It’s Good To Have Awkward Conversations
Financial Choices Matter

It’s Good To Have Awkward Conversations

2019-11-07
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 p...
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