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Upticks: A Financial Planning & Investment Podcast — How Much Should Your Adult Kids Know About Your Money?
Not scored yet36m·2026-09-30·Money

How Much Should Your Adult Kids Know About Your Money?

Upticks: A Financial Planning & Investment Podcast · 412

How much information should parents share with their adult children about money, estate plans, accounts, and a possible inheritance? In this episode of Upticks, Jake and Cory discuss how to prepare family members to step in without revealing every dollar or encouraging someone to depend on a future inheritance. They…

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