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Talk about financial planning with family during holidays

Use the holidays to talk about retirement planning with family
Holidays are a great time to ask family members questions about their retirement plans and experiences, such as how they are drawing down their savings and how many drug prescriptions they have, Steve Vernon writes. "You could learn some valuable lessons that might help you prepare for your own retirement," he writes. " It's holiday time again, and many readers will be gathering with family to celebrate. Last month, I offered 10 retirement questions to ask your relatives at Thanksgiving, a more informative and interesting approach than hearing about Aunt Suzie and Uncle Bill's road trip to see the world's largest rocking chair.
Instead, ask your relatives how they're doing in retirement. They'll likely be glad to talk with you about themselves. And who knows? You could learn some valuable lessons that might help you prepare for your own retirement. If you're worried that they might think you're being nosy, tell them you're asking these questions so you can learn from their hard-won experience. My guess is they'll be glad to help, and it will make them feel useful." some questions from Steve Vernon:
  • What's on your "bucket list"? Have you done anything lately on your list, or are planning to in the near future?
  • Have you made new friends, or do you mainly see old friends?
  • If you don't mind telling me, how do you invest your retirement savings? Why?
  • Do you use a financial advisor? If yes, how did you select that person?
  • Did you buy long-term care insurance? Why or why not?
  • Do you have a Medicare Part D prescription drug plan? If yes, why did you pick that plan?
  • If you don't mind me getting a little personal, how many prescriptions do you have? (The answer may shock you.)
  • How are you drawing down your retirement savings? Do you have a systematic method?
  • If there was one thing you'd do differently to prepare for retirement, what would that be?
  • What advice do you have for me to help me in retirement?
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Talk about financial planning with family during holidays
Talk about financial planning with family during holidays
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