Ep # 45: Breaking The Ice Around Family Finances

Benjamin Haas |
Categories

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. 

In this episode:

Getting the conversation started - 1:58
Why force yourself to discuss finances with family? - 3:14
Finding common ground - 5:46
Education for the next generation - 8:43
Approaching the conversation as we're all in this together - 12:12
The role Financial Planners can play in the conversation - 13:16

 

 

Investment 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.  All content and information is for informational and educational purposes only.  Tracking # 1-05179338