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Money Conversations To Have At The Holidays
Manage episode 451392379 series 3378480
Liz Whitteberry에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 Liz Whitteberry 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
Studies show that 70% of families lose their wealth in two generations, and 90% lose it in three. The reasons behind this are varied, but one thing that can help keep a family’s legacy intact is open communication and solid planning. And what better time to start those important conversations than during the holidays?
In today’s episode, Liz and Marc will share some key questions to help you have deeper money discussions with your loved ones.
Here’s some of what we discuss in today’s show:
- What is the most important money lesson you learned from your parents, grandparents, or other role models?
- What is the one thing you would want your children or grandchildren to remember about money?
- If you reach a point where you’re physically or mentally unable to care for yourself, what do you want your kids to do?
- If money were no object, what would you love to do the most?
If you are interested in learning more about how we could help you plan for retirement, contact us here: https://www.bestpathadvisors.com/contact
Check out Liz's YouTube Channel: Best Path Advisors - YouTube
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