It’s Good To Have Awkward Conversations

What this episode covers

Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. Show Notes: 0:48 - Story Time: Tax Planning 3:48 - It's Good To Have Awkward Conversations 4:30 - Conversation #1: Death Of A Spouse 6:11 - Conversation #2: Nursing Home Care 8:50 - Conversation #3: Working Longer Than Expected 12:01 - Conversation #4: Legacy Planning 15:21 - Mailbag Question from Kevin: "My employer plans to stop matching 401k contributions..." 18:02 - Mailbag Question from Annie: "Most of my 401k is invested in company stock..."

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Frequently Asked Questions

How long is this episode of Financial Choices Matter?

This episode is 22 minutes long.

When was this Financial Choices Matter episode published?

This episode was published on November 7, 2019.

What is this episode about?

Sometimes being a good financial advisor means having uncomfortable conversations. We’ll take a look at how advisors should help clients navigate various tricky situations. Show Notes: 0:48 - Story Time: Tax Planning 3:48 - It's Good To Have Awkward...

Can I download this Financial Choices Matter episode?

Yes, you can download this episode by clicking the download button on the episode player, or subscribe to the podcast in your preferred podcast app for automatic downloads.