My Parents Lied to Me!

Nicole

The podcast about aging, loss, and all the midlife changes no one warned us about.  I'm here with real stories and expert advice to help you face what's now... and what's next. 

  1. 6d ago

    Your Estate Plan May Not Be Enough: The Gaps Families Discover Too Late with Marjorie Desmond

    Your parents may have an estate plan—but does anyone know where it is, what it says, or what they are supposed to do when the time comes? In this episode of My Parents Lied to Me, Nicole Porter talks with estate planning attorney Marjorie Desmond of Desmond Law about the gaps that can create chaos for families during incapacity or after a death. They discuss why every adult should consider medical and financial powers of attorney, why original signed documents matter, how outdated beneficiaries can send money to the wrong person, what happens when bank accounts are frozen, and why an estate plan should be reviewed every few years and after moving to another state. Marjorie also shares options for single adults and people without children, including professional fiduciaries, charitable giving, pet planning, and building a legacy around the causes that matter most to you. This episode is an important reminder: having documents is not the same as having a prepared family. Be proactive. Prevent chaos at crisis. Connect with Marjorie Desmond: azlegacylawyer.com 480-848-9550 info@azlegacylawyer.com Learn more about Nicole Porter, the SAFE Family Preparedness System™, and Your Parent Porter™ at yourparentporter.com. Share this episode with someone who needs to review their family’s plan—and follow My Parents Lied to Me for more conversations about the things nobody prepared us for. This episode is for educational purposes only and does not constitute legal advice.

  2. Jul 16

    Your Parents Have a Financial Advisor… But Do You Know the Plan? with Hailey Beal

    Don't forget to subscribe!  In this episode of My Parents Lied to Me, Nicole Porter sits down with financial advisor Hailey Beal to talk about the financial conversations families often avoid until a major life change, inheritance, health crisis, or loss forces them to pay attention. They discuss why having a 401(k) or financial advisor doesn't necessarily mean your entire financial picture is covered, how often a financial strategy should be reviewed, and why adult children need to understand more about their parents' financial world before an emergency happens. Nicole also shares her own experience inheriting financial accounts after losing both of her parents and realizing she wasn't prepared for the tax questions, inherited accounts, or money decisions that came next. In this episode, you'll hear about: • Why financial strategies shouldn't always be “set it and forget it” • When adult children should start asking questions about their parents' finances • What families may not understand about inherited accounts • The potential cost of living longer and future long-term care needs • How supporting parents could impact an adult child's own financial future • The money beliefs we unknowingly inherit from our parents • Why a financial review could uncover gaps you didn't know existed You don't have to know everything about your parents' money. But someone in the family should know who to call, what questions to ask, and where the gaps might be. Have the conversation before life forces you to. Guest: Hailey Beal Financial Advisor CA Insurance License #4438043 hailey.beal@rfc.com Renaissance Financial | www.rfc.com Direct or Text: (623) 282-9425

  3. Jul 2

    Do You Really Have a Plan with Becky Easton, Esq

    Most families think having a will, trust, or estate plan means they are “all set.” But are they? In this episode of My Parents Lied to Me, Nicole Porter sits down with estate planning attorney Becky Easton to talk about the real-life gaps families often miss, even when legal documents are already in place. Becky shares why a will does not avoid probate, why trusts need to be properly funded, why beneficiary designations matter, and why families need to revisit their estate plan as life changes. They also talk about the emotional side of planning, including family conversations, guardianship for children, powers of attorney, personal belongings, and the unexpected items families may fight over after someone passes. This conversation is a reminder that legal documents are only one piece of the bigger family preparedness plan. A true plan creates clarity, reduces chaos, and gives families confidence before a crisis happens. Nicole Porter is the founder of Your Parent Porter™, helping families find the gaps between their estate plan, financial plan, home, wishes, documents, and real-life family dynamics. Learn more about Nicole Porter and Your Parent Porter™: www.yourparentporter.com nicole@yourparentporter.com Instagram: @yourparentporter Guest: Becky Easton Estate Planning Attorney, Life Plan Legal Licensed in Arizona and Colorado Email: becky@lifeplanlegalaz.com Topics covered: estate planning, wills, trusts, probate, powers of attorney, beneficiary designations, guardianship, family preparedness, adult children, aging parents, family planning, estate plan gaps, trust funding, probate avoidance, family conversations

  4. Jun 18

    Why a Financial Plan is not the Whole Family Plan with Dave Nacke

    In this episode of My Parents Lied to Me, Nicole Porter sits down with financial advisor Dave Nacke of Southwest Financial Concepts to talk about the conversations most families avoid until life forces them to have them. Nicole and Dave discuss why a financial plan and estate plan are important, but not always enough when adult children are suddenly faced with aging parents, long-term care costs, caregiving decisions, Medicare confusion, powers of attorney, home safety concerns, and emotional family dynamics. They explore why proactive family preparedness matters, how long-term care can impact retirement savings, why adult children need to know who their parents’ trusted professionals are, and how families can begin asking better questions before a health crisis, care need, or emergency happens. This conversation is especially valuable for adult children with parents in their 60s, 70s, 80s and beyond who want more clarity, less chaos, and a more complete family plan. Nicole also shares how her SAFE Family Preparedness System™ was created to bring the bigger picture together, including conversations, home, care, legal, financial, family roles, and future decisions. guest info Dave Nacke - Southwest Financial Concepts.   dave@swfinancialconcepts.com (480) 520-2121 Your Parent Porter Nicole Porter - Founder  nicole@yourparentporter.com 480-269-0290 https://yourparentporter.com/ key topics Proactive family conversations about agingFinancial and legal planning for eldersStrategies for funding long-term carChapters 00:00 Introduction and Background 02:36 The Importance of Financial Planning 05:08 Caring for Aging Parents 07:40 Conversations About Care and Finances 09:54 The Role of Caregivers 12:29 Planning for Long-Term Care 14:52 The Need for Open Conversations 17:27 Holistic Financial Planning 19:47 Collaboration for Family Preparedness

About

The podcast about aging, loss, and all the midlife changes no one warned us about.  I'm here with real stories and expert advice to help you face what's now... and what's next.