Click below to listen to Episode 25 – It’s All in the Family Part 1
It’s All in the Family Part 1
Talking about finances can be a taboo subject that is difficult to discuss. This difficulty is multiplied when it comes to discussing current financial situations and a financial future family members. In Part 1 of our 2 part series “It’s All In The Family”, Bob and Mary Jo discuss the importance of having these financial conversations with family members – specifically one’s parents and one’s children.
It may seem like a subject that is spent better talking about on a rainy day, but there is actually no time like the present to attack financial issues to try and make sure that your financial wishes, or those of your parents, are understood. Bob and Mary Jo share ways to discuss topics like estate planning with your family and how to approach this sensitive topic.
HOSTED BY: Bob Barber, CWS® and Mary Jo Lyons, CFP®