Many have heard the saying "There are 2 certainties in Life, Death, and Taxes" and both are topics that people like to avoid talking about.  However not talking about them does not solve any problems it just increases the odds of future conflict.  In this episode, we will discuss how to approach sensitive financial planning concepts across generations and provide some possible conversation starters.

Many have heard the saying "There are 2 certainties in Life, Death, and Taxes" and both are topics that people like to avoid talking about. However not talking about them does not solve any problems it just increases the odds of future conflict. In this episode, we will discuss how to approach sensitive financial planning concepts across generations and provide some possible conversation starters.

Many have heard the saying "There are 2 certainties in Life, Death, and Taxes" and both are topics that people like to avoid talking about.&nbsp; However not talking about them does not solve any problems it just increases the odds of future conflict.&nbsp; In this episode, we will discuss how to approach sensitive financial planning concepts across generations and provide some possible conversation starters. &nbsp;

Episode #24: Addressing the Inevitable

Are you interested in improving your relationship with money? Matthew D. Schroeder, CFP®, is a Wealth Advisor and the Director of Financial Planning at Great Point Wealth Advisors. A Certified Financial Planner designee with 20 years of experience, Matt has been recognized a number of times by Boston Magazine as a 5-Star Wealth Manager. In this show, he provides financial insights for improving your relationship with money. Matt shares observations, learnings, and insights he's accumulated throughout his extensive career and helps listeners make more confident financial decisions to preserve and improve their financial wellbeing.&nbsp;

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Are you interested in improving your relationship with money? Matthew D. Schroeder, CFP®, is a Wealth Advisor and the Director of Financial Planning at Great Point Wealth Advisors. A Certified Financial Planner designee with 20 years of experience, Matt has been recognized a number of times by Boston Magazine as a 5-Star Wealth Manager. In this show, he provides financial insights for improving your relationship with money. Matt shares observations, learnings, and insights he's accumulated throughout his extensive career and helps listeners make more confident financial decisions to preserve and improve their financial wellbeing. 

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Episode #24: Addressing the Inevitable

Episode #24: Addressing the Inevitable