Navigating Retirement and Legacy Planning

Steve and Jill Marshall from Silver Path Consulting are back to tackle two of the biggest challenges families face when helping aging parents: getting finances in order and planning final arrangements. They dive into why having a solid financial plan isn't just about numbers – it's about peace of mind and protection. From practical tips on finances to protecting against exploitation, they share wisdom that might just save your family some headaches. Then, they break down how to handle those tough-but-necessary conversations about final arrangements, boiling it down to three key decisions everyone needs to make. Whether you're just starting to think about these issues or already in the thick of it, this episode offers a road map for handling delicate topics with grace and clarity.

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