This month on Money Moves with Maggie, we’re talking about legacy planning and how to start the conversation with your parents without making it awkward or uncomfortable. These conversations matter, but knowing how to open the door can make all the difference.
📌 Topics covered
• Why leading with “Do you have a will?” can shut the conversation down
• A simple question that helps ease into legacy planning naturally
• How to create space for ongoing conversations instead of covering everything at once
💡 Tip
You don’t need all the answers in one conversation. The goal is to start with curiosity, not checklists, and let the conversation grow over time.
▶️ Watch now to hear Maggie share a more thoughtful way to approach legacy conversations with your parents and why starting small can lead to better planning down the road.
Money Moves with Maggie” features Maggie Shipley, our next-gen advisor at Argent Bridge Advisors. This is a monthly series tailored for Maggie’s audience of millennial/Gen Z next-generation investors. Each video provides quick, actionable insights to help the viewer navigate and optimize finances. Please invite your friends and family to tune in for bite-sized financial tips and insights that seek to empower the next generation of investors when making strategic decisions about their money.
Get to know Maggie and improve your financial literacy in just 1 minute each month! Are you ready to take action or make a move that leads to your financial success? We are always available to answer your questions about this topic, or any other topic regarding your wealth planning.
You can reach out to Maggie (maggieshipley@argentbridge.com) directly to discuss!
Maggie Shipley
NextGen Advisor & Financial Analyst
