8-23-25 - How to Talk Money with Aging Parents: Bridging Generational Gaps in Financial Planning

Straight Talk on Retirement with JBL Financial
23/08/2025 1h 49min Episodio 2534
8-23-25 - How to Talk Money with Aging Parents: Bridging Generational Gaps in Financial Planning

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Episode Synopsis

In this episode of “Straight Talk on Retirement,” Jeff Lapidus, Erin Lapidus, and Robert Markham from JBL Financial Services discuss how families can navigate important financial conversations across generations. They answer listener questions about required minimum distributions (RMDs), pension payout options, and the pros and cons of consolidating retirement accounts. The Retirement Coaches also explore Medicare billing issues, plan updates, and strategies to help families stay organized and avoid common pitfalls.
 

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