Should You Help Family with Money? Boundaries, Trade-Offs & a Safer Plan with Dan Bortolotti
Автор: Moolala: Money Made Simple - Bruce Sellery
Загружено: 2025-11-06
Просмотров: 28
How do you help family with money without hurting your own financial future?
In this episode of Moolala: Money Made Simple, host Bruce Sellery talks with Dan Bortolotti, Portfolio Manager and Financial Planner at PWL Capital, about how to support parents or loved ones in financial trouble responsibly and safely.
You’ll learn:
💰 How to assess whether you can afford to help — using a real financial plan, not guesswork
💰 When it’s okay to attach conditions or limits to financial support
💰 How to set boundaries and communicate them with compassion
💰 Ways to coordinate with siblings and avoid family tension
💰 How to prepare for cognitive decline, including tools like trusted contacts and powers of attorney
Listen to more Moolala episodes.
Spotify: https://open.spotify.com/show/0Laaa1q...
Apple Podcasts: https://podcasts.apple.com/ca/podcast...
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