EPISODE · Mar 4, 2026 · 51 MIN
EP. 76 - The Case for More Conflict, Not Less, When Talking About Wealth with Jeffrey Condren
from Investing for Generational Wealth · host Keshav Kolur
Most families think avoiding money conversations keeps the peace. Jeffrey Condren says it's actually what tears them apart.In this episode, Jeffrey Condren, CFP® and Senior Vice President & Wealth Advisor at Mesirow Wealth Management, breaks down why the families that fight smarter about money are the ones that keep it across generations. With 20 years of experience advising families through market cycles, business transitions, and the messy stuff nobody wants to talk about at the dinner table, Jeff has seen firsthand what happens when wealth conversations get swept under the rug. Spoiler: it never ends well.We cover:Why "healthy conflict" isn't an oxymoron when it comes to family wealthThe real reason founders are terrified to hand over the business (and why their kids feel like they'll never be trusted)-Fair vs. equal: the hardest conversation parents will ever have with their kids-How to talk to your children about money at every age, yes, even with a $20 bill and a stuffed animal-Trust structures, governance, and when winging it as a family stops working-The financial literacy gaps hiding in plain sight in affluent households-When a wealth advisor knows it's time to step aside and bring in a therapist-Tax strategies that quietly create family tension nobody saw coming-What it actually looks like when a generational transition goes rightJeff's core message is simple: clarity prevents conflict. The families who normalize tough conversations early don't just preserve wealth. They strengthen it.🔗 Learn more about Jeffrey and his team at mesirow.comThis is Investing for Generational Wealth, presented by Clive Capital. We help high-earning professionals invest outside the stock market through alternative investments like real estate, oil & gas, private credit, and more.Disclaimer: We are not financial advisors. All investments carry risk. Please consult your CPA and attorney before making any investment decisions.Don't forget to like, subscribe, and hit the notification bell so you never miss an episode.
What this episode covers
Most families think avoiding money conversations keeps the peace. Jeffrey Condren says it's actually what tears them apart.In this episode, Jeffrey Condren, CFP® and Senior Vice President & Wealth Advisor at Mesirow Wealth Management, breaks down why the families that fight smarter about money are the ones that keep it across generations. With 20 years of experience advising families through market cycles, business transitions, and the messy stuff nobody wants to talk about at the dinner table, Jeff has seen firsthand what happens when wealth conversations get swept under the rug. Spoiler: it never ends well.We cover:Why "healthy conflict" isn't an oxymoron when it comes to family wealthThe real reason founders are terrified to hand over the business (and why their kids feel like they'll never be trusted)-Fair vs. equal: the hardest conversation parents will ever have with their kids-How to talk to your children about money at every age, yes, even with a $20 bill and a stuffed animal-Trust structures, governance, and when winging it as a family stops working-The financial literacy gaps hiding in plain sight in affluent households-When a wealth advisor knows it's time to step aside and bring in a therapist-Tax strategies that quietly create family tension nobody saw coming-What it actually looks like when a generational transition goes rightJeff's core message is simple: clarity prevents conflict. The families who normalize tough conversations early don't just preserve wealth. They strengthen it.🔗 Learn more about Jeffrey and his team at mesirow.comThis is Investing for Generational Wealth, presented by Clive Capital. We help high-earning professionals invest outside the stock market through alternative investments like real estate, oil & gas, private credit, and more.Disclaimer: We are not financial advisors. All investments carry risk. Please consult your CPA and attorney before making any investment decisions.Don't forget to like, subscribe, and hit the notification bell so you never miss an episode.
NOW PLAYING
EP. 76 - The Case for More Conflict, Not Less, When Talking About Wealth with Jeffrey Condren
No transcript for this episode yet
Similar Episodes
No similar episodes found.
Similar Podcasts
No similar podcasts found.