Moms, we are so far beyond the days of money being taboo.  We are the CFO’s (Chief Financial Officers) of our families and we need to talk about money MORE.

MomCast asked our listeners for some of your most pressing financial questions -and we found answers!

Bridget Wyatt and Lindsay Sabel are trusted Financial Advisors at Merrill Lynch. They’re also moms who understand so well that conversations about money are tough.  We loved sitting down with them for a no-nonsense conversation about the facts and why it’s so critical to have a trusted team around you.

We covered all the how-to’s for building wealth for ourselves and the next generation:

choosing between a saving account and a brokerage account
gifting money to your kids within state limits
paying children for work (without making the IRS skeptical!)
protecting your child’s wealth from bad spending habits or divorce
building a will so your money goes where you want it to

You can find out more about Lindsay Sabel and Bridget Wyatt (The Sabel Wyatt Group) here on their website.

Find us at www.thelocalmomsnetwork.com
IG: @thelocalmomsnetwork
Email: [email protected]