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J. Barry Watts에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 J. Barry Watts 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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33. Holiday Conversations About Hard Topics

33:54
 
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Manage episode 308449991 series 2935354
J. Barry Watts에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 J. Barry Watts 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
The upcoming holidays present a wonderful opportunity to have important conversations with your family about many things, including topics such as healthcare planning, funeral planning, and who will get what. In this episode, J Barry Watts helps you understand how you bring these topics up to aging parents while the whole family is around. It’s important that these conversations happen before parents pass away or are unable to have them. Barry shares tips on how to start having these conversations, and the types of questions you should be asking. Barry discusses: Tips to start having these types of conversations Why you should keep asking questions Why you should ask to see your parents’ investment accounts, and the importance of establishing Transfer on Death on their accounts. The importance of having your beneficiaries down instead of leaving things through a will And more Connect With Barry Watts: office@savingyoutaxes.com 800-278-1755 SavingYouTaxes.com LinkedIn: J Barry Watts LinkedIn: SavingYouTaxes
  continue reading

65 에피소드

Artwork
icon공유
 
Manage episode 308449991 series 2935354
J. Barry Watts에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 J. Barry Watts 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
The upcoming holidays present a wonderful opportunity to have important conversations with your family about many things, including topics such as healthcare planning, funeral planning, and who will get what. In this episode, J Barry Watts helps you understand how you bring these topics up to aging parents while the whole family is around. It’s important that these conversations happen before parents pass away or are unable to have them. Barry shares tips on how to start having these conversations, and the types of questions you should be asking. Barry discusses: Tips to start having these types of conversations Why you should keep asking questions Why you should ask to see your parents’ investment accounts, and the importance of establishing Transfer on Death on their accounts. The importance of having your beneficiaries down instead of leaving things through a will And more Connect With Barry Watts: office@savingyoutaxes.com 800-278-1755 SavingYouTaxes.com LinkedIn: J Barry Watts LinkedIn: SavingYouTaxes
  continue reading

65 에피소드

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