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Are You Having Awkward Financial Conversations?
Manage episode 343300623 series 3402746
المحتوى المقدم من J’Neanne Theus. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة J’Neanne Theus أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Financial planning is more than just spreadsheets and dollar signs. It includes a lot of tough decisions and emotions that need to be communicated to your loved ones and advisor. Are you avoiding these awkward conversations when it comes to your finances?
Show Notes: https://theuswealthadvisors.com/2019/11/are-you-having-awkward-financial-conversations/
Today's Rundown:
3:37 - In the News: Elizabeth Warren proposes $20.5 trillion health care plan.
12:59 - Sometimes planning your finances includes awkward conversations.
13:26 - What happens after the death of the first spouse?
15:30 - What happens if nursing home care is needed?
18:57 - Do you need to work longer than planned?
20:17 - Do your children understand your estate and legacy plan?
22:32 - How do you separate from an advisor that is nice but not a good fit?
26:53 - Getting to Know J’Neanne: What presentation could she give right now?
29:00 - Mailbag: The roller coaster of the market drives me crazy. Does that mean I should get out of the market and invest in a different way?
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