04: How to talk about Money and Death episode artwork

EPISODE · Aug 27, 2024 · 39 MIN

04: How to talk about Money and Death

from The Art and Science of Difficult Conversations · host Chris Wong & Lucie Tesarova

Summary: You know what’s hard?  Talking about money with your partner or family.  You know what’s even harder? Talking about money and estate planning and death.  With over two decades in the financial services realm, Christopher Hensley's journey has been driven by a singular passion: helping individuals navigate the intricate paths of finance to achieve their life aspirations. His dedication isn't just rooted in numbers and strategies; it's about making genuine connections and empowering people with the knowledge they need for a secure future.  Today, Christopher joins us to share his tips from decades in the work, how to navigate difficult conversations around finances and death.   He truly helps demystify:  -        How the legal and financial documents seem daunting, but are actually easier than you think -        The importance of having these conversations in case something happens -        How to navigate complicated family dynamics so you can honor your family’s legacy  Christopher's foundation in the industry is robust. He's collaborated with Fortune 500 frontrunners like Merrill Lynch and UBS Financial Services and has made significant contributions to non-profits, notably with MMI-Consumer Credit Counselors Southwest. His credentials, including licenses from FINRA and designations like the Retirement Income Certified Professional® and the Certified Estate and Trust Specialist™, speak volumes about his commitment to professional growth and expertise.  But beyond the certificates and affiliations, what truly sets Christopher apart is his ability to communicate. For a decade, he's been the voice behind the radio/podcast show “Money Matters” on KPFT Houston, demystifying complex financial concepts for a broad audience. His insights have been sought after by platforms like Wall Street Journal Radio and 1110 KTEK Business Builders Network Radio, and he's provided expert commentary on market trends in renowned publications.  Christopher's community involvement further underscores his dedication. As the former President of the Houston Midtown Chapter of the Society for Financial Awareness, he's delivered financial literacy seminars across Houston and the Gulf Coast. He's also been an active voice in Houston Money Week since 2008, currently holding a leadership position.   What difficulties have you had around these conversations with family?  Connect with Christopher here: www.houstonfirstfinancialgroup.com www.moneymatterspodcast.com   Email - [email protected]   Contact Us Sign up for the Mastering Difficult Conversations Course https://leadershippotential.teachable.com/p/mastering-difficult-conversations-how-to   Instagram - http://www.instagram.com/tas.difficultconvos Email – [email protected] Chris – www.linkedin.com/in/chriswonglmhc Lucie – www.linkedin.com/in/lucietesarova

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04: How to talk about Money and Death

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This episode is 39 minutes long.

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This episode was published on August 27, 2024.

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Summary: You know what’s hard?  Talking about money with your partner or family.  You know what’s even harder? Talking about money and estate planning and death.  With over two decades in the financial services realm, Christopher Hensley's journey...

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