mailbag question on charitable giving and taxes  

17:19 – Mailbag question on how to utilize extra income

19:22 – Top Money Map review questions we get