Episode 38: Using the TALK Method for Family Money Discussions
Family conversations regarding money can be quite challenging, but they are paramount to protecting your family’s financial health and ensuring your wealth is protected. Conversations with family regarding money, estate planning, retirement planning, elder care, and what will happen to investments when someone dies are not easy. Of course, they are also necessary for protecting […]
Understanding the Emotional Impact of Retirement
There is a significant connection between retirement and emotions, and many retirees are unprepared for it. This is why I often work with clients who struggle with the discomfort of being newly retired. This struggle occurs for those who haven’t given enough thought to what their life might look like when they leave their career. […]
