The Patti Brennan Show

Ep. 190 Part Two - Tips for Difficult Wealth Conversations with Your Family


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Psychotherapist and bestselling author Amy Bloom returns to tackle the conversations most families avoid: talking about money, inheritance, and legacy. Amy reveals why these discussions are so hard and shares the crucial first step (hint: it's not actually talking). From family businesses and vacation homes to choosing trustees and handling sentimental items, learn how to navigate these emotionally charged conversations with clarity and compassion. Because wealth planning isn't about spreadsheets—it's about people and relationships.

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The Patti Brennan ShowBy Patti Brennan

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