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Radio Show #30: How to Have Those Tough Financial Conversations with Family
Manage episode 453656973 series 3573568
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We are entering the holiday season and your capacity for stress is probably pretty limited, but we’re going to potentially ramp it up a notch by talking about the difficult money conversations everyone should be having. We have seminars on this topic pretty often so we wanted to expand on that discussion during this week’s show.
Here’s some of what we discuss in this episode:
- The guys share something good that’s non-financial about the holidays.
- Families approach financial conversations differently and we’ll share some examples.
- Why would parents want to start having this talk with their children?
- What’s the best way to approach these money conversations with children?
- Family conversations can spark harder conversations about money.
- How to approach estate planning with your family.
WAYS TO CONNECT:
Book a 15-minute discovery call with the team here: https://calendly.com/rachel-bwg
Visit https://bulmanwealth.com/marcos-lemus to learn more about Marcos Lemus and the other members of the team.
If you have any questions about what we discussed or anything else in your financial plan, email us at ask@bulmanwealth.com. You can also reach the team by phone at (916) 458-8199.
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