Talking to your parents about money, and their retirement plan can be a daunting task. The reality is, if you don't do it while they are cognitively well and able, you will pay the price: in stacks of paperwork, lack of necessary information, and potentially, years of probate to settle their estate. Understanding what your parents' have as part of their retirement, can be a safeguard to ensure that YOU are not THEIR retirement plan. Tune in as Jessica and Brandon candidly untangle the complexities of preparing for your parents' golden years. From organizing paperwork, and naming beneficiaries, to long-term care plans and disability insurance, this episode covers the practical and emotional side of speaking with your parents about their finances, and putting a plan in place for when they are no longer here. If you’d like to leave us a question to be answered during future episodes, you can do so at Speakpipe. You can email us at: [email protected] Be sure to connect with us on InstagramLearn more about Brandon, and Oak City FinancialSchedule 30 minutes with Brandon Please remember to subscribe, rate, and review.Head over to our YouTube channel to catch this episode in full video form. Apply to be a guest on the show. You can also email us at: [email protected] Connect with us on InstagramWe’re most active over at @thesugardaddypodcast Chat with BrandonWant to work together? Learn more about Brandon Book a free 30-min call to see if it's a fit. Show us some love, hit subscribe, leave a five star rating, and drop a quick review! Money, relationships, and the mindset to master both. Hosted by financial advisor Brandon and his wife Jessica, The Sugar Daddy Podcast breaks down how to build wealth, unpack old money beliefs, and have real conversations about love and finances. Our mission? To help couples and individuals grow rich in every sense of the word: emotionally, relationally and financially.

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