It’s Good To Have Awkward Conversations

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..."