Using the TALK Method for Family Money Discussions
Conversations with family regarding money, estate planning, retirement planning, elder care, and what will happen to investments when someone dies are not easy. Of course, they are also necessary for protecting your family’s financial future. In this episode, Kathy explains how to approach these discussions using the “TALK Method” to conquer your money conversation anxiety and broach just one meaningful financial topic with someone you love.
For more information about Kathy, her firm, and the valuable services they offer, visit www.flourishwealthmanagement.com.
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