About this episode
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. Subscribe to Ari’s YouTube channel 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! Create Your Custom Strategy ⬇️ Get Started Here. Join the new Root Collective HERE!