Discussing Plans and Legacies wit...

Discussing Plans and Legacies with Family

M Advisor Podcast: Financial Clarity for Physicians by M Advisor
Nov 30, 2022
06:36

Episode notes

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.

Keywords

financial planning
legacy
family values
physicians
retirement
financial advisor
financial goals
inheritance