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Sinopsis

Are you in a place to help your kids, siblings, or friends? What if you want to help your parents financially? How do you give money to loved ones? This is when things get dicey. This is not an easy subject to think about. But you will likely face it at some point during your life. So in this episode of Best in Wealth, I cover four things you NEED to consider before giving money to loved ones. [bctt tweet="In this episode of Best in Wealth, I share 4 things you need to consider before you give money to loved ones. Don’t miss it! #wealth #retirement #investing #PersonalFinance #FinancialPlanning #RetirementPlanning #WealthManagement" username=""] Outline of This Episode [1:01] How do you want to be remembered? [3:02] How to give money to your loved ones [4:22] Question #1: Does your financial plan allow you to give? [5:59] Question #2: What is the money for? [7:28] Question #3: Is there another alternative? [9:57] Question #4: How can you set boundaries? [13:53] The money conversation is never