A friend told me... Actually, this is not me. Thank goodness he had a close personal relationship with his mom about her money. Do they have a medical power of attorney? Where do they keep important documents? You'll want to find out whether or not they have a plan for the possibility that they one day might not be able to live independently. So what happens if they need help with activities of daily living? Do they has a plan for that? Do they have an preferred way in which they want to age?
#430: D is worried that she’s going to suffer from her parents’ poor financial choices. Is it time to confront them about it?
An anonymous caller and her fiance both own a house. Which one do they move into after the wedding?
In a world of rising inflation, Nick wants to know if it’s time to change the way he saves for his future.
Another anonymous caller wants to buy a second home within a decade. How does she start planning now?
Former financial planner Joe Saul-Sehy and I tackle these four questions in today’s episode.
Enjoy!
P.S. Got a question? Leave it here.
For more information, visit the show notes at https://affordanything.com/episode430
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