Money and Your Family The Importance of Communication 2018-06-12
Jun 12, 2018 ·
28m 12s
Paul Horn, financial planner at Financial Sense Wealth Management, explains the importance of having periodic discussions about money, wealth, and finances with family members. Studies show that most believe this...
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Paul Horn, financial planner at Financial Sense Wealth Management, explains the importance of having periodic discussions about money, wealth, and finances with family members. Studies show that most believe this should be done but, unfortunately, only a small minority actually do. The reasons for this are simple and a large part of it is not knowing what and how to communicate. Listen in as Paul Horn CFP explains common challenges, pitfalls, and the basic guidelines of how to prepare heirs for a transfer of wealth and developing common values.
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