Should You Talk to Your Kids About Your Retirement Plans?

About this episode

The episode discusses whether parents should share their retirement plans with their children, exploring the benefits of transparency and the reasons for caution.

Retirement planning isn’t just about money—it’s about family dynamics, communication, and expectations. In this episode, Greg and Kristin tackle a question many parents wrestle with: Should we share details of our retirement plans with our children? They explore how family roles around money have shifted over the years and why financial conversations no longer need to be taboo. They discuss the benefits of transparency—reducing anxiety, preventing surprises, and helping heirs develop financial literacy—while also addressing the very real reasons some families choose caution. 🤔 Feeling stuck with your retirement planning? Download a FREE copy of Legacy’s My Retirement Kit to help become better organized:  See omnystudio.com/listener for privacy information.

People in this episode

Hosts: Greg, Kristin

Topics covered

• retirement planning
• family dynamics
• communication
• financial literacy

Keywords

• financial conversations
• transparency
• anxiety reduction
• surprises prevention

Mentioned in this episode

Products: Legacy’s My Retirement Kit

More episodes of Winning Retirement Radio

• Inflation, Social Security & the Real Cost of Retirement · June 9, 2026 · 12 min
• The Retirement Affordability Question · June 2, 2026 · 12 min
• When Retirement Changes Overnight · May 19, 2026 · 9 min
• Rich vs. Never Broke in Retirement · May 12, 2026 · 11 min
• How Much Should You Help Your Adult Children? · May 5, 2026 · 12 min
• The Real Reasons Most Families Lose Their Wealth · April 7, 2026 · 13 min