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Podcast: The Real Investment Show (Full Show)
Episode: 1-23-26 The Hardest Part of Legacy Planning - Starting the Conversation
Description: Most people think the hardest part of legacy planning is legal documents, estate taxes, or complex strategies. In reality, the most difficult part is much simpler—and more uncomfortable: starting the conversation.
Richard Rosso and Jonathan McCarty discuss why these conversations are so difficult, why avoiding them creates greater risk for families...and offer a starting point solution.
0:00 INTRO
0:19 - Punxsutawny Ted Cruz & Texas Winters
1:47 - The Hardest Part About Legacy Planning
3:20 - When You Have Kids...
5:57 - The Basics of Health Directives
7:25 - The Five Wishes process
10:25 - Wish-1 - Who Makes Healthcare Decisions for You?
14:29 - Wish-2 - Wh...