Ep # 45: Breaking The Ice Around Family Finances episode artwork

EPISODE · Aug 16, 2021 · 17 MIN

Ep # 45: Breaking The Ice Around Family Finances

from A/B Conversations: CFP® Your Way Out Of It – Real Advice on Building Wealth & Retirement Planning · host Benjamin Haas

What’s the hardest thing for adults to talk about? Family finances! Money is a tricky subject, but it’s really important to have those conversations on the front end. Avoidance can lead to trouble down the road. Ben and Adam discuss why it's crucial to start the conversation and tips for getting started together as a family. [1:58] Getting the conversation started[3:14] Why force yourself to discuss finances with family?[5:46] Finding common ground[8:43] Education for the next generation[12:12] Approaching the conversation as we're all in this together[13:16] The role Financial Planners can play in the conversationTracking # 1-05179338Thanks for listening!If you want to be notified when the next episode will be released, you can:Subscribe to the ShowFor more insights on everyday financial planning questions,  go to www.haasfinancialgroup.comContact Us:Email us at [email protected] advice offered through Great Valley Advisor Group, a Registered Investment Advisor. Great Valley Advisor Group and Haas Financial Group are separate entities. This is not intended to be used as tax or legal advice. Please consult a tax or legal professional for specific information and advice.

Episode metadata supplied by the publisher feed · Published Aug 16, 2021

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What’s the hardest thing for adults to talk about? Family finances! Money is a tricky subject, but it’s really important to have those conversations on the front end. Avoidance can lead to trouble down the road. Ben and Adam discuss why it's crucial to start the conversation and tips for getting started together as a family. [1:58] Getting the conversation started [3:14] Why force yourself to discuss finances with family? [5:46] Finding common ground [8:43] Education for the next gener...

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Ep # 45: Breaking The Ice Around Family Finances

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