Just wrapped a client meeting.
Female.
73 and healthy.
2 adult kids (age 42 and 47).
13 year old grandson.
Plenty of money for her comfortable retirement.
The conversation was mostly focused on estate planning and encouraging her to feel okay giving money to her adult kids.
Here's what I said to her:
"Think about life 20 years from now. You're 93... Your kids are in their 60s and your grandson is 33.
Then they'll inherit your money. However, at that time everyone is fairly settled into who they are and what they'll become.
Now compare that with a gift today.
Your kids are at a place in their lives where a financial gift can have a trajectory-altering impact. Consider the ripple effects of removing a bit of financial stress from the parents of a 13 year old.
I'll help ensure your needs are met for the rest of your life, but if you see an opportunity to help the people who matter to you, seize it."
I’m still waiting for MAGA to show all that Hunter Biden energy for Lauren Boebert’s son.
A woman who reported her wallet stolen by Tyler Boebert told investigators she had a brain tumor and “wouldn't be able to pay for surgery.”
He apparently committed multiple felonies and an obscene amount of misdemeanors.
Crickets from MAGA.
🙄
✨These are a few of our favorite things...✨
We’re giving away two tickets and a parking pass to the @packmensbball vs. @UNC_Basketball game this Wednesday. Like this post and tell us who you’re taking to the game for a chance to win! ⬇️
Former President Donald Trump said Wednesday he wants to close the Department of Education and have state governments “run the education of our children,” pushing for a long-held Republican goal that has been endorsed by several other 2024 GOP candidates. cnn.it/3rm4Cai
@Raffi_RC Our kids (now 33 and 29) listened to little else than your songs when they were little. We gleefully passed their love for your tunes on to nieces and nephews.
as a songwriter in my early twenties, I naively dreamed of writing songs to change the world for the better. a wish of many a songwriter. now that my songs seem to endure and spread in ways I couldn't imagine (thanks to streaming in over 190 countries) I have reason to smile.
@SmartLess@StreamOnMax Too many to name! Here are a few…When the camera shakes because the cameraman can’t contain their laughter. Also, I could listen to Sean’s giggle all day long.
I love that you didn’t gloss over the negative comments after the second Boston show. Great series!
What recent novels do you wish you could've read in middle school? Titles published within the past 10 years that would have moved you, motivated you, or meant a lot to you when you were a middle school student.
I know he claims we falsely accuse him from being on something during these rants, but the circumstantial evidence is fairly strong. Junior weighs in on Martha’s Vineyard.