#186: How to Talk to Your Parents About Their Finances with Debra Jacobs

Show Notes

Let's face it, talking about money can be tough, but talking to your parents about their finances can feel downright impossible.

As we grow older, we begin to worry about our parents' financial security and how we can support them in the future. That's where financial coach Debra Jacobs comes in!

In today's interview, we'll dive into practical solutions and steps to make starting this conversation a little easier. Debra will share tips on what to say, how to approach the conversation, and even how to bring in other financial professionals if needed.

We all want to help our parents, so don't miss out on this informative discussion.

Anna's Takeaways:

How To Start The Conversation (5:36)

Financial Trouble? (8:13)

Signs Of Stress & Mental Health (12:15)

Scary & Overwhelming (17:17)

End Of Life Care (19:41)

Willing To Do (24:50)

Long Distance Relationship (28:53)

Meet Debra Jacobs:

Debra's education background (Ed.M. from the Harvard Graduate School of Education and years of teaching and coaching experience) informs the way she coaches: breaking down sometimes complex concepts into easy-to-understand steps that you can implement immediately.

Prior to launching Money Smart for Life, she founded and operated a preschool for many years, where she taught, supervised staff, developed curriculum, coached parents, and ran the business. Before starting the preschool, she worked at a non-profit, where she wrote grants, trained teachers, and helped immigrants and refugees prepare for life and work in the United States. She is a single mom to two young adult daughters.

Connect with Debra:

Website: https://moneysmartforlife.com/

LinkedIn: https://www.linkedin.com/in/debra-jacobs-ed-m-1679a9170/

Facebook: https://www.facebook.com/moneysmartforlife/

Instagram: https://www.instagram.com/moneysmartforlife_/

Program

https://www.christellepillot.com/your-ultimate-career-change-guide

EPISODE SPONSORS:

Money Flow System - Download Free Money Flow Playbook and start automating your finances.

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