5 Steps to Protect Your Aging Parents' Money (Before It's Too Late)

Stay Wealthy Retirement Show by Taylor Schulte, CFP®

Jul 23, 202627:07Business

📥 Grab Your Free Estate Planning Resources: Helping an aging parent with their money is a responsibility few families are prepared for. Get three practical resources to help your family take action: A one-page cheat she...

Related Episodes

Continue listening to more episodes from Stay Wealthy Retirement Show.

Why Your Charitable Deduction Can Disappear (Even With a Receipt)

Sep 24, 2026 - 23:25

📥 Grab Your Free Charitable Giving Planning Resources: Charitable giving can be simple, but the tax and...

3 Things RMD Timing Actually Affects (And How to Choose Your Schedule)

Sep 17, 2026 - 15:09

Once required minimum distributions begin, the IRS decides how much comes out of your IRA each year. But...

Are You Really Behind on Retirement? 2 Studies Disagree (46% vs. Under 20%)

Sep 10, 2026 - 19:35

One multi-decade study suggests nearly half of working households may be at risk of falling short in reti...

Your Plan Says Spend — Your Gut Says No (5 Questions to Ask Instead)

Sep 3, 2026 - 18:25

Most retirement planning treats the transition like a single event. But in reality, you're navigating THR...

8 Investing Numbers That Shape Whether Your Nest Egg Outlives You

Aug 27, 2026 - 22:19

You've spent decades building a nest egg large enough to fund the retirement you want. The next challenge...

The 4 Retirement Income Styles (And How to Find Yours)

Aug 20, 2026 - 18:24

Two retirees can have the same age, the same nest egg, and the same monthly expenses. Give them the exact...

Do You Really Need $1.5 Million to Retire?

Aug 13, 2026 - 15:05

Americans now say they need $1.5 million to retire comfortably, according to a recent survey. That's near...

3 Spending Surprises From J.P. Morgan's Study of 5 Million Retirees

Aug 6, 2026 - 20:18

Last week, I made the case that many retirees can safely spend more than their plans suggest. Today, the...