PWL Capital Portfolio manager, Dan Bartolotti, walks through how to support parents or relatives in financial trouble without sinking your own plan. We discuss assessing whether you can help via a real financial plan (not back-of-the-envelope), setting clear boundaries to avoid enabling overspending, and deciding when “strings attached” make sense. You’ll hear best practices for sibling coordination, navigating incomplete info or embarrassment, and preparing for cognitive decline with tools like trusted contacts and powers of attorney.
Search for Full Episodes and Segments
Recent Posts
- Women, Work & Money: Ambition, Household Equality and Raising Financially Smart Kids | Full Episode
- A Tax Credit That Could Help 10 Million Canadians Save for Retirement at Work
- The Rise of the Permanent Renter — What Canada’s Housing Crisis Really Means for Your Wealth
- How to Tell If Your Finfluencer Is Actually Trustworthy — Introducing the Influencer Safety Score
- What to Do With Your Crypto — Tax Rules Every Canadian Investor Needs to Know
