Finances for Sibs

The Sibling Leadership Network

This month we discuss financial planning for siblings with Colorado State Treasurer and brother, Dave Young and Founder and President of Oak Wealth Advisors and brother, Mike Walther.

Access the transcript of this episode here.

Resources mentioned in this episode:

• Vestlife

Highlights:

• “I entered elected office because my sister was struggling to get essential services." -Dave Young
• “Find the network in your community." -Mike Walther
• “You have to take the first step and listening to those trusted voices is a good way to start." -Dave Young
• “Take a break...celebrate the milestones:" -Mike Walther

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Capítulos

1. Finances for Sibs (00:00:00)

2. Introductions (00:00:46)

3. As a sibling of individuals with disabilities, why is having a financial plan so important? (00:05:04)

4. What starting tips do you have for any beginners out there? How about for siblings on a lower income? (00:07:25)

5. What is some continued work to be aware of once you actually do have a financial plan in place? (00:14:15)

6. What are some must haves for a secure financial future for our sibs? (00:18:42)

7. So what resources might you have to share with listeners to help plan and keep track of their own financial plans? (00:29:12)

8. Are there any resources that you can point to that are BIPOC specific? (00:31:52)

9. Finances can seem incredibly complicated, and it can be really overwhelming to many sibs. What if I don't have any confidence in navigating and maintaining accounts? What are my other options? (00:34:06)

10. What parting words of encouragement might you have for any sibs currently planning their financial futures? (00:37:59)