Talking Real Money - Investing Talk
Talking Real Money - Investing Talk
Don McDonald
Mom (Dad) and Money
28 minutes Posted Jul 7, 2026 at 5:00 pm.
Aging Parents Talk
Open the Money Books
Passwords and Access Plans
Secure the Power of Attorney
Update Wills and Beneficiaries
Bring in the Family Advisor
Avoid Heirs' Greed
Listener Questions Begin
Fire the Bad Advisor
New Financial Career Paths
Find an Advisor Wisely
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28:29
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Show notes
As parents age, money can get more complicated—bill paying, account access, healthcare decisions, investment management, and eventually the possibility that someone else may need to step in. In this episode, Don and Tom walk through how families can start that conversation before a crisis hits. They cover when to begin talking, what adult children should know about accounts and spending, why durable powers of attorney need to be checked with custodians in advance, and the importance of review...