Episode Details

Meet Ari Taublieb 👋 If you didn’t already know, Ari and I work together at Root Financial, and we thought it was finally time to launch a podcast series together.

In our very first episode, we dive into a topic that many people shy away from: talking to your parents about money. Whether it’s discussing their estate plans, long-term care, or the tough conversations around wealth, these talks can feel awkward—but they’re absolutely essential.

In this episode, we break down:
▪️ Our personal stories and insights on how to approach these conversations
▪️ Tips for handling these talks with grace and understanding
▪️ Strategies to ensure peace of mind for everyone involved

If you’ve ever felt uncertain about talking money or navigating estate planning with your parents, this episode is for you.

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Submit your request to join James:
On the Ready For Retirement podcast: Apply Here
On a Retirement Makeover episode: Apply Here 

Timestamps:
0:00 - Ari and James
2:03 - A listener's question
5:54 - Approaching parents
9:26 - Focus on the parent's needs/desires
11:13 - Start with long-term care
14:33 - Initiating conversations
18:03 - Have questions? Ask!

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Join the new Root Collective HERE!