How to Have the Estate Planning Conversation - Episode 150

EPISODE 150: HOW TO HAVE THE ESTATE PLANNING CONVERSATION

Welcome to the Monday Money Tip Podcast. Do you have a family member(s) who does not have a written will? The Estate Planning Conversation is an important conversation to have, but it can feel awkward to bring up. In this episode, we’re discussing how to have the estate planning conversation. Why is it important to have this conversation, and how can you have this tough conversation with those closest to you? In our Current Events segment, we’re talking about the ever-growing housing bubble. Our success story comes from Faith, who has made significant progress with her finances, including paying off a $10k loan in just five months!

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About the Episode:

  • In this episode, we’re discussing how to have the estate planning conversation. Why is it important to have this conversation, and how can you have this tough conversation with those closest to you?

  • In our Current Events segment, we’re talking about the ever-growing housing bubble.

  • Our success story comes from Faith, who has made significant progress with her finances, including paying off a $10k loan in just five months! 


Here are some lines to help you make the pivot:

  • Here are some lines to help you make the pivot:

  • “You know, it got me thinking. Do YOU have a written will?”

  • “I did a little research and found out that you can get a basic will done for just a few hundred dollars.”

  • “Have you thought about who will manage your money if you are unable to?”

  • “Who would you like to make healthcare decisions for you if you are unable to do so yourself?”

  • “What are your healthcare wishes?” (DNR|Life Support|Organ Donation)

 

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