Tis the Season … To Talk With Your Family About Finances?
The Investor Coaching Show with Paul Winkler

Tis the Season … To Talk With Your Family About Finances?

2023-12-08
Today, Paul brings an article called, “6 Conversations About Money to Have With Your Family Over the Holidays.” Listen along and Paul, Evan, and Ira talk about why checking in and sharing some of your financial wisdom with family around the holiday can have a long-lasting benefit. Listen along as these advisors cover topics like predatory companies and scams, budgeting, and long-term care plans. Later in the episode, Evan and Paul talk about how avoiding stock in companies you don’t believe in is pract...
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