$8 Million Decisions & Mom’s Nest Egg: Real Talk for High-Net-Worth Families

Описание: In this episode of Money Matters, Scott and Pat dive into real-world financial decisions faced by high-net-worth families. One caller seeks guidance on managing his 87-year-old mother’s $1 million nest egg, while another—with $8 million saved—is questioning whether a QLAC is necessary.

The $8 million decision opens the door to meaningful conversations around trust planning, emotional risk tolerance, and why simplicity often beats complexity—especially when family is involved. You’ll also hear insights on gifting strategies, changes to Social Security rules, and what to consider when planning for longevity.

Whether you're managing $1 million or $8 million, this is the kind of real talk every high-net-worth family should hear.

CHAPTERS
00:00 Introduction to Money Matters
0:47 Market Hits a New High—Now What?
9:30 Caller: How to Invest Mom’s $1M Nest Egg
29:14 Caller: Can a QLAC Help with $8M?
41:41 Caller: Gifting vs. Hoarding—What’s the Right Move?
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