Do You Know Your Parents Financial Wishes? | Financially Fit Radio

Many families avoid conversations about money and legacy—until it’s too late. In this episode of Financially Fit Radio, Cory Sickles and Tony Shore break down how to talk with your parents about their financial and estate planning wishes. From uncovering whether they have a will or trust, to understanding the importance of powers of attorney and end-of-life plans, Cory shares key statistics and real-life examples that show why open communication is essential. If you're unsure how to begin this sensitive topic, you'll learn practical steps to protect your family from confusion, conflict, and unnecessary legal headaches down the road. It’s never too early to plan—only too late.

Timestamps:
00:00 - Intro to Financially Fit Radio
01:40 - The importance of a second opinion on your financial plan
02:04 - Do you know your parents’ financial wishes?
03:09 - Seasonal shifts in financial planning focus
04:54 - Team USA vs. Team Jester (golf talk)
07:17 - Estate planning starts with tough conversations
08:46 - Key stats on Americans' lack of estate plans
11:01 - Why every adult should have an estate plan
12:26 - When (and where) to start the conversation
13:36 - Key documents your parents should have
14:31 - How to ease into the topic with your parents
16:21 - Using open-ended questions to keep it respectful
17:35 - The emotional relief of getting it done
18:32 - Planning avoids probate and family drama
20:09 - Communicating openly with siblings to avoid conflict
22:18 - Family disharmony caused by poor planning
23:51 - Final thoughts and how Safe Harbor can help
24:25 - How to schedule a complimentary consultation

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