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Money Conversations To Have At The Holidays
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Sisällön tarjoaa Liz Whitteberry. Liz Whitteberry tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.
Studies show that 70% of families lose their wealth in two generations, and 90% lose it in three. The reasons behind this are varied, but one thing that can help keep a family’s legacy intact is open communication and solid planning. And what better time to start those important conversations than during the holidays?
In today’s episode, Liz and Marc will share some key questions to help you have deeper money discussions with your loved ones.
Here’s some of what we discuss in today’s show:
- What is the most important money lesson you learned from your parents, grandparents, or other role models?
- What is the one thing you would want your children or grandchildren to remember about money?
- If you reach a point where you’re physically or mentally unable to care for yourself, what do you want your kids to do?
- If money were no object, what would you love to do the most?
If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact
Check out Liz's YouTube Channel: Best Path Advisors - YouTube
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