Discussing Plans and Legacies with Family
M Advisor Podcast: Financial Clarity for Physicians por M Advisor
Notas del episodio
Money can be a difficult topic of conversation between family members, yet much of our financial planning is completed for the benefit of our family. How can we start the conversations about money that are supposed to make us feel connected -- not exposed. The stories about wealth and money create our legacies, but these stories often go undiscovered.
Palabras clave
financial planninglegacyfamily valuesphysiciansretirementfinancial advisorfinancial goalsinheritance