155: How to Handle Family Wealth Planning

In this riveting episode of The Patti Brennan Show, Guest Host Eric Fuhrman is joined by the esteemed John Nersesian, Head of Advisor Education at PIMCO, for an in-depth exploration of family wealth planning. Eric and John discuss the importance of families talking about money. It sets expectations and values for your loved ones in addition to being a healthy conversation.   Culturally, Americans are not comfortable talking about money. However, children need to understand it so they can be confident when making financial decisions throughout the course of their lives. When money is passed down from generation to generation, there should be a process in place to help make it more seamless.  Join us for a fantastic conversation so you are prepared for family wealth planning. Don't miss out on this riveting episode of The Patti Brennan Show!