Financial Choices Matter

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It’s Good To Have Awkward Conversations

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 plans to stop matching 401k contributions..."

18:02 - Mailbag Question from Annie: "Most of my 401k is invested in company stock..."